We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

668 hedge funds and large institutions have $9.15B invested in Vanguard Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 205 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

41% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 205

15% more capital invested

Capital invested by funds: $7.98B → $9.15B (+$1.17B)

6% more funds holding

Funds holding: 631668 (+37)

1.17% more ownership

Funds ownership: 49.36%50.53% (+1.2%)

10% less funds holding in top 10

Funds holding in top 10: 6861 (-7)

85% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $33M

Holders
668
Holders Change
+37
Holders Change %
+5.86%
% of All Funds
16.63%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.52%
New
81
Increased
289
Reduced
205
Closed
40
Calls
$4.96M
Puts
$33M
Net Calls
-$28.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
376
Gilbert & Cook
Iowa
$672K -$77.5K -586 -10%
BFG
377
Beacon Financial Group
Texas
$672K +$93.1K +704 +16%
FC
378
Forte Capital
New York
$672K +$103K +781 +18%
SDWMA
379
Schneider Downs Wealth Management Advisors
Pennsylvania
$668K +$93.8K +709 +16%
FMBTD
380
First Midwest Bank Trust Division
Illinois
$666K
BSB
381
Bangor Savings Bank
Maine
$644K +$2.38K +18 +0.4%
BA
382
BKS Advisors
Michigan
$642K -$4.5K -34 -0.7%
CG
383
Cutler Group
California
$639K +$634K +4,795 New
FUBT
384
First United Bank & Trust
Maryland
$633K +$201K +1,520 +47%
GP
385
Girard Partners
Pennsylvania
$623K +$31.5K +238 +5%
ABC
386
Associated Banc-Corp
Wisconsin
$621K +$3.44K +26 +0.6%
PCTC
387
Perkins Coie Trust Company
Washington
$612K -$14.6K -110 -2%
SC
388
SouthState Corp
Florida
$610K
RC
389
Roundview Capital
New Jersey
$603K +$39.4K +298 +7%
AA
390
Alesco Advisors
New York
$601K -$130K -980 -18%
CCP
391
Clarkston Capital Partners
Michigan
$601K +$1.85K +14 +0.3%
QCG
392
Quadrant Capital Group
Ohio
$600K -$82.7K -625 -12%
KWM
393
Kingsview Wealth Management
Oregon
$597K +$593K +4,479 New
SSB
394
Sandy Spring Bank
Maryland
$592K +$49.6K +375 +9%
KA
395
Klingman & Associates
New York
$590K +$10.6K +80 +2%
RBC
396
Roble Belko & Company
Pennsylvania
$585K +$128K +969 +28%
JSL
397
JT Stratford LLC
Georgia
$584K +$13.2K +100 +2%
MWM
398
Meridian Wealth Management
Kentucky
$584K +$580K +4,385 New
BWA
399
Burt Wealth Advisors
Maryland
$579K +$529 +4 +0.1%
LWAC
400
Laurel Wealth Advisors (California)
California
$578K +$50.4K +381 +10%

VB Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2017, worth a combined $9.15B — up 15% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 40 closed out — a net gain of 41 holders — while 289 added to existing stakes and 205 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $332M. The largest seller was Acorns Advisers, cutting an estimated $50.1M.

  • 668 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2017, up from 631 in Q4 2016.
  • Funds reported $9.15B of Vanguard Small-Cap ETF stock for Q1 2017, up 15% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2017 and 40 closed out, a net change of +41 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $332M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2017 was Acorns Advisers, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2017.