We are live on ! Find out more
VB icon

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
FWCM
476
Ferguson Wellman Capital Management
Oregon
$688K -$6.12K -40 -0.9%
IWA
477
Inspirion Wealth Advisors
Illinois
$680K -$138K -902 -17%
SWP
478
Strategic Wealth Partners
Ohio
$677K -$546K -3,569 -45%
SFPM
479
Sensible Financial Planning & Management
Massachusetts
$677K
AL
480
Aspiriant LLC
California
$677K +$30.4K +199 +5%
GLA
481
Great Lakes Advisors
Illinois
$675K +$76.5K +500 +13%
Koshinski Asset Management
482
Koshinski Asset Management
Illinois
$674K +$68.7K +449 +12%
BWA
483
Burt Wealth Advisors
Maryland
$673K -$3.67K -24 -0.6%
PIA
484
Pinion Investment Advisors
Kansas
$671K +$193K +1,263 +41%
Deutsche Bank
485
Deutsche Bank
Germany
$670K -$59.8K -391 -8%
LPIC
486
LeJeune Puetz Investment Counsel
Michigan
$662K -$245K -1,600 -27%
FNBT
487
FineMark National Bank & Trust
Florida
$658K
MHS
488
M Holdings Securities
Oregon
$657K +$218K +1,426 +51%
PO
489
Private Ocean
California
$647K +$9.64K +63 +2%
AII
490
AGF Investments Inc
Ontario, Canada
$647K +$190K +1,241 +43%
AA
491
Alesco Advisors
New York
$635K -$36.7K -240 -6%
CPSAC
492
Chas P. Smith & Associates (CPS)
Florida
$631K
CFC
493
Coyle Financial Counsel
Illinois
$624K -$48.6K -318 -7%
EWM
494
Empirical Wealth Management
Washington
$613K +$2.6K +17 +0.4%
AF
495
Affiance Financial
Minnesota
$607K +$58.3K +381 +11%
WS
496
Wedbush Securities
California
$601K -$7.19K -47 -1%
CPO
497
Cerity Partners OCIO
New York
$588K
MCM
498
MAI Capital Management
Ohio
$583K +$573K +3,745 New
BFO
499
Boston Family Office
Massachusetts
$578K
FWIA
500
Fort Washington Investment Advisors
Ohio
$578K +$6.88K +45 +1%

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.