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Vanguard Small-Cap ETF

831 hedge funds and large institutions have $12.3B invested in Vanguard Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 357 increasing their positions, 267 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 267

8% more funds holding in top 10

Funds holding in top 10: 7379 (+6)

7% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$827M)

3% more funds holding

Funds holding: 808831 (+23)

0.26% more ownership

Funds ownership: 52.58%52.84% (+0.26%)

30% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.2M

Holders
831
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
19.02%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.81%
New
61
Increased
357
Reduced
267
Closed
29
Calls
$2.93M
Puts
$4.2M
Net Calls
-$1.27M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
626
Avantax Planning Partners
Iowa
$311K
OC
627
Oakworth Capital
Alabama
$311K
SC
628
Searle & Co
Connecticut
$311K
FFBTD
629
First Financial Bank - Trust Division
Ohio
$311K +$306K +2,000 New
CC
630
Cadinha & Co
Hawaii
$308K
AW
631
ACG Wealth
Georgia
$303K -$195K -1,274 -40%
NEGWA
632
New England Guild Wealth Advisors
Connecticut
$303K -$85.1K -556 -22%
SCA
633
Strategic Capital Advisers
Colorado
$302K -$17.6K -115 -6%
Franklin Resources
634
Franklin Resources
California
$302K +$24.9K +163 +9%
MBT
635
Montecito Bank & Trust
California
$299K +$21.1K +138 +8%
RMCM
636
Reynders McVeigh Capital Management
Massachusetts
$298K -$20.8K -136 -7%
CFA
637
Cahill Financial Advisors
Minnesota
$298K +$292K +1,911 New
TWA
638
TCI Wealth Advisors
Arizona
$297K
BWA
639
BDO Wealth Advisors
Florida
$296K +$223K +1,459 +329%
NWM
640
Northwest Wealth Management
Iowa
$294K +$108K +709 +60%
CAG
641
Csenge Advisory Group
Florida
$294K +$289K +1,887 New
SWM
642
Stockman Wealth Management
Montana
$293K
PAS
643
Partnervest Advisory Services
California
$292K -$918 -6 -0.3%
KCM
644
Kendall Capital Management
Maryland
$290K
Neuberger Berman Group
645
Neuberger Berman Group
New York
$289K +$18.4K +120 +7%
LA
646
LVW Advisors
New York
$288K -$3.06K -20 -1%
RG
647
Rikoon Group
New Mexico
$284K +$459 +3 +0.2%
DAC
648
Dividend Assets Capital
South Carolina
$284K +$1.07K +7 +0.4%
PCA
649
Providence Capital Advisors
North Carolina
$280K +$177K +1,157 +180%
SS
650
Simplicity Solutions
Minnesota
$279K +$274K +1,794 New

VB Hedge Fund Activity: Q2 2018 in Review

831 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2018, worth a combined $12.3B — up 7.2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VB positions and 29 closed out — a net gain of 32 holders — while 357 added to existing stakes and 267 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $163M.

  • 831 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2018, up from 808 in Q1 2018.
  • Funds reported $12.3B of Vanguard Small-Cap ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 61 funds opened new Vanguard Small-Cap ETF positions in Q2 2018 and 29 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $216M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2018 was Goldman Sachs, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2018.