Vanguard Small-Cap Value ETF
677 hedge funds and large institutions have $7.06B invested in Vanguard Small-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 279 increasing their positions, 240 reducing their positions, and 47 closing their positions.
533% more call options, than puts
Call options by funds: $3.93M | Put options by funds: $621K
16% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 240
15% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 47
4% more capital invested
Capital invested by funds: $6.81B → $7.06B (+$253M)
0.38% more ownership
Funds ownership: 52.16% → 52.54% (+0.38%)
0% less funds holding
Funds holding: 679 → 677 (-2)
6% less funds holding in top 10
Funds holding in top 10: 47 → 44 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$147M |
| 2 |
Betterment LLC
New York
|
+$32.7M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$16.1M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$13.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$32M |
| 2 |
Goldman Sachs
New York
|
-$20.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.4M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$12.2M |
VBR Hedge Fund Activity: Q2 2019 in Review
677 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q2 2019, worth a combined $7.06B — up 3.7% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VBR positions and 47 closed out — a net gain of 7 holders — while 279 added to existing stakes and 240 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $147M. The largest seller was Fiduciary Trust International of Pennsylvania, exiting entirely with an estimated $32M sold.
- 677 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q2 2019, down from 679 in Q1 2019.
- Funds reported $7.06B of Vanguard Small-Cap Value ETF stock for Q2 2019, up 3.7% quarter-over-quarter.
- 54 funds opened new Vanguard Small-Cap Value ETF positions in Q2 2019 and 47 closed out, a net change of +7 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $147M added.
- The largest Vanguard Small-Cap Value ETF seller in Q2 2019 was Fiduciary Trust International of Pennsylvania, an estimated $32M sold.
Based on aggregated 13F filings for Q2 2019.