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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
FNT
401
First National Trust
Pennsylvania
$1.54M +$167K +1,122 +12%
BCM
402
Brookstone Capital Management
Illinois
$1.53M +$359K +2,418 +32%
PD
403
Planning Directions
Pennsylvania
$1.53M +$63.2K +425 +4%
WLIM
404
White Lighthouse Investment Management
Massachusetts
$1.53M +$239K +1,610 +19%
VRM
405
Vectors Research Management
New York
$1.52M -$25.4K -171 -2%
FI
406
Financial Insights
Washington
$1.52M -$40.7K -274 -3%
ACP
407
Ashfield Capital Partners
California
$1.5M +$11.6K +78 +0.8%
DSA
408
Droms Strauss Advisors
Missouri
$1.5M -$123K -830 -8%
KFGK
409
Keystone Financial Group (Kentucky)
Kentucky
$1.5M +$110K +737 +8%
VA
410
Valmark Advisers
Ohio
$1.48M +$364K +2,450 +34%
RCM
411
Radnor Capital Management
Pennsylvania
$1.47M +$29.7K +200 +2%
Chevy Chase Trust
412
Chevy Chase Trust
Maryland
$1.43M +$872K +5,866 +185%
ACM
413
Aviance Capital Management
Florida
$1.41M -$77.9K -524 -5%
WP
414
WealthSource Partners
California
$1.4M +$46.2K +311 +4%
WPW
415
Waldron Private Wealth
Pennsylvania
$1.39M +$5.5K +37 +0.4%
SIAS
416
Shine Investment Advisory Services
Colorado
$1.39M
SPIA
417
Steward Partners Investment Advisory
New York
$1.39M +$159K +1,071 +13%
TA
418
Tiedemann Advisors
New York
$1.37M +$74.3K +500 +6%
BNP Paribas Financial Markets
419
BNP Paribas Financial Markets
France
$1.36M +$567K +3,815 +75%
MGIA
420
Moneta Group Investment Advisors
Missouri
$1.36M -$15K -101 -1%
KA
421
Klingman & Associates
New York
$1.35M -$6.84K -46 -0.5%
SC
422
SouthState Corp
Florida
$1.35M +$51.7K +348 +4%
HNB
423
Huntington National Bank
Ohio
$1.35M
LFG
424
Larson Financial Group
Missouri
$1.34M -$43.6K -293 -3%
SEIA
425
Signature Estate & Investment Advisors
California
$1.33M -$99K -666 -7%

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.