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Vanguard Small-Cap ETF

1,099 hedge funds and large institutions have $15.1B invested in Vanguard Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $6.65M | Put options by funds: $744K

370% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 40

55% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 296

14% more capital invested

Capital invested by funds: $13.2B → $15.1B (+$1.87B)

14% more funds holding

Funds holding: 9681,099 (+131)

10% more funds holding in top 10

Funds holding in top 10: 8189 (+8)

1.64% more ownership

Funds ownership: 53.44%55.08% (+1.6%)

Holders
1,099
Holders Change
+131
Holders Change %
+13.53%
% of All Funds
21.66%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.75%
New
188
Increased
458
Reduced
296
Closed
40
Calls
$6.65M
Puts
$744K
Net Calls
+$5.9M
Net Calls Change
+$990K
Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
376
Great Point Wealth Advisors
Massachusetts
$2.31M +$22.8K +143 +1%
TC
377
TAP Consulting
Missouri
$2.31M +$4.94K +31 +0.2%
JWBC
378
J.W. Burns & Co
New York
$2.31M
CWM
379
CCG Wealth Management
California
$2.29M -$288K -1,808 -12%
HC
380
HNP Capital
New York
$2.29M +$629K +3,947 +40%
APA
381
American Portfolios Advisors
New York
$2.28M +$17.7K +111 +0.8%
TPCW
382
TD Private Client Wealth
New York
$2.27M +$2.18M +13,683 New
MAS
383
Managed Account Services
Florida
$2.27M +$86K +540 +4%
OIA
384
OneDigital Investment Advisors
Kansas
$2.23M +$47K +295 +2%
ABC
385
Associated Banc-Corp
Wisconsin
$2.22M +$161K +1,009 +8%
RCS
386
Retirement Capital Strategies
California
$2.22M -$25.2K -158 -1%
SCA
387
STALEY CAPITAL ADVISERS
Pennsylvania
$2.22M +$155K +973 +8%
IA
388
IFG Advisors
Missouri
$2.22M +$13.7K +86 +0.6%
WLIM
389
White Lighthouse Investment Management
Massachusetts
$2.21M +$71.2K +447 +3%
SFA
390
Semmax Financial Advisors
North Carolina
$2.21M -$87.9K -552 -4%
JWM
391
JFG Wealth Management
Colorado
$2.19M +$3.19K +20 +0.2%
CCA
392
Checchi Capital Advisers
California
$2.18M +$48.4K +304 +2%
CWM
393
Capital Wealth Management
Rhode Island
$2.17M +$37.6K +236 +2%
MECA
394
Miller Equity Capital Advisors
Texas
$2.17M +$2.09M +13,102 New
VA
395
Valmark Advisers
Ohio
$2.17M +$335K +2,106 +19%
EVM
396
Eaton Vance Management
Massachusetts
$2.14M -$58.5K -367 -3%
CPA
397
Clear Perspective Advisors
Illinois
$2.13M -$2.36M -14,790 -54%
TCPWM
398
Traverso Chambers Private Wealth Management
California
$2.06M +$9.88K +62 +0.5%
SCM
399
SOL Capital Management
Maryland
$2.04M +$170K +1,065 +9%
LPIC
400
LeJeune Puetz Investment Counsel
Michigan
$2.03M +$1.04M +6,500 +113%

VB Hedge Fund Activity: Q4 2019 in Review

1,099 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2019, worth a combined $15.1B — up 14% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VB positions and 40 closed out — a net gain of 148 holders — while 458 added to existing stakes and 296 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $163M. The largest seller was M&T Bank, exiting entirely with an estimated $91.1M sold.

  • 1,099 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2019, up from 968 in Q3 2019.
  • Funds reported $15.1B of Vanguard Small-Cap ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 188 funds opened new Vanguard Small-Cap ETF positions in Q4 2019 and 40 closed out, a net change of +148 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2019 was Churchill Management, an estimated $163M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2019 was M&T Bank, an estimated $91.1M sold.

Based on aggregated 13F filings for Q4 2019.