We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

831 hedge funds and large institutions have $12.3B invested in Vanguard Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 357 increasing their positions, 267 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 267

8% more funds holding in top 10

Funds holding in top 10: 7379 (+6)

7% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$827M)

3% more funds holding

Funds holding: 808831 (+23)

0.26% more ownership

Funds ownership: 52.58%52.84% (+0.26%)

30% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.2M

Holders
831
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
19.02%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.81%
New
61
Increased
357
Reduced
267
Closed
29
Calls
$2.93M
Puts
$4.2M
Net Calls
-$1.27M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
301
Atria Investments
North Carolina
$2.08M -$55.7K -364 -3%
FCI
302
Financial Counselors Inc
Kansas
$2.08M -$39.8K -260 -2%
BBA
303
Braun-Bostich & Associates
Pennsylvania
$2.04M +$27.7K +181 +1%
WJA
304
Williams Jones & Associates
New York
$2.04M +$64.4K +421 +3%
BJL
305
Brighton Jones LLC
Washington
$2.04M +$17.6K +115 +0.9%
ACM
306
Aviance Capital Management
Florida
$2.03M -$482K -3,151 -19%
CCA
307
Checchi Capital Advisers
California
$2.02M +$79.2K +518 +4%
SRSA
308
S.R. Schill & Associates
Washington
$2M -$21.7K -142 -1%
DWM
309
Dakota Wealth Management
Florida
$1.99M +$1.95M +12,763 New
CP
310
Camelot Portfolios
Ohio
$1.98M -$70.7K -462 -4%
BRM
311
Boston Research & Management
Massachusetts
$1.97M -$16.8K -110 -0.9%
CDIA
312
Capital Directions Investment Advisors
Georgia
$1.94M -$33.4K -218 -2%
SCM
313
SOL Capital Management
Maryland
$1.92M +$3.06K +20 +0.2%
LFGH
314
Lee Financial Group Hawaii
Hawaii
$1.92M -$41.3K -270 -2%
Renaissance Technologies
315
Renaissance Technologies
New York
$1.92M +$704K +4,600 +60%
BSW
316
Buckingham Strategic Wealth
Missouri
$1.88M +$343K +2,242 +23%
FAAS
317
First Allied Advisory Services
California
$1.87M -$254K -1,661 -12%
AWA
318
Acorn Wealth Advisors
Michigan
$1.85M +$612 +4 +0%
BNP Paribas Financial Markets
319
BNP Paribas Financial Markets
France
$1.76M -$68.3M -446,502 -98%
KWM
320
Kingsview Wealth Management
Oregon
$1.75M -$155K -1,011 -8%
EAM
321
Evanson Asset Management
California
$1.73M +$918 +6 +0.1%
WIM
322
Westside Investment Management
California
$1.72M -$24.5K -160 -1%
RMDI
323
R.M. Davis Inc
Maine
$1.72M +$9.03K +59 +0.5%
TYCC
324
Texas Yale Capital Corp
Florida
$1.71M +$190K +1,244 +13%
LCM
325
Lucas Capital Management
New Jersey
$1.71M -$111K -723 -6%

VB Hedge Fund Activity: Q2 2018 in Review

831 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2018, worth a combined $12.3B — up 7.2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VB positions and 29 closed out — a net gain of 32 holders — while 357 added to existing stakes and 267 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $163M.

  • 831 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2018, up from 808 in Q1 2018.
  • Funds reported $12.3B of Vanguard Small-Cap ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 61 funds opened new Vanguard Small-Cap ETF positions in Q2 2018 and 29 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $216M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2018 was Goldman Sachs, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2018.