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Vanguard Small-Cap ETF

680 hedge funds and large institutions have $9.6B invested in Vanguard Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 171 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 171

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 6167 (+6)

2% more funds holding

Funds holding: 668680 (+12)

1.06% more ownership

Funds ownership: 50.53%51.59% (+1.1%)

5% more capital invested

Capital invested by funds: $9.15B → $9.6B (+$452M)

86% less call options, than puts

Call options by funds: $4.45M | Put options by funds: $30.7M

Holders
680
Holders Change
+12
Holders Change %
+1.8%
% of All Funds
16.95%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.67%
New
55
Increased
322
Reduced
171
Closed
34
Calls
$4.45M
Puts
$30.7M
Net Calls
-$26.3M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
276
Chicago Partners Investment Group
Illinois
$1.56M -$2.28M -16,996 -59%
GIM
277
Goelzer Investment Management
Indiana
$1.55M -$166K -1,242 -10%
Citadel Advisors
278
Citadel Advisors
Florida
$1.54M +$1.52M +11,356 New
MSS
279
Mitchell Sinkler & Starr
Pennsylvania
$1.51M +$49.6K +370 +3%
WTB
280
Washington Trust Bank
Washington
$1.5M +$9.38K +70 +0.6%
GRP
281
Global Retirement Partners
California
$1.5M +$304K +2,268 +26%
FPIS
282
Financial Planning & Information Services
Wisconsin
$1.49M -$33.9K -253 -2%
FAAS
283
First Allied Advisory Services
California
$1.48M +$952K +7,102 +185%
PCA
284
Personal Capital Advisors
California
$1.44M -$302K -2,255 -17%
Barclays
285
Barclays
United Kingdom
$1.44M
BC
286
Bartlett & Co
Ohio
$1.44M +$18.1K +135 +1%
RMDI
287
R.M. Davis Inc
Maine
$1.43M +$11K +82 +0.8%
IWA
288
Inspirion Wealth Advisors
Illinois
$1.42M +$190K +1,419 +16%
BCP
289
Berkeley Capital Partners
Georgia
$1.41M -$55.3K -413 -4%
CAW
290
Cornerstone Advisors (Washington)
Washington
$1.4M
NFG
291
Nadler Financial Group
Illinois
$1.39M -$268K -2,000 -16%
SBL
292
Sargent Bickham Lagudis
Colorado
$1.38M
FTS
293
Fifth Third Securities
Ohio
$1.38M +$358K +2,674 +36%
HNB
294
Huntington National Bank
Ohio
$1.37M -$1.21M -9,005 Closed
HHGA
295
Halbert Hargrove Global Advisors
California
$1.36M +$14.3K +107 +1%
HWP
296
Hefty Wealth Partners
Indiana
$1.36M +$87.8K +655 +7%
QIM
297
Quest Investment Management
Oregon
$1.34M -$26.3K -196 -2%
BSW
298
Buckingham Strategic Wealth
Missouri
$1.32M -$253K -1,886 -16%
RIA
299
Regal Investment Advisors
Michigan
$1.31M +$173K +1,289 +15%
SCA
300
Stillwater Capital Advisors
Pennsylvania
$1.28M

VB Hedge Fund Activity: Q2 2017 in Review

680 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2017, worth a combined $9.6B — up 4.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VB positions and 34 closed out — a net gain of 21 holders — while 322 added to existing stakes and 171 trimmed.

The largest buyer was Acorns Advisers, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 680 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2017, up from 668 in Q1 2017.
  • Funds reported $9.6B of Vanguard Small-Cap ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 55 funds opened new Vanguard Small-Cap ETF positions in Q2 2017 and 34 closed out, a net change of +21 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2017 was Acorns Advisers, an estimated $122M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2017 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2017.