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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
APSP
276
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.17M -$44.9K -301 -2%
RIA
277
Regal Investment Advisors
Michigan
$2.17M +$482K +3,226 +28%
HL
278
HeadInvest LLC
Maine
$2.1M -$3.73K -25 -0.2%
SPIA
279
Steward Partners Investment Advisory
New York
$2.06M -$2.24K -15 -0.1%
EHPM
280
Emery Howard Portfolio Management
California
$2.01M +$6.27K +42 +0.3%
FAAS
281
First Allied Advisory Services
California
$2.01M +$50.5K +338 +3%
AI
282
Atria Investments
North Carolina
$2.01M +$178K +1,194 +10%
CG
283
Colony Group
Massachusetts
$2M -$66.3K -444 -3%
IWC
284
Integrated Wealth Concepts
Massachusetts
$2M +$122K +820 +6%
FCI
285
Financial Counselors Inc
Kansas
$2M -$111K -746 -5%
CP
286
Camelot Portfolios
Ohio
$1.94M +$93K +623 +5%
PCA
287
Personal Capital Advisors
California
$1.93M +$152K +1,020 +8%
SRSA
288
S.R. Schill & Associates
Washington
$1.91M -$19K -127 -1%
BJL
289
Brighton Jones LLC
Washington
$1.91M -$553K -3,707 -22%
BBA
290
Braun-Bostich & Associates
Pennsylvania
$1.9M +$219K +1,464 +13%
BRM
291
Boston Research & Management
Massachusetts
$1.87M
WJA
292
Williams Jones & Associates
New York
$1.86M +$15.8K +106 +0.8%
CDIA
293
Capital Directions Investment Advisors
Georgia
$1.86M -$34.8K -233 -2%
LFGH
294
Lee Financial Group Hawaii
Hawaii
$1.85M -$299 -2 -0%
CCA
295
Checchi Capital Advisers
California
$1.83M -$99.4K -666 -5%
PMG
296
ProVise Management Group
Florida
$1.82M -$52.8K -354 -3%
ACM
297
AlphaStar Capital Management
North Carolina
$1.82M +$1.16M +7,780 +169%
SCM
298
SOL Capital Management
Maryland
$1.81M +$200K +1,343 +12%
A
299
AdvicePeriod
California
$1.8M +$383K +2,566 +26%
KWM
300
Kingsview Wealth Management
Oregon
$1.8M +$64.2K +430 +4%

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.