Vanguard Morningstar Small-Cap Value ETF
680 hedge funds and large institutions have $6.81B invested in Vanguard Morningstar Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 252 increasing their positions, 233 reducing their positions, and 55 closing their positions.
262% more call options, than puts
Call options by funds: $3.53M | Put options by funds: $973K
49% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 55
16% more capital invested
Capital invested by funds: $5.87B → $6.81B (+$937M)
3% more funds holding
Funds holding: 662 → 680 (+18)
2% more funds holding in top 10
Funds holding in top 10: 46 → 47 (+1)
1.07% more ownership
Funds ownership: 51.1% → 52.17% (+1.1%)
8% more repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 233
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$48.8M |
| 2 |
Betterment LLC
New York
|
+$33.5M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$17.9M |
| 4 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
+$11.8M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$21.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$18M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$14.4M |
| 4 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$9.83M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$9.17M |
VBR Hedge Fund Activity: Q1 2019 in Review
680 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q1 2019, worth a combined $6.81B — up 16% from $5.87B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new VBR positions and 55 closed out — a net gain of 27 holders — while 252 added to existing stakes and 233 trimmed.
The largest buyer was Fiduciary Trust International of Pennsylvania, opening a new position worth an estimated $48.8M. The largest seller was Bank of America, cutting an estimated $21.4M.
- 680 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q1 2019, up from 662 in Q4 2018.
- Funds reported $6.81B of Vanguard Morningstar Small-Cap Value ETF stock for Q1 2019, up 16% quarter-over-quarter.
- 82 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q1 2019 and 55 closed out, a net change of +27 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q1 2019 was Fiduciary Trust International of Pennsylvania, an estimated $48.8M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q1 2019 was Bank of America, an estimated $21.4M sold.
Based on aggregated 13F filings for Q1 2019.