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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
BWA
301
BDO Wealth Advisors
Florida
$3.28M +$5.5M +34,511 +24%
HFA
302
Hoover Financial Advisors
Pennsylvania
$3.28M +$1.97M +12,392 +168%
CST
303
Charles Schwab Trust
Nevada
$3.23M +$340K +2,135 +12%
MWA
304
Martel Wealth Advisors
Washington
$3.21M -$5.1K -32 -0.2%
ECG
305
Edge Capital Group
Georgia
$3.21M +$20.2K +127 +0.7%
HFS
306
HBC Financial Services
Washington
$3.11M +$3M +18,810 New
HR
307
Hardy Reed
Mississippi
$3.1M -$1.35M -8,496 -31%
SCM
308
Stonehearth Capital Management
Massachusetts
$3.09M -$4.45M -27,915 -60%
JFA
309
JNBA Financial Advisors
Minnesota
$3.07M -$213K -1,340 -7%
Brown Advisory
310
Brown Advisory
Maryland
$3.06M +$64.5K +405 +2%
BCM
311
Brookstone Capital Management
Illinois
$3.05M +$146K +919 +5%
AWA
312
Arete Wealth Advisors
Illinois
$3.01M +$1.58M +9,900 +119%
SAM
313
S.A. Mason
Michigan
$3M +$2.89M +18,138 New
EWM
314
Empirical Wealth Management
Washington
$3M +$379K +2,379 +15%
AWM
315
Altium Wealth Management
New York
$2.97M +$17.5K +110 +0.6%
RBC
316
Roble Belko & Company
Pennsylvania
$2.95M -$80.6K -506 -3%
SPP
317
Single Point Partners
Massachusetts
$2.92M +$2.81M +17,611 New
AIS
318
American Investment Services
Massachusetts
$2.91M +$339K +2,127 +14%
EFSCE
319
Enterprise Financial Services Corp (EFSC)
Missouri
$2.9M +$290K +1,822 +12%
EW
320
Emerson Wealth
Michigan
$2.88M +$12.7K +80 +0.5%
WJWM
321
Williams Jones Wealth Management
New York
$2.88M +$284K +1,786 +11%
AMG
322
Asset Management Group
Connecticut
$2.87M +$1.46M +9,155 +112%
BWM
323
Brickley Wealth Management
California
$2.87M -$33.5K -210 -1%
QIM
324
Quest Investment Management
Oregon
$2.85M
HSA
325
HBK Sorce Advisory
Pennsylvania
$2.84M -$38.7K -243 -1%

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.