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Vanguard Small-Cap ETF

831 hedge funds and large institutions have $12.3B invested in Vanguard Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 357 increasing their positions, 267 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 267

8% more funds holding in top 10

Funds holding in top 10: 7379 (+6)

7% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$827M)

3% more funds holding

Funds holding: 808831 (+23)

0.26% more ownership

Funds ownership: 52.58%52.84% (+0.26%)

30% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.2M

Holders
831
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
19.02%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.81%
New
61
Increased
357
Reduced
267
Closed
29
Calls
$2.93M
Puts
$4.2M
Net Calls
-$1.27M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
426
WESCAP Management Group
California
$922K +$306 +2 +0%
CFD
427
Creative Financial Designs
Indiana
$921K +$77.3K +505 +9%
PSF
428
Pacific Sun Financial
California
$917K +$3.06K +20 +0.4%
LA
429
LexAurum Advisors
Kansas
$899K +$51.2K +335 +6%
AT
430
Arden Trust
Delaware
$897K
WLIM
431
White Lighthouse Investment Management
Massachusetts
$888K +$22.8K +149 +3%
HCM
432
Horan Capital Management
Maryland
$881K
MGIA
433
Moneta Group Investment Advisors
Missouri
$873K -$2.83M -18,469 -77%
AIP
434
Ameritas Investment Partners
Nebraska
$873K +$77.9K +509 +10%
CTC
435
Central Trust Company
Missouri
$866K -$43.8K -286 -5%
RC
436
Roundview Capital
New Jersey
$865K -$23.4K -153 -3%
ANTB
437
AMG National Trust Bank
Colorado
$854K +$252K +1,645 +43%
KA
438
Klingman & Associates
New York
$852K
PTC
439
Private Trust Company
Ohio
$849K -$2.75K -18 -0.3%
OA
440
Oxbow Advisors
Texas
$848K
JFA
441
Johanson Financial Advisors
California
$848K +$29.8K +195 +4%
CAM
442
Columbia Asset Management
Michigan
$844K +$1.68K +11 +0.2%
TI
443
Truepoint Inc
Ohio
$828K +$695K +4,542 +584%
OAM
444
Oppenheimer Asset Management
New York
$824K +$809K +5,291 New
HR
445
Howe & Rusling
New York
$818K +$4.13K +27 +0.5%
PA
446
Probity Advisors
Texas
$812K
JSL
447
JT Stratford LLC
Georgia
$807K +$16.2K +106 +2%
ACP
448
Aveo Capital Partners
Colorado
$803K -$118K -773 -13%
DCM
449
Dimension Capital Management
Florida
$797K -$32.1K -210 -4%
I
450
IberiaBank
Louisiana
$797K +$264K +1,725 +51%

VB Hedge Fund Activity: Q2 2018 in Review

831 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2018, worth a combined $12.3B — up 7.2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VB positions and 29 closed out — a net gain of 32 holders — while 357 added to existing stakes and 267 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $163M.

  • 831 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2018, up from 808 in Q1 2018.
  • Funds reported $12.3B of Vanguard Small-Cap ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 61 funds opened new Vanguard Small-Cap ETF positions in Q2 2018 and 29 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $216M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2018 was Goldman Sachs, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2018.