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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
AMCA
526
Arthur M. Cohen & Associates
Illinois
$819K -$33.5K -225 -4%
BP
527
BBR Partners
New York
$806K -$238K -1,604 -23%
TC
528
Trust Company
Kansas
$806K +$665K +4,473 +556%
WB
529
WesBanco Bank
West Virginia
$803K +$781K +5,254 New
PA
530
Probity Advisors
Texas
$797K -$33K -222 -4%
FPCP
531
Fort Point Capital Partners
California
$790K -$21.7K -146 -3%
BST
532
Bath Savings Trust
Maine
$788K -$171K -1,150 -18%
CI
533
Chartist Inc
California
$782K -$36.1K -243 -5%
ACM
534
AlphaStar Capital Management
North Carolina
$777K -$1.78K -12 -0.1%
KA
535
Kovack Advisors
Florida
$774K -$30.8K -207 -4%
CCP
536
Clarkston Capital Partners
Michigan
$771K +$9.66K +65 +1%
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$767K +$31.8K +214 +4%
SFG
538
StrategIQ Financial Group
Indiana
$761K -$115K -775 -13%
FNB
539
Farmers National Bank
Kentucky
$760K +$739K +4,972 New
PWS
540
Paragon Wealth Strategies
Florida
$759K -$2.27M -15,251 -75%
CTC
541
Central Trust Company
Missouri
$758K -$147K -989 -17%
FWIA
542
Fort Washington Investment Advisors
Ohio
$754K -$163K -1,094 -18%
AMG
543
Asset Management Group
Connecticut
$753K +$71.7K +482 +11%
JCM
544
Jag Capital Management
Missouri
$749K
Renaissance Technologies
545
Renaissance Technologies
New York
$749K +$728K +4,900 New
QCG
546
Quadrant Capital Group
Ohio
$745K +$55K +370 +8%
FNBT
547
FineMark National Bank & Trust
Florida
$744K +$42.1K +283 +6%
IA
548
IFP Advisors
Florida
$743K -$3.18M -21,391 -82%
TF
549
Tompkins Financial
New York
$735K +$136K +917 +24%
PAS
550
Park Avenue Securities
New York
$725K +$697K +4,685 New

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.