Vanguard Small-Cap Value ETF
620 hedge funds and large institutions have $7.08B invested in Vanguard Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 265 increasing their positions, 173 reducing their positions, and 36 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 173
33% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 36
7% more capital invested
Capital invested by funds: $6.6B → $7.08B (+$475M)
2% more funds holding
Funds holding: 610 → 620 (+10)
0.38% more ownership
Funds ownership: 56.1% → 56.48% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 47 → 47 (0)
46% less call options, than puts
Call options by funds: $1.9M | Put options by funds: $3.52M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$95.2M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$92.2M |
| 3 |
Betterment LLC
New York
|
+$47.2M |
| 4 |
Goldman Sachs
New York
|
+$30.4M |
| 5 |
QI
QS Investors
New York
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$129M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$90.7M |
| 3 |
Morgan Stanley
New York
|
-$20.5M |
| 4 |
HR
Howe & Rusling
Rochester,
New York
|
-$4.67M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$4.11M |
VBR Hedge Fund Activity: Q3 2018 in Review
620 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q3 2018, worth a combined $7.08B — up 7.2% from $6.6B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new VBR positions and 36 closed out — a net gain of 12 holders — while 265 added to existing stakes and 173 trimmed.
The largest buyer was Wells Fargo, adding an estimated $95.2M. The largest seller was Ameriprise, cutting an estimated $129M.
- 620 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q3 2018, up from 610 in Q2 2018.
- Funds reported $7.08B of Vanguard Small-Cap Value ETF stock for Q3 2018, up 7.2% quarter-over-quarter.
- 48 funds opened new Vanguard Small-Cap Value ETF positions in Q3 2018 and 36 closed out, a net change of +12 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q3 2018 was Wells Fargo, an estimated $95.2M added.
- The largest Vanguard Small-Cap Value ETF seller in Q3 2018 was Ameriprise, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2018.