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Vanguard Small-Cap ETF

808 hedge funds and large institutions have $11.4B invested in Vanguard Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $2.06M

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

4% more funds holding

Funds holding: 780808 (+28)

1% more capital invested

Capital invested by funds: $11.3B → $11.4B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

0.08% less ownership

Funds ownership: 52.66%52.58% (-0.08%)

Holders
808
Holders Change
+28
Holders Change %
+3.59%
% of All Funds
18.52%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.67%
New
81
Increased
311
Reduced
271
Closed
45
Calls
$3.93M
Puts
$2.06M
Net Calls
+$1.87M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
226
Cypress Wealth Services
California
$3.12M +$128K +860 +4%
AWS
227
AJ Wealth Strategies
New York
$3.12M +$164K +1,100 +5%
ASN
228
Advisory Services Network
Georgia
$3.11M +$535K +3,581 +20%
CJA
229
C-J Advisory
California
$3.09M +$138K +923 +4%
WIA
230
Wealthstreet Investment Advisors
Texas
$3.08M +$162K +1,085 +5%
BRWA
231
B. Riley Wealth Advisors
Florida
$3.05M +$181K +1,214 +6%
FA
232
FDx Advisors
Illinois
$3.02M -$640K -4,284 -17%
CC
233
Courier Capital
New York
$2.98M -$101K -675 -3%
GLA
234
Good Life Advisors
Pennsylvania
$2.98M +$55.7K +373 +2%
EC
235
Estate Counselors
Wisconsin
$2.96M -$164K -1,100 -5%
CWM
236
Connecticut Wealth Management
Connecticut
$2.96M +$10.2K +68 +0.3%
MWM
237
Merriman Wealth Management
Washington
$2.95M -$6.49M -43,472 -68%
WPW
238
Winthrop Partners - WNY
New York
$2.95M +$619K +4,147 +26%
WB
239
WesBanco Bank
West Virginia
$2.87M +$2.92M +19,531 New
SPC
240
Sigma Planning Corp
Michigan
$2.82M -$18.1K -121 -0.6%
HCM
241
HM Capital Management
Missouri
$2.81M +$160K +1,072 +6%
Betterment LLC
242
Betterment LLC
New York
$2.78M +$863K +5,781 +44%
RFM
243
Royal Fund Management
Florida
$2.76M -$52.1K -349 -2%
RIM
244
Redwood Investment Management
Arizona
$2.7M +$1.39M +9,293 +103%
EA
245
Edge Advisors
Georgia
$2.69M +$46.6K +312 +2%
OC
246
Oppenheimer & Co
New York
$2.69M -$943K -6,315 -26%
HB
247
Homrich & Berg
Georgia
$2.65M +$149 +1 +0%
WA
248
Wealth Architects
California
$2.6M -$29.7K -199 -1%
MAM
249
Marquette Asset Management
Minnesota
$2.59M -$79K -529 -3%
MSS
250
Mitchell Sinkler & Starr
Pennsylvania
$2.59M +$952K +6,375 +57%

VB Hedge Fund Activity: Q1 2018 in Review

808 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2018, worth a combined $11.4B — up 1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 45 closed out — a net gain of 36 holders — while 311 added to existing stakes and 271 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $141M.

  • 808 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2018, up from 780 in Q4 2017.
  • Funds reported $11.4B of Vanguard Small-Cap ETF stock for Q1 2018, up 1% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2018 and 45 closed out, a net change of +36 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2018 was Goldman Sachs, an estimated $173M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2018 was JP Morgan Chase, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.