Vanguard Small-Cap ETF
925 hedge funds and large institutions have $11B invested in Vanguard Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 358 increasing their positions, 273 reducing their positions, and 83 closing their positions.
92% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 83
31% more repeat investments, than reductions
Existing positions increased: 358 | Existing positions reduced: 273
11% more funds holding in top 10
Funds holding in top 10: 79 → 88 (+9)
8% more funds holding
Funds holding: 856 → 925 (+69)
2.47% more ownership
Funds ownership: 51.64% → 54.11% (+2.5%)
16% less capital invested
Capital invested by funds: $13.1B → $11B (-$2.08B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$143M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$118M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$115M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$56.7M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$326M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$159M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
-$73.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$72.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$55.9M |
VB Hedge Fund Activity: Q4 2018 in Review
925 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2018, worth a combined $11B — down 16% from $13.1B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new VB positions and 83 closed out — a net gain of 76 holders — while 358 added to existing stakes and 273 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $143M. The largest seller was JP Morgan Chase, cutting an estimated $326M.
- 925 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2018, up from 856 in Q3 2018.
- Funds reported $11B of Vanguard Small-Cap ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 159 funds opened new Vanguard Small-Cap ETF positions in Q4 2018 and 83 closed out, a net change of +76 holders.
- The largest Vanguard Small-Cap ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $143M added.
- The largest Vanguard Small-Cap ETF seller in Q4 2018 was JP Morgan Chase, an estimated $326M sold.
Based on aggregated 13F filings for Q4 2018.