Vanguard Small-Cap Value ETF
691 hedge funds and large institutions have $5.62B invested in Vanguard Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 268 increasing their positions, 289 reducing their positions, and 137 closing their positions.
381% more call options, than puts
Call options by funds: $2.67M | Put options by funds: $555K
0.42% less ownership
Funds ownership: 56.57% → 56.15% (-0.42%)
7% less repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 289
11% less funds holding
Funds holding: 777 → 691 (-86)
22% less funds holding in top 10
Funds holding in top 10: 54 → 42 (-12)
29% less capital invested
Capital invested by funds: $7.92B → $5.62B (-$2.3B)
54% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$140M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$139M |
| 3 |
Morgan Stanley
New York
|
+$116M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$75.8M |
| 5 |
AssetMark Inc
Concord,
California
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$372M |
| 2 |
WQ
Wealth Quarterback
Toms River,
New Jersey
|
-$43.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.9M |
| 4 |
AC
Athanor Capital
New York
|
-$19.3M |
| 5 |
JP Morgan Chase
New York
|
-$14.6M |
VBR Hedge Fund Activity: Q1 2020 in Review
691 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Value ETF (VBR) for Q1 2020, worth a combined $5.62B — down 29% from $7.92B a quarter earlier.
Sellers outnumbered buyers: 137 funds closed out of VBR and 63 opened new positions — a net loss of 74 holders — while 289 trimmed existing stakes and 268 added.
The largest buyer was Jones Financial Companies, adding an estimated $140M. The largest seller was Johanson Financial Advisors, cutting an estimated $372M.
- 691 institutional investors held Vanguard Small-Cap Value ETF (VBR) as of Q1 2020, down from 777 in Q4 2019.
- Funds reported $5.62B of Vanguard Small-Cap Value ETF stock for Q1 2020, down 29% quarter-over-quarter.
- 63 funds opened new Vanguard Small-Cap Value ETF positions in Q1 2020 and 137 closed out, a net change of -74 holders.
- The largest Vanguard Small-Cap Value ETF buyer in Q1 2020 was Jones Financial Companies, an estimated $140M added.
- The largest Vanguard Small-Cap Value ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $372M sold.
Based on aggregated 13F filings for Q1 2020.