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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
DWM
576
Doyle Wealth Management
Florida
$206K +$205K +1,548 New
SAM
577
Silvercrest Asset Management
New York
$205K +$204K +1,540 New
KTC
578
Kistler-Tiffany Companies
Pennsylvania
$204K -$4.63K -35 -2%
SHJ
579
Sharkey, Howes & Javer
Colorado
$203K +$59.7K +451 +42%
MIAN
580
Mariner Independent Advisor Network
Kansas
$201K +$199K +1,505 New
AWA
581
Arete Wealth Advisors
Illinois
$200K +$199K +1,503 New
PCP
582
Proficio Capital Partners
Massachusetts
$193K +$191K +1,440 New
RFS
583
Rockefeller Financial Services
New York
$188K +$187K +1,410 New
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K +$21.8K +165 +14%
AIP
585
Almanack Investment Partners
Pennsylvania
$184K +$182K +1,377 New
CB
586
Community Bank
New York
$173K
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$16.8K +127 +11%
IIC
588
Integrated Investment Consultants
Michigan
$152K
LWA
589
Lenox Wealth Advisors
New York
$146K
PFSC
590
Peoples Financial Services Corp
Pennsylvania
$130K
FANJ
591
Financial Architects (New Jersey)
New Jersey
$123K -$60.5K -457 -33%
WCM
592
Wealthcare Capital Management
Virginia
$122K +$90.6K +685 +294%
CAG
593
Crestwood Advisors Group
Massachusetts
$117K +$115K +869 New
SQA
594
Simon Quick Advisors
New Jersey
$112K +$14.8K +112 +15%
SEI Investments
595
SEI Investments
Pennsylvania
$99K -$29K -219 -23%
TIM
596
Tortoise Investment Management
New York
$99K
FWM
597
Focused Wealth Management
New York
$99K +$33.1K +250 +51%
TWA
598
TCI Wealth Advisors
Arizona
$92K +$3.17K +24 +4%
FFC
599
First Financial Corp
Indiana
$89K -$72.8K -550 -45%
AOWM
600
Alpha Omega Wealth Management
Virginia
$88K

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.