We are live on ! Find out more
VB icon

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
PB
601
Pinnacle Bancorp
Nebraska
$87K +$86K +650 New
TCOV
602
Trust Company of Vermont
Vermont
$85K +$6.62K +50 +9%
RCA
603
Rowland Carmichael Advisors
Arizona
$83K -$29.2K -221 -26%
NSB
604
Norway Savings Bank
Maine
$83K
ZB
605
Zions Bancorporation
Utah
$80K
JAM
606
Jolley Asset Management
North Carolina
$77K
GWS
607
Glassman Wealth Services
Virginia
$71K
DBT
608
Dubuque Bank & Trust
Iowa
$71K +$30.4K +230 +77%
WAM
609
Watermark Asset Management
California
$71K +$70K +529 New
CAL
610
Capital Analysts LLC
Pennsylvania
$68K
GWA
611
Guidant Wealth Advisors
Illinois
$66K
PSW
612
Portfolio Strategies (Washington)
Washington
$65K -$9.53K -72 -13%
OFW
613
Omnia Family Wealth
Florida
$65K
FCMT
614
Founders Capital Management (Texas)
Texas
$65K +$64.2K +485 New
MG
615
McCutchen Group
Washington
$64K +$132 +1 +0.2%
ACS
616
Archford Capital Strategies
Illinois
$61K +$23.6K +178 +64%
BWM
617
Baystate Wealth Management
Massachusetts
$60K
TF
618
Tompkins Financial
New York
$59K +$46.8K +354 +402%
BCI
619
Brinker Capital Investments
Pennsylvania
$58K
NB
620
Nicolet Bankshares
Wisconsin
$57K +$14.8K +112 +36%
CCM
621
Cribstone Capital Management
Maine
$55K -$1.32K -10 -2%
CFA
622
Carroll Financial Associates
North Carolina
$55K +$47.8K +361 +622%
AF
623
Allworth Financial
California
$53K +$50.3K +380 +2,533%
RBA
624
Richard Bernstein Advisors
New York
$47K
RFA
625
Reilly Financial Advisors
California
$47K +$3.97K +30 +9%

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.