We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

680 hedge funds and large institutions have $9.6B invested in Vanguard Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 171 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 171

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 6167 (+6)

2% more funds holding

Funds holding: 668680 (+12)

1.06% more ownership

Funds ownership: 50.53%51.59% (+1.1%)

5% more capital invested

Capital invested by funds: $9.15B → $9.6B (+$452M)

86% less call options, than puts

Call options by funds: $4.45M | Put options by funds: $30.7M

Holders
680
Holders Change
+12
Holders Change %
+1.8%
% of All Funds
16.95%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.67%
New
55
Increased
322
Reduced
171
Closed
34
Calls
$4.45M
Puts
$30.7M
Net Calls
-$26.3M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
326
First National Trust
Pennsylvania
$1M +$177K +1,323 +22%
PA
327
Paracle Advisors
Washington
$999K -$33.8K -252 -3%
BKA
328
Brick & Kyle Associates
Pennsylvania
$992K +$47.2K +352 +5%
FA
329
FCG Advisors
New Jersey
$991K +$980K +7,314 New
CSIC
330
Clifford Swan Investment Counsel
California
$987K
CWM
331
Cornerstone Wealth Management
Missouri
$984K -$22.4K -167 -2%
WIM
332
Westside Investment Management
California
$981K +$135K +1,005 +16%
FPB
333
First PREMIER Bank
South Dakota
$981K +$67K +500 +7%
BST
334
Bath Savings Trust
Maine
$976K
HCM
335
Horan Capital Management
Maryland
$972K +$3.89K +29 +0.4%
BWA
336
BlueSky Wealth Advisors
North Carolina
$970K +$33.6K +251 +4%
SPC
337
Sigma Planning Corp
Michigan
$957K -$12.7K -95 -1%
FC
338
Ferris Capital
Massachusetts
$949K +$938K +7,000 New
MC
339
Moors & Cabot
Massachusetts
$940K -$47K -351 -5%
SG
340
Somerset Group
Minnesota
$937K -$5.36K -40 -0.6%
Betterment LLC
341
Betterment LLC
New York
$922K +$231K +1,721 +34%
CI
342
Chartist Inc
California
$904K -$26.7K -199 -3%
Luther King Capital Management (LKCM)
343
Luther King Capital Management (LKCM)
Texas
$895K
EA
344
Edge Advisors
Georgia
$890K
CCM
345
Covington Capital Management
California
$883K
KeyBank National Association
346
KeyBank National Association
Ohio
$877K +$309K +2,309 +55%
CS
347
Credit Suisse
Switzerland
$870K -$1.45M -10,797 -63%
State Street
348
State Street
Massachusetts
$868K +$858K +6,406 New
RWG
349
Regal Wealth Group
California
$854K
1GA
350
1st Global Advisors
Texas
$852K

VB Hedge Fund Activity: Q2 2017 in Review

680 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2017, worth a combined $9.6B — up 4.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VB positions and 34 closed out — a net gain of 21 holders — while 322 added to existing stakes and 171 trimmed.

The largest buyer was Acorns Advisers, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 680 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2017, up from 668 in Q1 2017.
  • Funds reported $9.6B of Vanguard Small-Cap ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 55 funds opened new Vanguard Small-Cap ETF positions in Q2 2017 and 34 closed out, a net change of +21 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2017 was Acorns Advisers, an estimated $122M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2017 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2017.