Vanguard Small-Cap Value ETF
476 hedge funds and large institutions have $4.82B invested in Vanguard Small-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 141 reducing their positions, and 19 closing their positions.
189% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 19
54% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 141
14% more capital invested
Capital invested by funds: $4.22B → $4.82B (+$605M)
7% more funds holding
Funds holding: 443 → 476 (+33)
1.63% more ownership
Funds ownership: 41.91% → 43.54% (+1.6%)
19% less funds holding in top 10
Funds holding in top 10: 42 → 34 (-8)
46% less call options, than puts
Call options by funds: $4.09M | Put options by funds: $7.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$187M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$161M |
| 3 |
Betterment LLC
New York
|
+$42.7M |
| 4 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$41.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$121M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$49.2M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$27.2M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$15.4M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$12M |
VBR Hedge Fund Activity: Q1 2017 in Review
476 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2017, worth a combined $4.82B — up 14% from $4.22B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VBR positions and 19 closed out — a net gain of 36 holders — while 217 added to existing stakes and 141 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $187M. The largest seller was Morgan Stanley, cutting an estimated $121M.
- 476 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2017, up from 443 in Q4 2016.
- Funds reported $4.82B of Vanguard Small-Cap Value ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 55 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2017 and 19 closed out, a net change of +36 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $187M added.
- The largest Vanguard Small-Cap Value ETF seller in Q1 2017 was Morgan Stanley, an estimated $121M sold.
Based on aggregated 13F filings for Q1 2017.