Vanguard Morningstar Small-Cap Value ETF
662 hedge funds and large institutions have $5.89B invested in Vanguard Morningstar Small-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 223 increasing their positions, 233 reducing their positions, and 71 closing their positions.
75% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 71
7% more funds holding
Funds holding: 620 → 662 (+42)
1.4% more ownership
Funds ownership: 49.7% → 51.1% (+1.4%)
4% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 233
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
16% less capital invested
Capital invested by funds: $7.03B → $5.89B (-$1.13B)
17% less call options, than puts
Call options by funds: $719K | Put options by funds: $871K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$121M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.8M |
| 3 |
Betterment LLC
New York
|
+$21M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$17.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$61.6M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$56.3M |
| 3 |
QI
QS Investors
New York
|
-$27.5M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$22.1M |
| 5 |
PFA
Pinnacle Family Advisors
Springfield,
Missouri
|
-$16.6M |
VBR Hedge Fund Activity: Q4 2018 in Review
662 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q4 2018, worth a combined $5.89B — down 16% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new VBR positions and 71 closed out — a net gain of 53 holders — while 223 added to existing stakes and 233 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $121M. The largest seller was Wells Fargo, cutting an estimated $61.6M.
- 662 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q4 2018, up from 620 in Q3 2018.
- Funds reported $5.89B of Vanguard Morningstar Small-Cap Value ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 124 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q4 2018 and 71 closed out, a net change of +53 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $121M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q4 2018 was Wells Fargo, an estimated $61.6M sold.
Based on aggregated 13F filings for Q4 2018.