We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF
VB

924 hedge funds and large institutions have $11B invested in Vanguard Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 357 increasing their positions, 273 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 83

31% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 273

11% more funds holding in top 10

Funds holding in top 10: 79 → 88 (+9)

8% more funds holding

Funds holding: 855 → 924 (+69)

2.47% more ownership

Funds ownership: 51.64% → 54.11% (+2.5%)

16% less capital invested

Capital invested by funds: $13.1B → $11B (-$2.08B)

Holders
924
Holders Change
+69
Holders Change %
+8.07%
% of All Funds
20.59%
Holding in Top 10
88
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.39%
% of All Funds
1.96%
New
159
Increased
357
Reduced
273
Closed
83
Calls
$1.83M
Puts
–
Net Calls
+$1.83M
Net Calls Change
+$576K

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$143M
2
Bank of America
Bank of America
North Carolina
+$118M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$115M
4
GT
Glenmede Trust
Pennsylvania
+$56.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$49.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$326M
2
CWM
Cornerstone Wealth Management
Missouri
-$159M
3
CM
Churchill Management
California
-$73.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$72.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HH
376
Hilltop Holdings
Texas
$1.37M -$764K -5,248 -34%
HPC
377
Hobart Private Capital
North Carolina
$1.37M -$9.9K -68 -0.7%
LNC
378
Lincoln National Corp
Pennsylvania
$1.36M -$150K -1,033 -9%
KPW
379
Kore Private Wealth
New York
$1.36M +$1.5M +10,334 New
EWM
380
Empirical Wealth Management
Washington
$1.36M +$624K +4,288 +71%
DCM
381
Donaldson Capital Management
Indiana
$1.35M -$131K -901 -8%
Millennium Management
382
Millennium Management
New York
$1.34M +$726K +4,990 +96%
DSC
383
Duncker Streett & Co
Missouri
$1.34M -$78.3K -538 -5%
FHB
384
First Hawaiian Bank
Hawaii
$1.34M +$12.4K +85 +0.8%
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$1.34M – – –
VRM
386
Vectors Research Management
New York
$1.34M +$68K +467 +5%
SIA
387
Starfire Investment Advisers
Michigan
$1.34M +$227K +1,557 +18%
FNC
388
First National Corp
Massachusetts
$1.33M +$1.47M +10,080 New
6M
389
6 Meridian
Kansas
$1.33M -$28.4K -195 -2%
AFNAS
390
American Financial Network Advisory Services
California
$1.33M -$225K -1,548 -13%
AWA
391
Arete Wealth Advisors
Illinois
$1.29M -$72.5K -498 -5%
ACP
392
Ashfield Capital Partners
California
$1.29M +$54.6K +375 +4%
ACM
393
Aviance Capital Management
Florida
$1.29M -$238K -1,636 -14%
PS
394
Portfolio Solutions
Michigan
$1.27M +$37.1K +255 +3%
PD
395
Planning Directions
Pennsylvania
$1.26M +$15.6K +107 +1%
GFP
396
Gryphon Financial Partners
Ohio
$1.26M +$1.18M +8,076 New
HNB
397
Huntington National Bank
Ohio
$1.25M – – –
SCA
398
Snowden Capital Advisors
New York
$1.24M +$24.2K +166 +2%
SEIA
399
Signature Estate & Investment Advisors
California
$1.24M -$103K -708 -7%
RCM
400
Radnor Capital Management
Pennsylvania
$1.24M – – –
14 15
16
17 18

VB Hedge Fund Activity: Q4 2018 in Review

924 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2018, worth a combined $11B — down 16% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VB positions and 83 closed out — a net gain of 76 holders — while 357 added to existing stakes and 273 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $143M. The largest seller was JP Morgan Chase, cutting an estimated $326M.

  • 924 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2018, up from 855 in Q3 2018.
  • Funds reported $11B of Vanguard Small-Cap ETF stock for Q4 2018, down 16% quarter-over-quarter.
  • 159 funds opened new Vanguard Small-Cap ETF positions in Q4 2018 and 83 closed out, a net change of +76 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $143M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2018 was JP Morgan Chase, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2018.