Vanguard Small-Cap Value ETF
VBR
685 hedge funds and large institutions have $7.03B invested in Vanguard Small-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 287 increasing their positions, 229 reducing their positions, and 45 closing their positions.
59% more call options, than puts
Call options by funds: $19.1M | Put options by funds: $12M
29% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 45
25% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 229
9% more funds holding in top 10
Funds holding in top 10: 44 → 48 (+4)
1% more funds holding
Funds holding: 677 → 685 (+8)
0.19% more ownership
Funds ownership: 52.54% → 52.73% (+0.19%)
1% less capital invested
Capital invested by funds: $7.06B → $7.03B (-$36M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$61.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$41.4M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$29.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$28.3M |
| 5 |
AssetMark Inc
Concord,
California
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$88.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$26.9M |
| 4 |
RGI
River Global Investors
London,
United Kingdom
|
-$9.18M |
| 5 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
-$6.86M |
VBR Hedge Fund Activity: Q3 2019 in Review
685 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q3 2019, worth a combined $7.03B — down 0.51% from $7.06B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new VBR positions and 45 closed out — a net gain of 13 holders — while 287 added to existing stakes and 229 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $61.9M. The largest seller was JP Morgan Chase, cutting an estimated $88.4M.
- 685 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q3 2019, up from 677 in Q2 2019.
- Funds reported $7.03B of Vanguard Small-Cap Value ETF stock for Q3 2019, down 0.51% quarter-over-quarter.
- 58 funds opened new Vanguard Small-Cap Value ETF positions in Q3 2019 and 45 closed out, a net change of +13 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q3 2019 was HighTower Advisors, an estimated $61.9M added.
- The largest Vanguard Small-Cap Value ETF seller in Q3 2019 was JP Morgan Chase, an estimated $88.4M sold.
Based on aggregated 13F filings for Q3 2019.