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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
BC
601
Burney Company
Virginia
$316K -$51.5K -345 -14%
BBNB
602
Baker Boyer National Bank
Washington
$316K
CT
603
Cambridge Trust
Massachusetts
$315K
GPC
604
Glacier Peak Capital
Washington
$311K +$316K +2,116 New
VHAM
605
Van Hulzen Asset Management
California
$309K -$99.6K -667 -24%
CL
606
CPWM LLC
Washington
$306K -$437K -2,924 -58%
Cerity Partners
607
Cerity Partners
New York
$306K +$11.9K +80 +4%
PWM
608
Perigon Wealth Management
California
$305K -$69.1K -463 -18%
FIAS
609
FinTrust Investment Advisory Services
South Carolina
$304K
RMCM
610
Reynders McVeigh Capital Management
Massachusetts
$301K -$37.3K -250 -11%
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K
ACM
612
Armbruster Capital Management
New York
$298K
IAA
613
Ironsides Asset Advisors
North Carolina
$297K
FHA
614
First Horizon Advisors
Tennessee
$296K -$41.5K -278 -12%
VNA
615
Valley National Advisers
Pennsylvania
$296K -$5.08K -34 -2%
NB
616
Nicolet Bankshares
Wisconsin
$295K -$43.4K -291 -13%
SCA
617
Strategic Capital Advisers
Colorado
$295K
OC
618
Oakworth Capital
Alabama
$294K
SC
619
Searle & Co
Connecticut
$294K
APP
620
Avantax Planning Partners
Iowa
$293K -$41.4K -277 -12%
CC
621
Cadinha & Co
Hawaii
$291K
TC
622
Toews Corporation
New Jersey
$290K +$51.8K +347 +21%
AMIM
623
Aull & Monroe Investment Management
Alabama
$289K
MFW
624
Mosaic Family Wealth
Missouri
$289K +$278K +1,861 +1,772%
TWA
625
TCI Wealth Advisors
Arizona
$280K -$48.2K -323 -14%

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.