We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
WFM
226
Wolff Financial Management
Michigan
$4.24M +$702K +4,723 +21%
LFAS
227
Level Four Advisory Services
Texas
$4.23M -$620K -4,171 -13%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$4.21M +$4.09M +27,532 New
HR
229
Hardy Reed
Mississippi
$4.2M -$1.41M -9,497 -26%
FNFDCM
230
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.18M +$23.5K +158 +0.6%
PFA
231
Pathway Financial Advisors
Vermont
$4.1M -$391K -2,627 -9%
GHAM
232
Gilman Hill Asset Management
Connecticut
$4.05M +$303K +2,035 +8%
MFS
233
Madrona Financial Services
Washington
$4.01M +$181K +1,216 +5%
CM
234
Columbus Macro
Pennsylvania
$3.99M -$86.4K -581 -2%
IA
235
IndexIQ Advisors
New York
$3.95M +$2M +13,462 +108%
PCA
236
Peddock Capital Advisors
Massachusetts
$3.95M -$434K -2,920 -10%
CWM
237
Cornerstone Wealth Management
Missouri
$3.93M +$155K +1,044 +12%
CA
238
Clearstead Advisors
Ohio
$3.92M +$1.44M +9,704 +61%
SPC
239
Sigma Planning Corp
Michigan
$3.91M +$1.26M +8,451 +49%
BAM
240
Baldrige Asset Management
Pennsylvania
$3.87M +$3.77M +25,355 New
WPW
241
Winthrop Partners - WNY
New York
$3.83M +$1.26M +8,479 +52%
TFS
242
TrustCore Financial Services
Tennessee
$3.81M +$3.7M +24,919 New
BRWA
243
B. Riley Wealth Advisors
Florida
$3.8M +$2.83K +19 +0.1%
RPG
244
Resource Planning Group
Georgia
$3.77M +$1M +6,729 +37%
REMPR
245
Roof Eidam Maycock Peralta (REMP)
California
$3.76M +$351K +2,362 +11%
RPC
246
Rossmore Private Capital
Connecticut
$3.73M -$100K -673 -3%
AA
247
ALPS Advisors
Colorado
$3.7M -$57.2K -385 -2%
CB
248
Commerce Bank
Missouri
$3.7M +$604K +4,066 +20%
HAC
249
Harbor Advisory Corp
New Hampshire
$3.66M +$256K +1,720 +8%
MWC
250
MBM Wealth Consultants
Missouri
$3.64M +$105K +705 +3%

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.