Vanguard Small-Cap Value ETF
777 hedge funds and large institutions have $7.92B invested in Vanguard Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 332 increasing their positions, 213 reducing their positions, and 44 closing their positions.
227% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 44
114% more call options, than puts
Call options by funds: $2.7M | Put options by funds: $1.26M
56% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 213
13% more funds holding
Funds holding: 685 → 777 (+92)
13% more capital invested
Capital invested by funds: $7.03B → $7.92B (+$897M)
13% more funds holding in top 10
Funds holding in top 10: 48 → 54 (+6)
3.84% more ownership
Funds ownership: 52.73% → 56.57% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$406M |
| 2 |
Betterment LLC
New York
|
+$53.2M |
| 3 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$51.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$39.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$44.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$41.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$26.5M |
| 4 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$11.2M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
-$9.02M |
VBR Hedge Fund Activity: Q4 2019 in Review
777 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2019, worth a combined $7.92B — up 13% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new VBR positions and 44 closed out — a net gain of 100 holders — while 332 added to existing stakes and 213 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $406M. The largest seller was JP Morgan Chase, cutting an estimated $44.8M.
- 777 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2019, up from 685 in Q3 2019.
- Funds reported $7.92B of Vanguard Small-Cap Value ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 144 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2019 and 44 closed out, a net change of +100 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $406M added.
- The largest Vanguard Small-Cap Value ETF seller in Q4 2019 was JP Morgan Chase, an estimated $44.8M sold.
Based on aggregated 13F filings for Q4 2019.