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Vanguard Small-Cap ETF

668 hedge funds and large institutions have $9.15B invested in Vanguard Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 205 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

41% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 205

15% more capital invested

Capital invested by funds: $7.98B → $9.15B (+$1.17B)

6% more funds holding

Funds holding: 631668 (+37)

1.17% more ownership

Funds ownership: 49.36%50.53% (+1.2%)

10% less funds holding in top 10

Funds holding in top 10: 6861 (-7)

85% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $33M

Holders
668
Holders Change
+37
Holders Change %
+5.86%
% of All Funds
16.63%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.52%
New
81
Increased
289
Reduced
205
Closed
40
Calls
$4.96M
Puts
$33M
Net Calls
-$28.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
551
Harfst & Associates
Wyoming
$234K +$233K +1,760 New
YWP
552
YorkBridge Wealth Partners
New York
$233K -$1.32K -10 -0.6%
FCB
553
First Command Bank
Texas
$230K
FCFS
554
First Command Financial Services
Texas
$230K
TA
555
Tiedemann Advisors
New York
$230K +$228K +1,726 New
GC
556
Grimes & Company
Massachusetts
$229K
AF
557
Aldebaran Financial
$229K +$132 +1 +0.1%
CIC
558
Carnegie Investment Counsel
Ohio
$227K +$3.17K +24 +1%
BCM
559
Brookstone Capital Management
Illinois
$225K -$8.18M -61,811 -97%
RA
560
RFG Advisory
Alabama
$223K +$225K +1,702 New
BMO
561
Beck Mack & Oliver
New York
$221K +$219K +1,657 New
WIP
562
Wellesley Investment Partners
Massachusetts
$219K -$1.06K -8 -0.5%
VC
563
Vicus Capital
Pennsylvania
$217K
F
564
Filament
Washington
$215K
BCP
565
Blue Chip Partners
Michigan
$215K +$662 +5 +0.3%
LNB
566
Ledyard National Bank
$215K +$132K +1,000 +164%
JFGLC
567
Johnson Financial Group LLC (Colorado)
Colorado
$215K +$213K +1,613 New
1IA
568
1834 Investment Advisors
Wisconsin
$214K
Lido Advisors
569
Lido Advisors
California
$214K +$212K +1,600 New
HSBC Holdings
570
HSBC Holdings
United Kingdom
$213K
PO
571
Private Ocean
California
$213K
PL
572
Plancorp LLC
Missouri
$212K +$132 +1 +0.1%
IWM
573
IHT Wealth Management
Illinois
$210K +$150K +1,132 +238%
CF
574
Corrigan Financial
Rhode Island
$209K -$18.1K -137 -8%
FAT
575
First American Trust
California
$206K +$204K +1,544 New

VB Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2017, worth a combined $9.15B — up 15% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 40 closed out — a net gain of 41 holders — while 289 added to existing stakes and 205 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $332M. The largest seller was Acorns Advisers, cutting an estimated $50.1M.

  • 668 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2017, up from 631 in Q4 2016.
  • Funds reported $9.15B of Vanguard Small-Cap ETF stock for Q1 2017, up 15% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2017 and 40 closed out, a net change of +41 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $332M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2017 was Acorns Advisers, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2017.