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Vanguard Small-Cap ETF

1,099 hedge funds and large institutions have $15.1B invested in Vanguard Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $6.65M | Put options by funds: $744K

370% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 40

55% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 296

14% more capital invested

Capital invested by funds: $13.2B → $15.1B (+$1.87B)

14% more funds holding

Funds holding: 9681,099 (+131)

10% more funds holding in top 10

Funds holding in top 10: 8189 (+8)

1.64% more ownership

Funds ownership: 53.44%55.08% (+1.6%)

Holders
1,099
Holders Change
+131
Holders Change %
+13.53%
% of All Funds
21.66%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.75%
New
188
Increased
458
Reduced
296
Closed
40
Calls
$6.65M
Puts
$744K
Net Calls
+$5.9M
Net Calls Change
+$990K
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
276
Mid Atlantic Financial Management
Pennsylvania
$3.83M +$17.8K +112 +0.5%
LFAS
277
Level Four Advisory Services
Texas
$3.83M +$82.8K +520 +2%
BDF
278
Black Diamond Financial
Maryland
$3.82M -$1.18M -7,431 -24%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$3.82M +$2.87K +18 +0.1%
CCM
280
Chilton Capital Management
Texas
$3.79M +$140K +877 +4%
CB
281
Commerce Bank
Missouri
$3.78M +$6.21K +39 +0.2%
BHWM
282
Bay Harbor Wealth Management
Maryland
$3.78M +$218K +1,368 +6%
VFA
283
Voya Financial Advisors
Connecticut
$3.76M +$227K +1,422 +7%
CNBT
284
Cornerstone National Bank & Trust
Illinois
$3.75M +$3.61M +22,641 New
WIA
285
Wealthstreet Investment Advisors
Texas
$3.73M +$15.9K +100 +0.4%
CG
286
Colony Group
Massachusetts
$3.72M -$614K -3,854 -15%
BSW
287
Buckingham Strategic Wealth
Missouri
$3.7M +$446K +2,800 +14%
HCM
288
HM Capital Management
Missouri
$3.63M -$16.1K -101 -0.5%
CANC
289
Culbertson A N & Co
Virginia
$3.61M +$505K +3,170 +17%
DAS
290
Dynamic Advisor Solutions
Arizona
$3.61M -$5.58K -35 -0.2%
FLPIM
291
F.L. Putnam Investment Management
Massachusetts
$3.59M +$111K +698 +3%
CJA
292
C-J Advisory
California
$3.56M -$3.82K -24 -0.1%
PPP
293
Private Portfolio Partners
New Jersey
$3.53M +$73.9K +464 +2%
GRP
294
Global Retirement Partners
California
$3.46M +$53.4K +335 +2%
RFA
295
Radnor Financial Advisors
Pennsylvania
$3.44M +$3.31M +20,759 New
HFG
296
Heron Financial Group
New York
$3.42M +$3.24M +20,317 New
DWM
297
Dakota Wealth Management
Florida
$3.39M +$334K +2,099 +11%
WA
298
Wealth Architects
California
$3.38M +$53K +333 +2%
JFGLC
299
Johnson Financial Group LLC (Colorado)
Colorado
$3.33M +$583K +3,657 +22%
RFO
300
RiverGlades Family Offices
Florida
$3.29M -$54.2K -340 -2%

VB Hedge Fund Activity: Q4 2019 in Review

1,099 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2019, worth a combined $15.1B — up 14% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VB positions and 40 closed out — a net gain of 148 holders — while 458 added to existing stakes and 296 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $163M. The largest seller was M&T Bank, exiting entirely with an estimated $91.1M sold.

  • 1,099 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2019, up from 968 in Q3 2019.
  • Funds reported $15.1B of Vanguard Small-Cap ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 188 funds opened new Vanguard Small-Cap ETF positions in Q4 2019 and 40 closed out, a net change of +148 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2019 was Churchill Management, an estimated $163M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2019 was M&T Bank, an estimated $91.1M sold.

Based on aggregated 13F filings for Q4 2019.