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Vanguard Small-Cap ETF

967 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 411 increasing their positions, 333 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $2.06M

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

23% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 333

1% more funds holding

Funds holding: 956967 (+11)

0.36% more ownership

Funds ownership: 53.08%53.44% (+0.36%)

2% less capital invested

Capital invested by funds: $13.4B → $13.2B (-$203M)

9% less funds holding in top 10

Funds holding in top 10: 8981 (-8)

Holders
967
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
21.21%
Holding in Top 10
81
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.99%
% of All Funds
1.78%
New
66
Increased
411
Reduced
333
Closed
46
Calls
$6.97M
Puts
$2.06M
Net Calls
+$4.91M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
251
Nicolet Advisory Services
Wisconsin
$3.87M -$94.9K -612 -2%
BAM
252
Baldrige Asset Management
Pennsylvania
$3.84M -$86.5K -558 -2%
BRWM
253
B. Riley Wealth Management
Tennessee
$3.83M +$142K +919 +4%
Betterment LLC
254
Betterment LLC
New York
$3.82M
LWAC
255
Laurel Wealth Advisors (California)
California
$3.8M +$113K +726 +3%
AA
256
ALPS Advisors
Colorado
$3.8M +$114K +735 +3%
RIM
257
Redwood Investment Management
Arizona
$3.79M
HAC
258
Harbor Advisory Corp
New Hampshire
$3.76M +$45.7K +295 +1%
PCA
259
Peddock Capital Advisors
Massachusetts
$3.75M -$237K -1,529 -6%
FA
260
FDx Advisors
Illinois
$3.71M -$224K -1,445 -6%
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$3.68M +$49.2K +317 +1%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$3.55M +$36.1K +233 +1%
MAFM
263
Mid Atlantic Financial Management
Pennsylvania
$3.55M +$70.4K +454 +2%
WIA
264
Wealthstreet Investment Advisors
Texas
$3.53M +$128K +825 +4%
IA
265
IndexIQ Advisors
New York
$3.53M +$409K +2,640 +13%
PCA
266
Personal Capital Advisors
California
$3.51M +$215K +1,384 +6%
CB
267
Commerce Bank
Missouri
$3.51M -$109K -703 -3%
RJT
268
Raymond James Trust
Florida
$3.5M -$12.7K -82 -0.4%
LFAS
269
Level Four Advisory Services
Texas
$3.48M -$521K -3,357 -13%
AWM
270
AE Wealth Management
Kansas
$3.41M +$566K +3,651 +20%
TF
271
Trek Financial
Arizona
$3.41M
HCM
272
HM Capital Management
Missouri
$3.39M -$27.4K -177 -0.8%
CCM
273
Chilton Capital Management
Texas
$3.39M +$14K +90 +0.4%
MFG
274
Magnus Financial Group
New York
$3.36M -$12.4K -80 -0.4%
DAS
275
Dynamic Advisor Solutions
Arizona
$3.36M -$17.7K -114 -0.5%

VB Hedge Fund Activity: Q3 2019 in Review

967 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2019, worth a combined $13.2B — down 1.5% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VB positions and 46 closed out — a net gain of 20 holders — while 411 added to existing stakes and 333 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $49.9M. The largest seller was Royal Bank of Canada, cutting an estimated $64.8M.

  • 967 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2019, up from 956 in Q2 2019.
  • Funds reported $13.2B of Vanguard Small-Cap ETF stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 66 funds opened new Vanguard Small-Cap ETF positions in Q3 2019 and 46 closed out, a net change of +20 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q3 2019 was Jones Financial Companies, an estimated $49.9M added.
  • The largest Vanguard Small-Cap ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $64.8M sold.

Based on aggregated 13F filings for Q3 2019.