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
WP
651
WealthPLAN Partners
Nebraska
$8.38K +$8.47K +64 New
JCM
652
Jacobi Capital Management
Pennsylvania
$7K
LF
653
Lee Financial
Texas
$6K
SLF
654
Sun Life Financial
Ontario, Canada
$5.4K +$95.3K +720 New
FMTCOCP
655
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.33K
BIG
656
Bellwether Investment Group
Tennessee
$5K -$47.4K -358 -90%
HI
657
Hudock Inc
Pennsylvania
$5K -$3.04K -23 -38%
JGIA
658
Jackson Grant Investment Advisers
Connecticut
$5K
JWA
659
JFS Wealth Advisors
Pennsylvania
$5K
VIA
660
Vantage Investment Advisors
Pennsylvania
$5K
LYV
661
Live Your Vision
Pennsylvania
$4K
TDC
662
Thompson Davis & Co
Virginia
$4K
GBBWRPM
663
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$3.17K +24 New
AFIA
664
America First Investment Advisors
Nebraska
$3K
AAP
665
Arax Advisory Partners
Colorado
$3K
CBT
666
Central Bank & Trust
Kentucky
$2K
ABFS
667
Appropriate Balance Financial Services
Washington
$1.93K -$239K -1,805 -88%
VCM
668
Vivaldi Capital Management
Illinois
$362 +$360K +2,718 New
NDSI
669
Newman Dignan & Sheerar Inc
Rhode Island
$282 +$794 +6 +0.3%
PP
670
Pension Partners
New York
-$49.7M -385,653 Closed
USAA
671
United Services Automobile Association
Texas
-$9.15M -70,950 Closed
PAA
672
Peregrine Asset Advisers
Oregon
-$7.05M -54,652 Closed
Jane Street
673
Jane Street
New York
-$6.07M -45,855 Closed
CIM
674
Cetera Investment Management
California
-$3.15M -24,449 Closed
Susquehanna International Group
675
Susquehanna International Group
Pennsylvania
-$3.17M -23,995 Closed

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.