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Vanguard Small-Cap ETF

808 hedge funds and large institutions have $11.4B invested in Vanguard Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $2.06M

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

4% more funds holding

Funds holding: 780808 (+28)

1% more capital invested

Capital invested by funds: $11.3B → $11.4B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

0.08% less ownership

Funds ownership: 52.66%52.58% (-0.08%)

Holders
808
Holders Change
+28
Holders Change %
+3.59%
% of All Funds
18.52%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.67%
New
81
Increased
311
Reduced
271
Closed
45
Calls
$3.93M
Puts
$2.06M
Net Calls
+$1.87M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
426
Oxbow Advisors
Texas
$801K
LDB
427
Lee, Danner & Bass
Tennessee
$799K
LA
428
LexAurum Advisors
Kansas
$799K +$49.1K +329 +6%
CAM
429
Columbia Asset Management
Michigan
$795K -$14.2K -95 -2%
CFD
430
Creative Financial Designs
Indiana
$795K +$163K +1,095 +25%
UBV
431
United Bank (Virginia)
Virginia
$794K
AWA
432
Arete Wealth Advisors
Illinois
$783K -$144K -962 -15%
DCM
433
Dimension Capital Management
Florida
$783K +$388K +2,600 +95%
IWA
434
Inspirion Wealth Advisors
Illinois
$774K -$873K -5,847 -53%
JFA
435
Johanson Financial Advisors
California
$770K -$4.93K -33 -0.6%
HR
436
Howe & Rusling
New York
$768K +$20K +134 +3%
PA
437
Probity Advisors
Texas
$766K
MC
438
Moors & Cabot
Massachusetts
$753K -$36.6K -245 -5%
AIP
439
Ameritas Investment Partners
Nebraska
$749K +$80K +536 +12%
SFG
440
StrategIQ Financial Group
Indiana
$748K -$232K -1,554 -23%
JSL
441
JT Stratford LLC
Georgia
$746K +$12.4K +83 +2%
MWAC
442
Mariner Wealth Advisors (Cincinnati)
Ohio
$729K -$53K -355 -7%
AMCA
443
Arthur M. Cohen & Associates
Illinois
$726K -$78.8K -528 -9%
OFG
444
Oxford Financial Group
Indiana
$723K
MA
445
Mutual Advisors
Nebraska
$720K +$74.6K +500 +11%
CAG
446
Crestwood Advisors Group
Massachusetts
$720K +$76K +509 +12%
FTIOP
447
Fiduciary Trust International of Pennsylvania
Pennsylvania
$707K
MCG
448
McCollum Christoferson Group
New York
$706K +$107K +714 +17%
FC
449
Ferris Capital
Massachusetts
$701K -$345K -2,310 -33%
CS
450
Credit Suisse
Switzerland
$699K -$2.08M -13,905 -75%

VB Hedge Fund Activity: Q1 2018 in Review

808 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2018, worth a combined $11.4B — up 1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 45 closed out — a net gain of 36 holders — while 311 added to existing stakes and 271 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $141M.

  • 808 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2018, up from 780 in Q4 2017.
  • Funds reported $11.4B of Vanguard Small-Cap ETF stock for Q1 2018, up 1% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2018 and 45 closed out, a net change of +36 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2018 was Goldman Sachs, an estimated $173M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2018 was JP Morgan Chase, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.