Vanguard Small-Cap Value ETF
479 hedge funds and large institutions have $4.72B invested in Vanguard Small-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 212 increasing their positions, 138 reducing their positions, and 30 closing their positions.
192% more call options, than puts
Call options by funds: $2.95M | Put options by funds: $1.01M
54% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 138
30% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 30
1% more funds holding
Funds holding: 476 → 479 (+3)
2% less capital invested
Capital invested by funds: $4.82B → $4.72B (-$109M)
1.52% less ownership
Funds ownership: 43.54% → 42.03% (-1.5%)
12% less funds holding in top 10
Funds holding in top 10: 34 → 30 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$70.9M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$46.5M |
| 3 |
Betterment LLC
New York
|
+$45.8M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$28.7M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$139M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$32M |
| 3 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$16.8M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$14.5M |
| 5 |
AA
ALPS Advisors
Denver,
Colorado
|
-$12.9M |
VBR Hedge Fund Activity: Q2 2017 in Review
479 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q2 2017, worth a combined $4.72B — down 2.2% from $4.82B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new VBR positions and 30 closed out — a net gain of 9 holders — while 212 added to existing stakes and 138 trimmed.
The largest buyer was LPL Financial, adding an estimated $70.9M. The largest seller was Bank of America, cutting an estimated $139M.
- 479 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q2 2017, up from 476 in Q1 2017.
- Funds reported $4.72B of Vanguard Small-Cap Value ETF stock for Q2 2017, down 2.2% quarter-over-quarter.
- 39 funds opened new Vanguard Small-Cap Value ETF positions in Q2 2017 and 30 closed out, a net change of +9 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q2 2017 was LPL Financial, an estimated $70.9M added.
- The largest Vanguard Small-Cap Value ETF seller in Q2 2017 was Bank of America, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2017.