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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
FRA
651
Front Row Advisors
California
$244K -$13.1K -88 -5%
FAT
652
First American Trust
California
$244K +$1.49K +10 +0.6%
WCM
653
Windham Capital Management
Massachusetts
$244K +$248K +1,659 New
BMO
654
Beck Mack & Oliver
New York
$242K +$1.94K +13 +0.8%
BCP
655
Blue Chip Partners
Michigan
$241K -$16.9K -113 -6%
1IA
656
1834 Investment Advisors
Wisconsin
$239K
CF
657
Corrigan Financial
Rhode Island
$238K -$7.02K -47 -3%
FWP
658
FAS Wealth Partners
Kansas
$237K
GC
659
Grimes & Company
Massachusetts
$234K +$16K +107 +7%
MGIA
660
Moneta Group Investment Advisors
Missouri
$231K +$3.48M +23,296 +2,991%
ECM
661
Evergreen Capital Management
Washington
$230K +$233K +1,563 New
HCA
662
Harbour Capital Advisors
Virginia
$230K +$233K +1,563 New
VR
663
Viridian RIA
Washington
$230K +$235K +1,571 New
IC
664
Inverness Counsel
New York
$229K
PCP
665
Proficio Capital Partners
Massachusetts
$226K
F
666
Filament
Washington
$225K
G
667
GenTrust
Florida
$225K
FCIM
668
Fairview Capital Investment Management
California
$223K
BWP
669
BSW Wealth Partners
Colorado
$223K +$227K +1,521 New
NAM
670
NTV Asset Management
West Virginia
$220K
CDH
671
Charles D. Hyman
$220K +$224K +1,500 New
FLA
672
Financial Life Advisors
Texas
$219K -$1.79K -12 -0.8%
PFGIA
673
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$10.7K +72 +5%
B
674
Bridgeworth
Alabama
$219K +$225K +1,507 New
EWM
675
Elmwood Wealth Management
California
$216K +$220K +1,473 New

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.