Vanguard Small-Cap Value ETF
285 hedge funds and large institutions have $1.63B invested in Vanguard Small-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 64 reducing their positions, and 18 closing their positions.
217% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 18
88% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 64
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
26% more capital invested
Capital invested by funds: $1.3B → $1.63B (+$332M)
14% more funds holding
Funds holding: 251 → 285 (+34)
3.33% more ownership
Funds ownership: 30.49% → 33.82% (+3.3%)
90% less call options, than puts
Call options by funds: $1.91M | Put options by funds: $19.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$27.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$20.7M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$18.1M |
| 5 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$18.7M |
| 2 |
TCM
Twin Capital Management
Mcmurray,
Pennsylvania
|
-$3.62M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$2.8M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.45M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.35M |
VBR Hedge Fund Activity: Q4 2014 in Review
285 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q4 2014, worth a combined $1.63B — up 26% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VBR positions and 18 closed out — a net gain of 39 holders — while 120 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $39.6M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $18.7M.
- 285 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q4 2014, up from 251 in Q3 2014.
- Funds reported $1.63B of Vanguard Small-Cap Value ETF stock for Q4 2014, up 26% quarter-over-quarter.
- 57 funds opened new Vanguard Small-Cap Value ETF positions in Q4 2014 and 18 closed out, a net change of +39 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q4 2014 was Morgan Stanley, an estimated $39.6M added.
- The largest Vanguard Small-Cap Value ETF seller in Q4 2014 was Northwestern Mutual Wealth Management, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2014.