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Vanguard Small-Cap ETF

808 hedge funds and large institutions have $11.4B invested in Vanguard Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $2.06M

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

4% more funds holding

Funds holding: 780808 (+28)

1% more capital invested

Capital invested by funds: $11.3B → $11.4B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

0.08% less ownership

Funds ownership: 52.66%52.58% (-0.08%)

Holders
808
Holders Change
+28
Holders Change %
+3.59%
% of All Funds
18.52%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.67%
New
81
Increased
311
Reduced
271
Closed
45
Calls
$3.93M
Puts
$2.06M
Net Calls
+$1.87M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
376
Stokes Capital Advisors
South Carolina
$1.13M
CSIC
377
Clifford Swan Investment Counsel
California
$1.12M
VIM
378
Vista Investment Management
Pennsylvania
$1.1M -$196K -1,313 -15%
KA
379
Kovack Advisors
Florida
$1.1M +$3.28K +22 +0.3%
CCMD
380
Cypress Capital Management (Delaware)
Delaware
$1.1M +$46.3K +310 +4%
MWP
381
MYCIO Wealth Partners
Pennsylvania
$1.1M -$36.7K -246 -3%
LPT
382
Legacy Private Trust
Wisconsin
$1.05M -$293K -1,961 -21%
PCM
383
Parsons Capital Management
Rhode Island
$1.03M -$94.1K -630 -8%
BWA
384
BlueSky Wealth Advisors
North Carolina
$1.03M
KFGK
385
Keystone Financial Group (Kentucky)
Kentucky
$1.01M -$328K -2,195 -24%
MCP
386
Mirador Capital Partners
California
$1M +$60.6K +406 +6%
BST
387
Bath Savings Trust
Maine
$993K -$39.9K -267 -4%
FPB
388
First PREMIER Bank
South Dakota
$990K
SEIA
389
Signature Estate & Investment Advisors
California
$987K -$1.94K -13 -0.2%
SF
390
Synovus Financial
Georgia
$985K +$22.8K +153 +2%
CCM
391
Covington Capital Management
California
$972K
JFGLC
392
Johnson Financial Group LLC (Colorado)
Colorado
$963K +$424K +2,843 +77%
LP
393
LGL Partners
Pennsylvania
$959K +$2.99K +20 +0.3%
HH
394
Hilltop Holdings
Texas
$946K +$961K +6,437 New
NFG
395
Nadler Financial Group
Illinois
$944K
APA
396
American Portfolios Advisors
New York
$936K +$120K +804 +14%
FUBT
397
First United Bank & Trust
Maryland
$935K +$188K +1,256 +25%
VA
398
Valmark Advisers
Ohio
$929K -$36.1K -242 -4%
RWG
399
Regal Wealth Group
California
$926K
Luther King Capital Management (LKCM)
400
Luther King Capital Management (LKCM)
Texas
$926K +$8.06K +54 +0.9%

VB Hedge Fund Activity: Q1 2018 in Review

808 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2018, worth a combined $11.4B — up 1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 45 closed out — a net gain of 36 holders — while 311 added to existing stakes and 271 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $141M.

  • 808 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2018, up from 780 in Q4 2017.
  • Funds reported $11.4B of Vanguard Small-Cap ETF stock for Q1 2018, up 1% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2018 and 45 closed out, a net change of +36 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2018 was Goldman Sachs, an estimated $173M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2018 was JP Morgan Chase, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.