Vanguard Small-Cap Value ETF
610 hedge funds and large institutions have $6.6B invested in Vanguard Small-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 245 increasing their positions, 190 reducing their positions, and 39 closing their positions.
67% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 39
29% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 190
7.7% more ownership
Funds ownership: 48.41% → 56.1% (+7.7%)
7% more capital invested
Capital invested by funds: $6.17B → $6.6B (+$430M)
3% more funds holding
Funds holding: 590 → 610 (+20)
2% less funds holding in top 10
Funds holding in top 10: 48 → 47 (-1)
40% less call options, than puts
Call options by funds: $3.08M | Put options by funds: $5.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$1B |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$69.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.6M |
| 4 |
Betterment LLC
New York
|
+$28.4M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$103M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$31.2M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$14.4M |
| 4 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$14M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$12.5M |
VBR Hedge Fund Activity: Q2 2018 in Review
610 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q2 2018, worth a combined $6.6B — up 7% from $6.17B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VBR positions and 39 closed out — a net gain of 26 holders — while 245 added to existing stakes and 190 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $1B. The largest seller was Goldman Sachs, cutting an estimated $103M.
- 610 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q2 2018, up from 590 in Q1 2018.
- Funds reported $6.6B of Vanguard Small-Cap Value ETF stock for Q2 2018, up 7% quarter-over-quarter.
- 65 funds opened new Vanguard Small-Cap Value ETF positions in Q2 2018 and 39 closed out, a net change of +26 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $1B added.
- The largest Vanguard Small-Cap Value ETF seller in Q2 2018 was Goldman Sachs, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2018.