Vanguard Small-Cap Value ETF
579 hedge funds and large institutions have $5.97B invested in Vanguard Small-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 251 increasing their positions, 126 reducing their positions, and 31 closing their positions.
281% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 31
179% more call options, than puts
Call options by funds: $2.22M | Put options by funds: $797K
99% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 126
48% more funds holding in top 10
Funds holding in top 10: 31 → 46 (+15)
17% more funds holding
Funds holding: 496 → 579 (+83)
8% more capital invested
Capital invested by funds: $5.52B → $5.97B (+$452M)
0.51% more ownership
Funds ownership: 46.95% → 47.46% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$91.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$35.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$15.6M |
| 4 |
Morgan Stanley
New York
|
+$13M |
| 5 |
AssetMark Inc
Concord,
California
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$133M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$43.8M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$27M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$15.4M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$12.2M |
VBR Hedge Fund Activity: Q4 2017 in Review
579 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2017, worth a combined $5.97B — up 8.2% from $5.52B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new VBR positions and 31 closed out — a net gain of 87 holders — while 251 added to existing stakes and 126 trimmed.
The largest buyer was Betterment LLC, adding an estimated $91.4M. The largest seller was Citigroup, cutting an estimated $133M.
- 579 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2017, up from 496 in Q3 2017.
- Funds reported $5.97B of Vanguard Small-Cap Value ETF stock for Q4 2017, up 8.2% quarter-over-quarter.
- 118 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2017 and 31 closed out, a net change of +87 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q4 2017 was Betterment LLC, an estimated $91.4M added.
- The largest Vanguard Small-Cap Value ETF seller in Q4 2017 was Citigroup, an estimated $133M sold.
Based on aggregated 13F filings for Q4 2017.