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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
PO
476
Private Ocean
California
$601K +$372K +2,489 +155%
CPSAC
477
Chas P. Smith & Associates (CPS)
Florida
$596K -$14.9K -100 -2%
Janus Henderson Group
478
Janus Henderson Group
United Kingdom
$581K -$5.65M -37,863 -91%
PCTC
479
Perkins Coie Trust Company
Washington
$578K -$22.5K -151 -4%
PC
480
Palo Capital
California
$578K +$588K +3,936 New
EWM
481
Empirical Wealth Management
Washington
$576K -$14.9K -100 -2%
LWAC
482
Laurel Wealth Advisors (California)
California
$576K +$45.1K +302 +8%
WS
483
Wedbush Securities
California
$574K +$39.9K +267 +7%
Koshinski Asset Management
484
Koshinski Asset Management
Illinois
$570K -$85.8K -575 -13%
ANTB
485
AMG National Trust Bank
Colorado
$565K +$574K +3,844 New
GLA
486
Great Lakes Advisors
Illinois
$563K +$46.1K +309 +9%
CAPTRUST Financial Advisors
487
CAPTRUST Financial Advisors
North Carolina
$558K -$90.3K -605 -13%
CPO
488
Cerity Partners OCIO
New York
$554K -$62.1K -416 -10%
UB
489
UMB Bank
Missouri
$553K
BFO
490
Boston Family Office
Massachusetts
$546K +$22.4K +150 +4%
FWIA
491
Fort Washington Investment Advisors
Ohio
$539K -$448 -3 -0.1%
ABC
492
Associated Banc-Corp
Wisconsin
$530K -$40.8K -273 -7%
GJIC
493
Gamble Jones Investment Counsel
California
$528K +$84.5K +566 +19%
BPCE
494
Bank Pictet & Cie (Europe)
Germany
$525K
AF
495
Affiance Financial
Minnesota
$517K +$163K +1,090 +45%
PAM
496
Peak Asset Management
Colorado
$515K -$12.4K -83 -2%
OIA
497
OneDigital Investment Advisors
Kansas
$515K +$1.49K +10 +0.3%
MFWM
498
Motley Fool Wealth Management
Virginia
$512K -$28.5K -191 -5%
ATFA
499
All Terrain Financial Advisors
Minnesota
$500K -$25.7K -172 -5%
WA
500
WESPAC Advisors
California
$499K +$507K +3,399 New

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.