Vanguard Morningstar Small-Cap Value ETF
712 hedge funds and large institutions have $7.13B invested in Vanguard Morningstar Small-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 243 increasing their positions, 281 reducing their positions, and 75 closing their positions.
36% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 75
27% more capital invested
Capital invested by funds: $5.61B → $7.13B (+$1.52B)
20% more call options, than puts
Call options by funds: $4.16M | Put options by funds: $3.48M
19% more funds holding in top 10
Funds holding in top 10: 42 → 50 (+8)
3% more funds holding
Funds holding: 690 → 712 (+22)
0.77% more ownership
Funds ownership: 55.99% → 56.77% (+0.77%)
14% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 281
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$90.1M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$75.3M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$44.5M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$42.5M |
| 5 |
JRP
Jasper Ridge Partners
Menlo Park,
California
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$25M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$18.3M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$17.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$13.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.9M |
VBR Hedge Fund Activity: Q2 2020 in Review
712 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q2 2020, worth a combined $7.13B — up 27% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new VBR positions and 75 closed out — a net gain of 27 holders — while 243 added to existing stakes and 281 trimmed.
The largest buyer was Betterment LLC, adding an estimated $90.1M. The largest seller was Jones Financial Companies, cutting an estimated $25M.
- 712 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q2 2020, up from 690 in Q1 2020.
- Funds reported $7.13B of Vanguard Morningstar Small-Cap Value ETF stock for Q2 2020, up 27% quarter-over-quarter.
- 102 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q2 2020 and 75 closed out, a net change of +27 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q2 2020 was Betterment LLC, an estimated $90.1M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q2 2020 was Jones Financial Companies, an estimated $25M sold.
Based on aggregated 13F filings for Q2 2020.