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Vanguard Small-Cap ETF

668 hedge funds and large institutions have $9.15B invested in Vanguard Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 205 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

41% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 205

15% more capital invested

Capital invested by funds: $7.98B → $9.15B (+$1.17B)

6% more funds holding

Funds holding: 631668 (+37)

1.17% more ownership

Funds ownership: 49.36%50.53% (+1.2%)

10% less funds holding in top 10

Funds holding in top 10: 6861 (-7)

85% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $33M

Holders
668
Holders Change
+37
Holders Change %
+5.86%
% of All Funds
16.63%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.52%
New
81
Increased
289
Reduced
205
Closed
40
Calls
$4.96M
Puts
$33M
Net Calls
-$28.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
301
Boys Arnold & Co
North Carolina
$1.23M +$31.1K +235 +3%
IWA
302
Inspirion Wealth Advisors
Illinois
$1.21M +$290K +2,190 +32%
CAAS
303
Capital Asset Advisory Services
Michigan
$1.18M +$67.5K +510 +6%
GRP
304
Global Retirement Partners
California
$1.17M -$975K -7,369 -46%
MWP
305
MYCIO Wealth Partners
Pennsylvania
$1.17M +$195K +1,474 +20%
SCA
306
Snowden Capital Advisors
New York
$1.16M +$129K +972 +13%
BRWA
307
B. Riley Wealth Advisors
Florida
$1.14M +$67.5K +510 +6%
SIA
308
Starfire Investment Advisers
Michigan
$1.14M -$7.94K -60 -0.7%
SCM
309
SOL Capital Management
Maryland
$1.14M -$20K -151 -2%
SIAS
310
Shine Investment Advisory Services
Colorado
$1.13M +$1.13M +8,509 New
RIA
311
Regal Investment Advisors
Michigan
$1.12M +$94.5K +714 +9%
PS
312
Portfolio Solutions
Michigan
$1.11M -$2.91K -22 -0.3%
RCM
313
Radnor Capital Management
Pennsylvania
$1.11M -$265K -2,000 -19%
UAS
314
United Asset Strategies
New York
$1.11M +$98.3K +743 +10%
FFEC
315
First Financial Equity Corporation
Arizona
$1.1M +$1.1M +8,332 New
KA
316
Kovack Advisors
Florida
$1.1M +$275K +2,082 +34%
Simplex Trading
317
Simplex Trading
Illinois
$1.09M +$1.08M +8,195 New
FPCP
318
Fort Point Capital Partners
California
$1.05M +$279K +2,106 +36%
NFP
319
Narus Financial Partners
Utah
$1.02M -$12.7K -96 -1%
PA
320
Paracle Advisors
Washington
$1.02M +$45.4K +343 +5%
DSC
321
Duncker Streett & Co
Missouri
$1M +$2.51K +19 +0.3%
FTS
322
Fifth Third Securities
Ohio
$995K +$83.2K +629 +9%
FHC
323
First Heartland Consultants
Missouri
$984K +$271K +2,047 +38%
CWM
324
Cornerstone Wealth Management
Missouri
$974K +$394K +2,977 +67%
MC
325
Moors & Cabot
Massachusetts
$972K +$34.3K +259 +4%

VB Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2017, worth a combined $9.15B — up 15% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 40 closed out — a net gain of 41 holders — while 289 added to existing stakes and 205 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $332M. The largest seller was Acorns Advisers, cutting an estimated $50.1M.

  • 668 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2017, up from 631 in Q4 2016.
  • Funds reported $9.15B of Vanguard Small-Cap ETF stock for Q1 2017, up 15% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2017 and 40 closed out, a net change of +41 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $332M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2017 was Acorns Advisers, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2017.