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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
SCA
351
Stillwater Capital Advisors
Pennsylvania
$2.06M -$480K -3,231 -19%
EVM
352
Eaton Vance Management
Massachusetts
$2.06M -$944K -6,353 -32%
HKAM
353
Horizon Kinetics Asset Management
New York
$2.05M +$2M +13,442 New
AIS
354
American Investment Services
Massachusetts
$2.02M +$96K +646 +5%
WJA
355
Williams Jones & Associates
New York
$2.02M -$10.9K -73 -0.6%
PMG
356
ProVise Management Group
Florida
$2M +$11.9K +80 +0.6%
CCA
357
Checchi Capital Advisers
California
$1.99M -$122K -823 -6%
APSP
358
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.97M +$38.5K +259 +2%
TPA
359
Trivium Point Advisory
Connecticut
$1.97M +$155K +1,043 +9%
CWM
360
Capital Wealth Management
Rhode Island
$1.95M -$75.1K -505 -4%
BKA
361
Brick & Kyle Associates
Pennsylvania
$1.91M +$81K +545 +5%
TCPWM
362
Traverso Chambers Private Wealth Management
California
$1.91M +$110K +738 +6%
FHC
363
First Heartland Consultants
Missouri
$1.89M -$38.8K -261 -2%
RMDI
364
R.M. Davis Inc
Maine
$1.87M +$29.1K +196 +2%
AWA
365
Acorn Wealth Advisors
Michigan
$1.86M +$743 +5 +0%
CPA
366
Clear Perspective Advisors
Illinois
$1.86M -$467K -3,139 -20%
SCM
367
SOL Capital Management
Maryland
$1.84M -$14.9K -100 -0.8%
CMBA
368
C.M. Bidwell & Associates
Hawaii
$1.83M -$14.1K -95 -0.8%
LCM
369
Lucas Capital Management
New Jersey
$1.83M +$122K +820 +7%
CP
370
Camelot Portfolios
Ohio
$1.8M -$34.8K -234 -2%
FWCM
371
Ferguson Wellman Capital Management
Oregon
$1.75M -$434K -2,921 -20%
AWA
372
Arete Wealth Advisors
Illinois
$1.72M +$223K +1,500 +15%
SWA
373
Stratos Wealth Advisors
Ohio
$1.72M -$207K -1,392 -11%
KeyBank National Association
374
KeyBank National Association
Ohio
$1.7M -$59.2K -398 -3%
AIM
375
Acropolis Investment Management
Missouri
$1.69M -$343K -2,310 -17%

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.