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Vanguard Small-Cap ETF

808 hedge funds and large institutions have $11.4B invested in Vanguard Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $2.06M

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

4% more funds holding

Funds holding: 780808 (+28)

1% more capital invested

Capital invested by funds: $11.3B → $11.4B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

0.08% less ownership

Funds ownership: 52.66%52.58% (-0.08%)

Holders
808
Holders Change
+28
Holders Change %
+3.59%
% of All Funds
18.52%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.67%
New
81
Increased
311
Reduced
271
Closed
45
Calls
$3.93M
Puts
$2.06M
Net Calls
+$1.87M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
326
Washington Trust Bank
Washington
$1.49M -$258K -1,727 -15%
AWM
327
Altium Wealth Management
New York
$1.48M -$7.76K -52 -0.5%
MAS
328
Managed Account Services
Florida
$1.46M -$5.82K -39 -0.4%
FHC
329
First Heartland Consultants
Missouri
$1.46M +$145K +968 +11%
BSW
330
Buckingham Strategic Wealth
Missouri
$1.44M +$414K +2,774 +39%
HHGA
331
Halbert Hargrove Global Advisors
California
$1.44M -$17.5K -117 -1%
LFG
332
Larson Financial Group
Missouri
$1.43M -$3.48M -23,300 -71%
TYCC
333
Texas Yale Capital Corp
Florida
$1.43M +$597 +4 +0%
CHA
334
Carmichael Hill & Associates
Maryland
$1.43M -$6.72K -45 -0.5%
DSC
335
Duncker Streett & Co
Missouri
$1.42M +$2.99K +20 +0.2%
RW
336
REDW Wealth
New Mexico
$1.41M -$170K -1,142 -11%
HWP
337
Hefty Wealth Partners
Indiana
$1.41M -$155K -1,036 -10%
FMWA
338
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$1.5M -10,049 -51%
KeyBank National Association
339
KeyBank National Association
Ohio
$1.4M -$188K -1,261 -12%
SBL
340
Sargent Bickham Lagudis
Colorado
$1.38M -$121K -808 -8%
AFP
341
Ausdal Financial Partners
Iowa
$1.38M +$276K +1,850 +24%
SAM
342
Sawgrass Asset Management
Florida
$1.38M
PD
343
Planning Directions
Pennsylvania
$1.37M +$1.4M +9,355 New
FPS
344
Fieldpoint Private Securities
Connecticut
$1.36M +$412K +2,759 +42%
DCM
345
Donaldson Capital Management
Indiana
$1.36M +$60K +402 +5%
MFS
346
McNamara Financial Services
Massachusetts
$1.36M +$11.5K +77 +0.8%
MFT
347
Moisand Fitzgerald Tamayo
Florida
$1.35M -$1.14M -7,604 -45%
QIM
348
Quest Investment Management
Oregon
$1.34M -$14.2K -95 -1%
BAC
349
Boys Arnold & Co
North Carolina
$1.34M +$3.73K +25 +0.3%
SCA
350
Snowden Capital Advisors
New York
$1.33M -$81.8K -548 -6%

VB Hedge Fund Activity: Q1 2018 in Review

808 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2018, worth a combined $11.4B — up 1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 45 closed out — a net gain of 36 holders — while 311 added to existing stakes and 271 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $141M.

  • 808 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2018, up from 780 in Q4 2017.
  • Funds reported $11.4B of Vanguard Small-Cap ETF stock for Q1 2018, up 1% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2018 and 45 closed out, a net change of +36 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2018 was Goldman Sachs, an estimated $173M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2018 was JP Morgan Chase, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.