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Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
301
Evergreen Capital Management
Washington
$2.71M -$297 -2 -0%
MSS
302
Mitchell Sinkler & Starr
Pennsylvania
$2.7M
BWA
303
BlueSky Wealth Advisors
North Carolina
$2.7M -$11.3K -76 -0.4%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$2.7M +$1.45M +9,775 +125%
MAM
305
Marquette Asset Management
Minnesota
$2.68M
OCM
306
One Capital Management
California
$2.67M +$187K +1,260 +8%
CANC
307
Culbertson A N & Co
Virginia
$2.67M +$69.9K +470 +3%
AWM
308
Altium Wealth Management
New York
$2.67M -$143K -960 -5%
EW
309
Emerson Wealth
Michigan
$2.62M +$1.43M +9,640 +128%
SB
310
Simmons Bank
Arkansas
$2.62M +$18.3K +123 +0.7%
ACM
311
Alpha Capital Management
Texas
$2.6M -$204K -1,372 -7%
SEI Investments
312
SEI Investments
Pennsylvania
$2.59M +$2.35M +15,823 +1,356%
SC
313
Savant Capital
Illinois
$2.58M +$8.03K +54 +0.3%
Brown Advisory
314
Brown Advisory
Maryland
$2.57M +$394K +2,650 +19%
PFA
315
Pure Financial Advisors
California
$2.56M -$94.3K -634 -4%
PWM
316
PRW Wealth Management
Massachusetts
$2.56M +$83.7K +563 +3%
TC
317
TAP Consulting
Missouri
$2.55M +$2.48M +16,703 New
FA
318
FDx Advisors
Illinois
$2.54M +$164K +1,106 +7%
FLPIM
319
F.L. Putnam Investment Management
Massachusetts
$2.5M -$42.4K -285 -2%
CWM
320
CCG Wealth Management
California
$2.47M -$85.3K -574 -3%
BRM
321
Boston Research & Management
Massachusetts
$2.46M -$29.7K -200 -1%
BSW
322
Buckingham Strategic Wealth
Missouri
$2.46M +$672K +4,520 +39%
JFG
323
JMG Financial Group
Illinois
$2.45M -$338K -2,275 -12%
BFA
324
Bragg Financial Advisors
North Carolina
$2.39M -$3.72K -25 -0.2%
SS
325
Simplicity Solutions
Minnesota
$2.39M +$80.9K +544 +4%

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.