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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
TC
326
Truvestments Capital
Florida
$2.81M -$31.5K -198 -1%
CA
327
Clearstead Advisors
Ohio
$2.79M -$39.3K -247 -1%
CWAG
328
Compton Wealth Advisory Group
Virginia
$2.78M -$231K -1,451 -8%
TYCC
329
Texas Yale Capital Corp
Florida
$2.78M -$47.9K -301 -2%
SC
330
Savant Capital
Illinois
$2.77M -$51K -320 -2%
OCM
331
One Capital Management
California
$2.76M -$95.7K -601 -3%
BWA
332
BlueSky Wealth Advisors
North Carolina
$2.76M +$33.5K +210 +1%
MAM
333
Marquette Asset Management
Minnesota
$2.71M -$39.2K -246 -1%
PFA
334
Pure Financial Advisors
California
$2.71M -$45.9K -288 -2%
SGCA
335
Steel Grove Capital Advisors
Tennessee
$2.7M -$19.9K -125 -0.8%
SB
336
Simmons Bank
Arkansas
$2.69M +$47.3K +297 +2%
JFG
337
JMG Financial Group
Illinois
$2.67M -$86.7K -544 -3%
TA
338
Tiedemann Advisors
New York
$2.66M +$334K +2,097 +15%
FPGK
339
Financial Partners Group (Kansas)
Kansas
$2.65M +$2.1M +13,175 +470%
BFA
340
Bragg Financial Advisors
North Carolina
$2.63M +$33.5K +210 +1%
HL
341
HeadInvest LLC
Maine
$2.63M +$32.7K +205 +1%
PBF
342
Petix & Botte Financial
California
$2.62M +$2.52M +15,844 New
PMG
343
ProVise Management Group
Florida
$2.61M +$58.1K +365 +2%
CC
344
Claybrook Capital
Massachusetts
$2.61M
PA
345
Procyon Advisors
Connecticut
$2.61M +$2.51M +15,744 New
GG
346
Gleason Group
Kentucky
$2.6M +$2.5M +15,677 New
ACI
347
Alpha Cubed Investments
California
$2.58M -$841K -5,277 -25%
BRM
348
Boston Research & Management
Massachusetts
$2.57M -$89.8K -564 -4%
RIA
349
Regal Investment Advisors
Michigan
$2.57M -$34.2K -215 -1%
AIM
350
Acropolis Investment Management
Missouri
$2.57M +$105K +658 +4%

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.