We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

680 hedge funds and large institutions have $9.6B invested in Vanguard Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 171 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 171

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 6167 (+6)

2% more funds holding

Funds holding: 668680 (+12)

1.06% more ownership

Funds ownership: 50.53%51.59% (+1.1%)

5% more capital invested

Capital invested by funds: $9.15B → $9.6B (+$452M)

86% less call options, than puts

Call options by funds: $4.45M | Put options by funds: $30.7M

Holders
680
Holders Change
+12
Holders Change %
+1.8%
% of All Funds
16.95%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.67%
New
55
Increased
322
Reduced
171
Closed
34
Calls
$4.45M
Puts
$30.7M
Net Calls
-$26.3M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
426
Chas P. Smith & Associates (CPS)
Florida
$523K
OC
427
Oarsman Capital
Wisconsin
$523K +$6.7K +50 +1%
WS
428
Wedbush Securities
California
$509K +$61.1K +456 +14%
UB
429
UMB Bank
Missouri
$509K +$127K +950 +34%
SNBOSD
430
Security National Bank of So Dak
Iowa
$505K -$27.5K -205 -5%
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$502K +$54.5K +407 +12%
CCM
432
Chilton Capital Management
Texas
$501K +$65.5K +489 +15%
WA1
433
Wimmer Associates 1
California
$500K -$33.4K -249 -6%
AL
434
Aspiriant LLC
California
$492K -$4.69K -35 -1%
MFWM
435
Motley Fool Wealth Management
Virginia
$492K +$95.4K +712 +24%
SFG
436
SNS Financial Group
Minnesota
$487K +$21.3K +159 +5%
OIA
437
OneDigital Investment Advisors
Kansas
$487K +$482K +3,594 New
Wolverine Trading
438
Wolverine Trading
Illinois
$485K -$372K -2,776 -44%
ABC
439
Associated Banc-Corp
Wisconsin
$484K -$146K -1,089 -23%
BPCE
440
Bank Pictet & Cie (Europe)
Germany
$484K
BFO
441
Boston Family Office
Massachusetts
$483K -$19.7K -147 -4%
MHS
442
M Holdings Securities
Oregon
$481K +$8.44K +63 +2%
Kovitz Investment Group Partners
443
Kovitz Investment Group Partners
Illinois
$481K +$58.2K +434 +14%
MWAC
444
Mariner Wealth Advisors (Cincinnati)
Ohio
$476K +$6.7K +50 +1%
AIP
445
Ameritas Investment Partners
Nebraska
$476K +$58.4K +436 +14%
WF
446
Welch & Forbes
Massachusetts
$475K
CFC
447
Coyle Financial Counsel
Illinois
$473K -$16.6K -124 -3%
HK
448
Horizon Kinetics
New York
$473K
NSIM
449
North Star Investment Management
Illinois
$468K -$7.24K -54 -2%
OPCM
450
Osborne Partners Capital Management
California
$468K +$221K +1,647 +91%

VB Hedge Fund Activity: Q2 2017 in Review

680 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2017, worth a combined $9.6B — up 4.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VB positions and 34 closed out — a net gain of 21 holders — while 322 added to existing stakes and 171 trimmed.

The largest buyer was Acorns Advisers, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 680 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2017, up from 668 in Q1 2017.
  • Funds reported $9.6B of Vanguard Small-Cap ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 55 funds opened new Vanguard Small-Cap ETF positions in Q2 2017 and 34 closed out, a net change of +21 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2017 was Acorns Advisers, an estimated $122M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2017 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2017.