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Vanguard Small-Cap ETF

967 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 411 increasing their positions, 333 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $2.06M

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

23% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 333

1% more funds holding

Funds holding: 956967 (+11)

0.36% more ownership

Funds ownership: 53.08%53.44% (+0.36%)

2% less capital invested

Capital invested by funds: $13.4B → $13.2B (-$203M)

9% less funds holding in top 10

Funds holding in top 10: 8981 (-8)

Holders
967
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
21.21%
Holding in Top 10
81
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.99%
% of All Funds
1.78%
New
66
Increased
411
Reduced
333
Closed
46
Calls
$6.97M
Puts
$2.06M
Net Calls
+$4.91M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
476
Synovus Financial
Georgia
$1.09M +$5.12K +33 +0.5%
SG
477
Somerset Group
Minnesota
$1.09M -$38.3K -247 -3%
AF
478
Advisornet Financial
Minnesota
$1.08M -$112K -723 -9%
BS
479
Boenning & Scattergood
Pennsylvania
$1.08M -$13.5K -87 -1%
PWM
480
PRW Wealth Management
Massachusetts
$1.07M -$164K -1,059 -13%
QCM
481
Quadrant Capital Management
New Jersey
$1.03M
BSB
482
Bangor Savings Bank
Maine
$1.03M +$6.36K +41 +0.6%
LP
483
LGL Partners
Pennsylvania
$1.03M +$6.05K +39 +0.6%
AFP
484
Ausdal Financial Partners
Iowa
$1.02M -$10.7K -69 -1%
CA
485
Capital Advantage
California
$1.01M +$1.02M +6,590 New
JPLA
486
Joseph P. Lucia & Associates
New York
$1.01M -$41.1K -265 -4%
CMO
487
Covenant Multifamily Offices
Texas
$1.01M +$178K +1,147 +21%
IA
488
IFP Advisors
Florida
$1.01M +$1.02M +6,553 New
SRSA
489
S.R. Schill & Associates
Washington
$1M -$4.65K -30 -0.5%
CCM
490
Covington Capital Management
California
$999K
FWIA
491
Fort Washington Investment Advisors
Ohio
$998K +$146K +942 +17%
FUBT
492
First United Bank & Trust
Maryland
$993K -$33.8K -218 -3%
LWM
493
Liberty Wealth Management
California
$993K +$89.3K +576 +10%
PCM
494
Parsons Capital Management
Rhode Island
$991K -$71.5K -461 -7%
SFWC
495
Strategic Family Wealth Counselors
New Jersey
$990K +$50.2K +324 +5%
AIP
496
Ameritas Investment Partners
Nebraska
$976K +$22.3K +144 +2%
CBFP
497
Cedar Brook Financial Partners
Ohio
$974K +$484K +3,124 +97%
RWG
498
Regal Wealth Group
California
$971K +$1.24K +8 +0.1%
CCA
499
Cobblestone Capital Advisors
New York
$964K +$124K +800 +15%
DI
500
DFPG Investments
Utah
$961K -$96.4K -622 -9%

VB Hedge Fund Activity: Q3 2019 in Review

967 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2019, worth a combined $13.2B — down 1.5% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VB positions and 46 closed out — a net gain of 20 holders — while 411 added to existing stakes and 333 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $49.9M. The largest seller was Royal Bank of Canada, cutting an estimated $64.8M.

  • 967 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2019, up from 956 in Q2 2019.
  • Funds reported $13.2B of Vanguard Small-Cap ETF stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 66 funds opened new Vanguard Small-Cap ETF positions in Q3 2019 and 46 closed out, a net change of +20 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q3 2019 was Jones Financial Companies, an estimated $49.9M added.
  • The largest Vanguard Small-Cap ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $64.8M sold.

Based on aggregated 13F filings for Q3 2019.