Vanguard Morningstar Small-Cap Value ETF
738 hedge funds and large institutions have $7.43B invested in Vanguard Morningstar Small-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 46 closing their positions.
70% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 46
13% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 262
4% more funds holding
Funds holding: 712 → 738 (+26)
2% more funds holding in top 10
Funds holding in top 10: 50 → 51 (+1)
4% more capital invested
Capital invested by funds: $7.13B → $7.43B (+$302M)
0.09% more ownership
Funds ownership: 56.77% → 56.85% (+0.09%)
57% less call options, than puts
Call options by funds: $3.4M | Put options by funds: $7.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
+$65.3M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$43.9M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$28.9M |
| 4 |
Betterment LLC
New York
|
+$21.6M |
| 5 |
AssetMark Inc
Concord,
California
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$137M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$36M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$26.9M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$17M |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$16.4M |
VBR Hedge Fund Activity: Q3 2020 in Review
738 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Value ETF (VBR) for Q3 2020, worth a combined $7.43B — up 4.2% from $7.13B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VBR positions and 46 closed out — a net gain of 32 holders — while 297 added to existing stakes and 262 trimmed.
The largest buyer was Retirement Systems of Alabama, opening a new position worth an estimated $65.3M. The largest seller was Personal Capital Advisors, cutting an estimated $137M.
- 738 institutional investors held Vanguard Morningstar Small-Cap Value ETF (VBR) as of Q3 2020, up from 712 in Q2 2020.
- Funds reported $7.43B of Vanguard Morningstar Small-Cap Value ETF stock for Q3 2020, up 4.2% quarter-over-quarter.
- 78 funds opened new Vanguard Morningstar Small-Cap Value ETF positions in Q3 2020 and 46 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Small-Cap Value ETF buyer in Q3 2020 was Retirement Systems of Alabama, an estimated $65.3M added.
- The largest Vanguard Morningstar Small-Cap Value ETF seller in Q3 2020 was Personal Capital Advisors, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2020.