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Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
501
Strategic Family Wealth Counselors
New Jersey
$900K +$428K +2,876 +96%
TI
502
Truepoint Inc
Ohio
$899K +$69.9K +470 +9%
GBT
503
Grove Bank & Trust
Florida
$899K +$168K +1,130 +24%
AIP
504
Ameritas Investment Partners
Nebraska
$893K +$23K +155 +3%
LWM
505
Liberty Wealth Management
California
$891K -$8.47K -57 -1%
NWM
506
Northwest Wealth Management
Iowa
$890K -$115K -775 -12%
GC
507
Gibson Capital
Pennsylvania
$890K
First Manhattan
508
First Manhattan
New York
$885K +$148K +996 +21%
AT
509
Arden Trust
Delaware
$879K -$49.8K -335 -6%
LPIC
510
LeJeune Puetz Investment Counsel
Michigan
$879K +$7.43K +50 +0.9%
NFG
511
NewFocus Financial Group
Washington
$876K +$51.9K +349 +6%
MCG
512
McCollum Christoferson Group
New York
$874K -$20.8K -140 -2%
PTC
513
Private Trust Company
Ohio
$863K +$32.4K +218 +4%
TFCP
514
Twin Focus Capital Partners
Massachusetts
$857K
MA
515
MONECO Advisors
Connecticut
$848K +$18.7K +126 +2%
MWM
516
Meridian Wealth Management
Kentucky
$846K +$99.3K +668 +14%
DC
517
Davenport & Co
Virginia
$840K -$77.6K -522 -9%
CCA
518
Cobblestone Capital Advisors
New York
$835K
CAM
519
Columbia Asset Management
Michigan
$835K
DCM
520
Dimension Capital Management
Florida
$834K -$144K -967 -15%
OA
521
Oxbow Advisors
Texas
$833K
Mackenzie Financial
522
Mackenzie Financial
Ontario, Canada
$832K -$191K -1,282 -19%
AIC
523
Ameritas Investment Company
Nebraska
$832K +$810K +5,445 New
MA
524
Mutual Advisors
Nebraska
$823K +$47.7K +321 +6%
RC
525
Roundview Capital
New Jersey
$821K -$207K -1,390 -21%

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.