We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

967 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 411 increasing their positions, 333 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $2.06M

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

23% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 333

1% more funds holding

Funds holding: 956967 (+11)

0.36% more ownership

Funds ownership: 53.08%53.44% (+0.36%)

2% less capital invested

Capital invested by funds: $13.4B → $13.2B (-$203M)

9% less funds holding in top 10

Funds holding in top 10: 8981 (-8)

Holders
967
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
21.21%
Holding in Top 10
81
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.99%
% of All Funds
1.78%
New
66
Increased
411
Reduced
333
Closed
46
Calls
$6.97M
Puts
$2.06M
Net Calls
+$4.91M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
351
J.W. Burns & Co
New York
$2.14M -$20.2K -130 -0.9%
TC
352
TAP Consulting
Missouri
$2.14M +$2.16M +13,918 New
SFA
353
Semmax Financial Advisors
North Carolina
$2.14M -$271K -1,749 -11%
GPWA
354
Great Point Wealth Advisors
Massachusetts
$2.13M -$758K -4,887 -26%
APA
355
American Portfolios Advisors
New York
$2.11M -$4.5K -29 -0.2%
RCS
356
Retirement Capital Strategies
California
$2.09M -$18.9K -122 -0.9%
ACM
357
Alpha Capital Management
Texas
$2.07M -$20.3K -131 -1%
IA
358
IFG Advisors
Missouri
$2.05M +$2.06M +13,305 New
EVM
359
Eaton Vance Management
Massachusetts
$2.04M
JWM
360
JFG Wealth Management
Colorado
$2.04M +$106K +685 +5%
OIA
361
OneDigital Investment Advisors
Kansas
$2.02M +$635K +4,094 +45%
MAS
362
Managed Account Services
Florida
$2.01M +$273K +1,759 +16%
BJL
363
Brighton Jones LLC
Washington
$1.99M +$249K +1,607 +14%
WLIM
364
White Lighthouse Investment Management
Massachusetts
$1.99M +$188K +1,213 +10%
CCA
365
Checchi Capital Advisers
California
$1.98M -$6.51K -42 -0.3%
CWM
366
Capital Wealth Management
Rhode Island
$1.98M +$65.4K +422 +3%
CFGS
367
Concourse Financial Group Securities
Alabama
$1.98M -$4.08M -26,304 -67%
APSP
368
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.96M +$11.6K +75 +0.6%
WP
369
WealthSource Partners
California
$1.95M -$155K -1,000 -7%
LNC
370
Lincoln National Corp
Pennsylvania
$1.92M +$430K +2,771 +28%
SCA
371
STALEY CAPITAL ADVISERS
Pennsylvania
$1.91M +$128K +823 +7%
ABC
372
Associated Banc-Corp
Wisconsin
$1.91M +$281K +1,810 +17%
TCPWM
373
Traverso Chambers Private Wealth Management
California
$1.9M -$19.7K -127 -1%
AWA
374
Acorn Wealth Advisors
Michigan
$1.9M -$12.7K -82 -0.7%
LCM
375
Lucas Capital Management
New Jersey
$1.88M -$8.68K -56 -0.5%

VB Hedge Fund Activity: Q3 2019 in Review

967 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2019, worth a combined $13.2B — down 1.5% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VB positions and 46 closed out — a net gain of 20 holders — while 411 added to existing stakes and 333 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $49.9M. The largest seller was Royal Bank of Canada, cutting an estimated $64.8M.

  • 967 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2019, up from 956 in Q2 2019.
  • Funds reported $13.2B of Vanguard Small-Cap ETF stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 66 funds opened new Vanguard Small-Cap ETF positions in Q3 2019 and 46 closed out, a net change of +20 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q3 2019 was Jones Financial Companies, an estimated $49.9M added.
  • The largest Vanguard Small-Cap ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $64.8M sold.

Based on aggregated 13F filings for Q3 2019.