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Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Anchor Investment Management
South Carolina
$1.69M -$883K -5,940 -35%
HCC
377
Hirtle Callaghan & Co
Pennsylvania
$1.68M +$659K +4,436 +68%
MAS
378
Managed Account Services
Florida
$1.68M -$16.7K -112 -1%
DCM
379
Donaldson Capital Management
Indiana
$1.65M +$82.8K +557 +5%
CHA
380
Carmichael Hill & Associates
Maryland
$1.64M -$28.5K -192 -2%
TVWM
381
Tower View Wealth Management
Wisconsin
$1.64M +$1.04K +7 +0.1%
BJL
382
Brighton Jones LLC
Washington
$1.64M +$13.5K +91 +0.9%
FNC
383
First National Corp
Massachusetts
$1.62M +$81.5K +548 +5%
RCG
384
Ruggie Capital Group
Florida
$1.62M -$1.63M -10,952 -51%
GIM
385
Goelzer Investment Management
Indiana
$1.62M -$2.83K -19 -0.2%
EWM
386
Empirical Wealth Management
Washington
$1.62M +$38.2K +257 +2%
SBL
387
Sargent Bickham Lagudis
Colorado
$1.61M +$17.4K +117 +1%
BCM
388
BTC Capital Management
Iowa
$1.6M
HP
389
Hikari Power
Japan
$1.59M +$1.54M +10,390 New
DSC
390
Duncker Streett & Co
Missouri
$1.59M +$32.3K +217 +2%
HPC
391
Hobart Private Capital
North Carolina
$1.58M -$2.53K -17 -0.2%
KPW
392
Kore Private Wealth
New York
$1.58M
ATC
393
Argent Trust Co
Tennessee
$1.58M -$101K -678 -6%
FHB
394
First Hawaiian Bank
Hawaii
$1.57M +$19.8K +133 +1%
A
395
AdvicePeriod
California
$1.56M -$65.1K -438 -4%
JWM
396
JFG Wealth Management
Colorado
$1.56M +$792K +5,325 +109%
SCA
397
Snowden Capital Advisors
New York
$1.55M +$112K +752 +8%
SRSA
398
S.R. Schill & Associates
Washington
$1.55M -$62.7K -422 -4%
SIA
399
Starfire Investment Advisers
Michigan
$1.55M
Luther King Capital Management (LKCM)
400
Luther King Capital Management (LKCM)
Texas
$1.54M

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.