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
GWM
476
Geneos Wealth Management
Colorado
$404K +$148K +1,102 +58%
DWT
477
Dorsey & Whitney Trust
South Dakota
$400K -$13.7K -102 -3%
FNBT
478
FineMark National Bank & Trust
Florida
$397K
S
479
SignatureFD
Georgia
$393K -$13K -97 -3%
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$392K -$130K -967 -25%
SIC
481
Sigma Investment Counselors
Michigan
$390K -$71K -530 -16%
Simplex Trading
482
Simplex Trading
Illinois
$389K -$713K -5,324 -65%
BBHC
483
Brown Brothers Harriman & Co
New York
$387K +$115K +856 +43%
HTC
484
Haverford Trust Company
Pennsylvania
$385K
SG Americas Securities
485
SG Americas Securities
New York
$378K -$3.78M -28,201 -91%
VFP
486
Verus Financial Partners
Virginia
$372K +$804 +6 +0.2%
CA
487
Continuum Advisory
Idaho
$372K +$107K +802 +41%
RVPG
488
Relative Value Partners Group
$369K +$365K +2,721 New
IF
489
Ironwood Financial
Arizona
$368K
AWM
490
Avior Wealth Management
Nebraska
$367K -$136K -1,016 -27%
DCM
491
Dimension Capital Management
Florida
$367K +$363K +2,711 New
LI
492
LVZ Inc
Michigan
$363K +$54.1K +404 +18%
Verition Fund Management
493
Verition Fund Management
Connecticut
$362K +$358K +2,672 New
UBWV
494
United Bank (West Virginia)
West Virginia
$359K
FWP
495
FAS Wealth Partners
Kansas
$358K
OFG
496
Oxford Financial Group
Indiana
$358K
SBIA
497
Sheaff Brock Investment Advisors
Indiana
$357K -$605K -4,516 -63%
AF
498
Affiance Financial
Minnesota
$355K +$50.7K +378 +17%
CPO
499
Cerity Partners OCIO
New York
$349K -$64.6K -482 -16%
PWW
500
Pettyjohn Wood & White
Virginia
$349K +$134 +1 +0%

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.