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Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
NEGWA
601
New England Guild Wealth Advisors
Connecticut
$580K +$138K +928 +32%
CAG
602
Crestwood Advisors Group
Massachusetts
$579K
SXL
603
Summit X LLC
Missouri
$577K -$19.6K -132 -3%
WA
604
WESPAC Advisors
California
$577K +$55.8K +375 +11%
AF
605
Affiance Financial
Minnesota
$576K -$19.6K -132 -3%
DWM
606
Doyle Wealth Management
Florida
$576K +$97.2K +654 +21%
CBFP
607
Cedar Brook Financial Partners
Ohio
$576K +$99.2K +667 +22%
TSS
608
Two Sigma Securities
New York
$575K +$560K +3,764 New
B
609
Bailard
California
$573K
OMC
610
Old Mission Capital
Illinois
$572K +$557K +3,744 New
FA
611
Forefront Analytics
Pennsylvania
$567K -$231K -1,552 -30%
TW
612
TrinityPoint Wealth
Connecticut
$563K -$38.7K -260 -7%
OWA
613
Outlook Wealth Advisors
Texas
$558K +$543K +3,651 New
UBV
614
United Bank (Virginia)
Virginia
$555K -$7.29K -49 -1%
SCM
615
Sterling Capital Management
North Carolina
$555K
CS
616
Credit Suisse
Switzerland
$549K +$114K +766 +27%
SWP
617
Strategic Wealth Partners
Ohio
$548K -$32.4K -218 -6%
OSNBOA
618
Old Second National Bank of Aurora
Illinois
$548K +$85.2K +573 +19%
AA
619
Advisory Alpha
Michigan
$542K +$522K +3,513 New
BFO
620
Boston Family Office
Massachusetts
$541K +$7.43K +50 +1%
BC
621
Brinker Capital
Pennsylvania
$540K -$4.46K -30 -0.8%
DJSG
622
D.J. St. Germain
Massachusetts
$538K -$13.7M -92,348 -96%
CIA
623
Capital Investment Advisors
Georgia
$528K +$25.3K +170 +5%
PV
624
Private Vista
Illinois
$526K -$57.1K -384 -10%
ESB
625
Essex Savings Bank
Connecticut
$523K +$438K +2,948 +621%

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.