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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
HB
351
Homrich & Berg
Georgia
$2.56M +$132K +828 +6%
VRM
352
Vectors Research Management
New York
$2.53M +$604K +3,789 +33%
VC
353
Vicus Capital
Pennsylvania
$2.5M -$8.92K -56 -0.4%
SS
354
Simplicity Solutions
Minnesota
$2.5M +$1.25M +7,836 +108%
SCM
355
Spreng Capital Management
Ohio
$2.49M +$2.4M +15,055 New
FPS
356
Fieldpoint Private Securities
Connecticut
$2.48M +$23.9K +150 +1%
LNC
357
Lincoln National Corp
Pennsylvania
$2.48M +$391K +2,454 +20%
WA
358
Waverly Advisors
Alabama
$2.47M -$113K -711 -5%
ODIJL
359
One Day In July LLC
Vermont
$2.47M +$2.55K +16 +0.1%
GCA
360
Gradient Capital Advisors
California
$2.46M -$13.5K -85 -0.6%
NFG
361
Next Financial Group
Texas
$2.45M -$307K -1,925 -12%
CWM
362
Cranbrook Wealth Management
Michigan
$2.45M +$74.5K +468 +3%
BKA
363
Brick & Kyle Associates
Pennsylvania
$2.44M +$63.4K +398 +3%
VCM
364
Vivaldi Capital Management
Illinois
$2.44M -$304K -1,907 -11%
APC
365
Aspire Private Capital
North Carolina
$2.43M -$12.3K -77 -0.5%
SHWM
366
Smith & Howard Wealth Management
Georgia
$2.43M +$532K +3,343 +30%
HP
367
Hikari Power
Japan
$2.4M
NEAM
368
New England Asset Management
Connecticut
$2.4M
EHPM
369
Emery Howard Portfolio Management
California
$2.39M -$3.19K -20 -0.1%
SEI Investments
370
SEI Investments
Pennsylvania
$2.39M -$402K -2,521 -15%
FCI
371
Financial Counselors Inc
Kansas
$2.38M +$26K +163 +1%
BJL
372
Brighton Jones LLC
Washington
$2.38M +$224K +1,406 +11%
6M
373
6 Meridian
Kansas
$2.36M -$14.2K -89 -0.6%
CC
374
Courier Capital
New York
$2.34M -$115K -725 -5%
CMO
375
Covenant Multifamily Offices
Texas
$2.31M +$3.5M +21,967 +335%

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.