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Vanguard Small-Cap ETF

831 hedge funds and large institutions have $12.3B invested in Vanguard Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 357 increasing their positions, 267 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 267

8% more funds holding in top 10

Funds holding in top 10: 7379 (+6)

7% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$827M)

3% more funds holding

Funds holding: 808831 (+23)

0.26% more ownership

Funds ownership: 52.58%52.84% (+0.26%)

30% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.2M

Holders
831
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
19.02%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.81%
New
61
Increased
357
Reduced
267
Closed
29
Calls
$2.93M
Puts
$4.2M
Net Calls
-$1.27M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
376
Tiedemann Advisors
New York
$1.28M +$1.25M +8,196 New
BFG
377
Barber Financial Group
Kansas
$1.27M -$14.8K -97 -1%
KFGK
378
Keystone Financial Group (Kentucky)
Kentucky
$1.26M +$161K +1,054 +15%
SG
379
Somerset Group
Minnesota
$1.26M -$15.3K -100 -1%
LFG
380
Larson Financial Group
Missouri
$1.26M -$257K -1,677 -17%
NFG
381
Nadler Financial Group
Illinois
$1.24M +$239K +1,561 +24%
WP
382
WealthSource Partners
California
$1.24M +$6.27K +41 +0.5%
SFS
383
Sowell Financial Services
Arkansas
$1.24M -$58.9K -385 -5%
SCA
384
Stillwater Capital Advisors
Pennsylvania
$1.24M -$11.5K -75 -0.9%
BCP
385
Berkeley Capital Partners
Georgia
$1.21M -$9.33K -61 -0.8%
AWM
386
AE Wealth Management
Kansas
$1.21M +$498K +3,252 +72%
SCA
387
Stokes Capital Advisors
South Carolina
$1.2M
RWA
388
Ropes Wealth Advisors
Massachusetts
$1.18M -$27.4K -179 -2%
VIM
389
Vista Investment Management
Pennsylvania
$1.17M
SC
390
SouthState Corp
Florida
$1.15M -$248K -1,621 -18%
AWM
391
Altium Wealth Management
New York
$1.15M -$412K -2,690 -27%
CCMD
392
Cypress Capital Management (Delaware)
Delaware
$1.13M -$41.3K -270 -4%
APA
393
American Portfolios Advisors
New York
$1.11M +$116K +760 +12%
Janus Henderson Group
394
Janus Henderson Group
United Kingdom
$1.1M +$475K +3,108 +79%
BWA
395
BlueSky Wealth Advisors
North Carolina
$1.09M -$3.52K -23 -0.3%
FUBT
396
First United Bank & Trust
Maryland
$1.08M +$85.2K +557 +9%
BST
397
Bath Savings Trust
Maine
$1.08M +$24.2K +158 +2%
PCM
398
Parsons Capital Management
Rhode Island
$1.07M -$24.3K -159 -2%
VA
399
Valmark Advisers
Ohio
$1.06M +$73K +477 +8%
EFS
400
Essex Financial Services
Connecticut
$1.06M -$835K -5,456 -45%

VB Hedge Fund Activity: Q2 2018 in Review

831 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2018, worth a combined $12.3B — up 7.2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VB positions and 29 closed out — a net gain of 32 holders — while 357 added to existing stakes and 267 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $163M.

  • 831 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2018, up from 808 in Q1 2018.
  • Funds reported $12.3B of Vanguard Small-Cap ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 61 funds opened new Vanguard Small-Cap ETF positions in Q2 2018 and 29 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $216M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2018 was Goldman Sachs, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2018.