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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
GAM
576
Gemmer Asset Management
California
$366K +$5.22K +35 +1%
First Manhattan
577
First Manhattan
New York
$365K +$80.6K +540 +28%
AA
578
Ancora Advisors
Ohio
$363K +$51.4K +344 +16%
WEC
579
Winslow Evans & Crocker
Massachusetts
$359K -$83.3K -558 -19%
ICM
580
IMS Capital Management
Oregon
$359K
CA
581
Clearstead Advisors
Ohio
$358K +$133K +892 +58%
TF
582
Tompkins Financial
New York
$354K +$102K +682 +39%
WPC
583
Waters Parkerson & Co
Louisiana
$351K -$74.6K -500 -17%
MFW
584
Meristem Family Wealth
Minnesota
$346K
BMCM
585
Bryn Mawr Capital Management
Pennsylvania
$346K +$352K +2,355 New
PA
586
PFG Advisors
Arizona
$338K +$4.03K +27 +1%
QFA
587
Quattro Financial Advisors
Texas
$337K
AP
588
Atwood & Palmer
Missouri
$332K +$83.6K +560 +33%
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$329K -$173K -1,157 -34%
MIA
590
MainStreet Investment Advisors
Illinois
$329K -$98.1K -657 -23%
CIC
591
Carnegie Investment Counsel
Ohio
$329K +$1.49K +10 +0.5%
RWMH
592
Riverpoint Wealth Management Holdings
Illinois
$326K +$112K +753 +51%
OPCM
593
Osborne Partners Capital Management
California
$324K +$746 +5 +0.2%
SFM
594
Signature Financial Management
Virginia
$324K +$896 +6 +0.3%
TNB
595
Thomasville National Bank
Georgia
$324K +$49.3K +330 +18%
ACA
596
Atlas Capital Advisors
Wyoming
$323K +$328K +2,199 New
CA
597
CapWealth Advisors
Tennessee
$323K
TAM
598
Tocqueville Asset Management
New York
$323K +$105K +700 +47%
BBHC
599
Brown Brothers Harriman & Co
New York
$321K -$37.3K -250 -10%
NDSI
600
Newman Dignan & Sheerar Inc
Rhode Island
$317K +$1.04K +7 +0.3%

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.