We are live on ! Find out more
VB icon

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
CMO
526
Covenant Multifamily Offices
Texas
$450K
HTC
527
Haverford Trust Company
Pennsylvania
$450K
GWM
528
Geneos Wealth Management
Colorado
$448K +$10.3K +69 +2%
PPA
529
Parametric Portfolio Associates
Washington
$448K +$199K +1,331 +78%
PIA
530
Pinion Investment Advisors
Kansas
$448K +$455K +3,047 New
PV
531
Private Vista
Illinois
$448K +$455K +3,051 New
BFM
532
Boston Financial Management
Massachusetts
$445K -$4.78K -32 -1%
FWM
533
Frontier Wealth Management
Missouri
$444K +$452K +3,025 New
SWM
534
SeaCrest Wealth Management
New York
$441K +$54.8K +367 +14%
SYBT
535
Stock Yards Bank & Trust
Kentucky
$439K -$50K -335 -10%
RCAG
536
Rehmann Capital Advisory Group
Michigan
$439K -$7.17K -48 -2%
IWM
537
IHT Wealth Management
Illinois
$435K -$92.6K -620 -17%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$432K +$7.61K +51 +2%
AWM
539
Avior Wealth Management
Nebraska
$429K -$30.5K -204 -7%
AII
540
AGF Investments Inc
Ontario, Canada
$428K -$115K -770 -21%
CFIA
541
Cantor Fitzgerald Investment Advisors
New York
$427K -$27.3K -183 -6%
FPGK
542
Financial Partners Group (Kansas)
Kansas
$426K -$43.9K -294 -9%
LRIA
543
Leonard Rickey Investment Advisors
Washington
$424K +$1.04K +7 +0.2%
SIC
544
Sigma Investment Counselors
Michigan
$423K
SCM
545
Sterling Capital Management
North Carolina
$418K -$12.8K -86 -3%
DWM
546
Doyle Wealth Management
Florida
$418K -$12.5K -84 -3%
WFG
547
Wills Financial Group
Virginia
$415K -$10K -67 -2%
ECM
548
EagleClaw Capital Management
Massachusetts
$415K
SFS
549
Strategic Financial Services
New York
$413K +$27.6K +185 +7%
ATIA
550
American Trust Investment Advisors
New Hampshire
$411K -$5.22K -35 -1%

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.