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Vanguard Small-Cap ETF

1,103 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 438 increasing their positions, 401 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 61

77% more call options, than puts

Call options by funds: $7.21M | Put options by funds: $4.07M

25% more capital invested

Capital invested by funds: $12.4B → $15.5B (+$3.1B)

18% more funds holding in top 10

Funds holding in top 10: 88104 (+16)

5% more funds holding

Funds holding: 1,0461,103 (+57)

9% more repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 401

2.12% less ownership

Funds ownership: 59.74%57.62% (-2.1%)

Holders
1,103
Holders Change
+57
Holders Change %
+5.45%
% of All Funds
22.62%
Holding in Top 10
104
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.18%
% of All Funds
2.13%
New
124
Increased
438
Reduced
401
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
276
Simplicity Solutions
Minnesota
$4.41M +$2.03M +15,124 +100%
AI
277
Accredited Investors
Minnesota
$4.39M -$6.31M -47,000 -61%
LWAC
278
Laurel Wealth Advisors (California)
California
$4.39M +$430K +3,199 +12%
GSIS
279
Global Strategic Investment Solutions
Arizona
$4.36M +$214K +1,591 +6%
AllianceBernstein
280
AllianceBernstein
Tennessee
$4.36M +$14.6K +109 +0.4%
H
281
HoyleCohen
California
$4.33M -$1.32M -9,794 -25%
NFG
282
NewFocus Financial Group
Washington
$4.32M -$741K -5,521 -16%
FMC
283
First Merchants Corp
Indiana
$4.29M -$209K -1,555 -5%
RCAG
284
Rehmann Capital Advisory Group
Michigan
$4.26M +$1.09M +8,099 +38%
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
$4.17M +$438K +3,263 +13%
SPP
286
Single Point Partners
Massachusetts
$4.15M +$279K +2,081 +8%
WB
287
Webster Bank
Connecticut
$4.15M +$198K +1,471 +5%
CS
288
Comerica Securities
Michigan
$4.13M +$317K +2,358 +9%
GWM
289
Gray Wealth Management
Maine
$4.13M +$82.4K +614 +2%
AI
290
Atria Investments
North Carolina
$4.12M +$3.8M +28,301 New
DWM
291
Doyle Wealth Management
Florida
$4.11M +$3.19M +23,737 +535%
AO
292
Advisor OS
Illinois
$4.1M +$3.77M +28,109 New
Koshinski Asset Management
293
Koshinski Asset Management
Illinois
$4.09M +$741K +5,515 +24%
AMG
294
Asset Management Group
Connecticut
$4.07M +$20.5K +153 +0.6%
FNFDCM
295
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.05M +$27.5K +205 +0.7%
CAG
296
Crestwood Advisors Group
Massachusetts
$4.05M +$56.8K +423 +2%
IAN
297
Integrated Advisors Network
Texas
$4.05M +$190K +1,413 +5%
MWM
298
Marietta Wealth Management
Georgia
$4.01M +$298K +2,222 +9%
Jane Street
299
Jane Street
New York
$4.01M +$3.46M +25,782 +1,467%
SCP
300
Shorepoint Capital Partners
Massachusetts
$4.01M +$238K +1,770 +7%

VB Hedge Fund Activity: Q2 2020 in Review

1,103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2020, worth a combined $15.5B — up 25% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new VB positions and 61 closed out — a net gain of 63 holders — while 438 added to existing stakes and 401 trimmed.

The largest buyer was SignatureFD, adding an estimated $82.9M. The largest seller was Jones Financial Companies, cutting an estimated $233M.

  • 1,103 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2020, up from 1,046 in Q1 2020.
  • Funds reported $15.5B of Vanguard Small-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 124 funds opened new Vanguard Small-Cap ETF positions in Q2 2020 and 61 closed out, a net change of +63 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2020 was SignatureFD, an estimated $82.9M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2020 was Jones Financial Companies, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2020.