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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
BFM
651
Boston Financial Management
Massachusetts
$463K
AWM
652
Avior Wealth Management
Nebraska
$461K -$8.18K -55 -2%
FPGK
653
Financial Partners Group (Kansas)
Kansas
$459K +$14.9K +100 +3%
LCM
654
Logan Capital Management
Pennsylvania
$458K
AA
655
Ancora Advisors
Ohio
$451K +$91.6K +616 +26%
RWMH
656
Riverpoint Wealth Management Holdings
Illinois
$450K
ATIA
657
American Trust Investment Advisors
New Hampshire
$450K +$84.7K +570 +24%
FHA
658
First Horizon Advisors
Tennessee
$449K +$2.97K +20 +0.7%
GAM
659
Griffin Asset Management
New York
$448K +$9.22K +62 +2%
SWM
660
SeaCrest Wealth Management
New York
$443K +$5.05K +34 +1%
CIC
661
Carnegie Investment Counsel
Ohio
$439K +$9.07K +61 +2%
AFNAS
662
American Financial Network Advisory Services
California
$437K -$1.07M -7,168 -71%
1SB
663
1ST Source Bank
Indiana
$434K +$2.97K +20 +0.7%
SBH
664
Segall Bryant & Hamill
Illinois
$432K +$2.23K +15 +0.5%
ECM
665
EagleClaw Capital Management
Massachusetts
$431K
LC
666
Lindbrook Capital
California
$424K -$6.99K -47 -2%
SIC
667
Sigma Investment Counselors
Michigan
$424K
SBIA
668
Sheaff Brock Investment Advisors
Indiana
$419K
PPA
669
Parametric Portfolio Associates
Washington
$419K +$145K +978 +56%
SWM
670
SigFig Wealth Management
California
$416K -$16.9K -114 -4%
TNB
671
Thomasville National Bank
Georgia
$416K
OC
672
Oarsman Capital
Wisconsin
$411K -$2.23K -15 -0.6%
MFWM
673
Motley Fool Wealth Management
Virginia
$408K -$6.24K -42 -2%
RVPG
674
Relative Value Partners Group
$404K
IWA
675
Inspirion Wealth Advisors
Illinois
$399K -$71.2K -479 -15%

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.