Vanguard Small-Cap Value ETF
443 hedge funds and large institutions have $4.22B invested in Vanguard Small-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 176 increasing their positions, 132 reducing their positions, and 18 closing their positions.
317% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 18
50% more funds holding in top 10
Funds holding in top 10: 28 → 42 (+14)
33% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 132
23% more capital invested
Capital invested by funds: $3.44B → $4.22B (+$780M)
14% more funds holding
Funds holding: 390 → 443 (+53)
0.01% more ownership
Funds ownership: 41.9% → 41.91% (+0.01%)
51% less call options, than puts
Call options by funds: $1.71M | Put options by funds: $3.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$147M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$69.3M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$29.7M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$26.8M |
| 5 |
Betterment LLC
New York
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44.9M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$24.9M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$21.6M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$14.4M |
| 5 |
Goldman Sachs
New York
|
-$7.32M |
VBR Hedge Fund Activity: Q4 2016 in Review
443 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2016, worth a combined $4.22B — up 23% from $3.44B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new VBR positions and 18 closed out — a net gain of 57 holders — while 176 added to existing stakes and 132 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $147M. The largest seller was Bank of America, cutting an estimated $44.9M.
- 443 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2016, up from 390 in Q3 2016.
- Funds reported $4.22B of Vanguard Small-Cap Value ETF stock for Q4 2016, up 23% quarter-over-quarter.
- 75 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2016 and 18 closed out, a net change of +57 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q4 2016 was Morgan Stanley, an estimated $147M added.
- The largest Vanguard Small-Cap Value ETF seller in Q4 2016 was Bank of America, an estimated $44.9M sold.
Based on aggregated 13F filings for Q4 2016.