Vanguard Morningstar Small-Cap Value ETF
498 hedge funds and large institutions have $5.52B invested in Vanguard Morningstar Small-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 221 increasing their positions, 141 reducing their positions, and 27 closing their positions.
186% more call options, than puts
Call options by funds: $2.34M | Put options by funds: $818K
78% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 27
57% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 141
17% more capital invested
Capital invested by funds: $4.72B → $5.52B (+$807M)
4.93% more ownership
Funds ownership: 42.03% → 46.96% (+4.9%)
4% more funds holding
Funds holding: 481 → 498 (+17)
3% more funds holding in top 10
Funds holding in top 10: 30 → 31 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$347M |
| 2 |
Citigroup
New York
|
+$127M |
| 3 |
Betterment LLC
New York
|
+$36.7M |
| 4 |
AssetMark Inc
Concord,
California
|
+$25.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$23.7M |
| 2 |
Jane Street
New York
|
-$18.2M |
| 3 |
AIM
Allen Investment Management
New York
|
-$9.59M |
| 4 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$8.14M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$6.26M |
VBR Hedge Fund Activity: Q3 2017 in Review
498 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q3 2017, worth a combined $5.52B — up 17% from $4.72B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new VBR positions and 27 closed out — a net gain of 21 holders — while 221 added to existing stakes and 141 trimmed.
The largest buyer was Bank of America, adding an estimated $347M. The largest seller was Horizon Investments, exiting entirely with an estimated $23.7M sold.
- 498 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q3 2017, up from 481 in Q2 2017.
- Funds reported $5.52B of Vanguard Morningstar Small-Cap Value ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 48 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q3 2017 and 27 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q3 2017 was Bank of America, an estimated $347M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q3 2017 was Horizon Investments, an estimated $23.7M sold.
Based on aggregated 13F filings for Q3 2017.