We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

680 hedge funds and large institutions have $9.6B invested in Vanguard Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 171 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 171

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 6167 (+6)

2% more funds holding

Funds holding: 668680 (+12)

1.06% more ownership

Funds ownership: 50.53%51.59% (+1.1%)

5% more capital invested

Capital invested by funds: $9.15B → $9.6B (+$452M)

86% less call options, than puts

Call options by funds: $4.45M | Put options by funds: $30.7M

Holders
680
Holders Change
+12
Holders Change %
+1.8%
% of All Funds
16.95%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.67%
New
55
Increased
322
Reduced
171
Closed
34
Calls
$4.45M
Puts
$30.7M
Net Calls
-$26.3M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
51
Autus Asset Management
Arizona
$26M +$273K +2,034 +1%
EA
52
Efficient Advisors
Ohio
$25.4M -$3.21M -23,926 -11%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$25.2M +$1.45M +10,846 +6%
KP
54
Keel Point
Alabama
$25.1M +$1.04M +7,768 +4%
HIMC
55
Heritage Investors Management Corp
Maryland
$25M +$217K +1,617 +0.9%
CFB
56
Cullen/Frost Bankers
Texas
$24.1M +$2.1M +15,690 +10%
RJA
57
Raymond James & Associates
Florida
$24M +$1.64M +12,225 +7%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$23.7M +$1.01M +7,532 +5%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$23.4M -$5.52M -41,163 -19%
BTS
60
BB&T Securities
Virginia
$22.8M +$5.69M +42,456 +34%
Comerica Bank
61
Comerica Bank
Texas
$22.1M +$2.35M +17,526 +12%
MML Investors Services
62
MML Investors Services
Massachusetts
$22M +$21.8M +162,595 New
PAG
63
Private Advisor Group
New Jersey
$21.3M +$775K +5,782 +4%
IH
64
IFC Holdings
Florida
$20.4M +$2.17M +16,208 +12%
Citigroup
65
Citigroup
New York
$19.3M +$163K +1,215 +0.9%
SMA
66
Simply Money Advisors
Ohio
$19.2M +$635K +4,737 +3%
BFPW
67
BOK Financial Private Wealth
Colorado
$19.1M -$34.8K -260 -0.2%
MWP
68
Moller Wealth Partners
$18.6M -$14.5M -108,135 -44%
GA
69
Geneva Advisors
Illinois
$18.6M +$40.1K +299 +0.2%
ST
70
Smithfield Trust
Pennsylvania
$18M +$550K +4,104 +3%
ICOA
71
Investment Centers of America
North Dakota
$17.1M -$146K -1,088 -0.9%
JP Morgan Chase
72
JP Morgan Chase
New York
$16.7M -$129M -965,443 -89%
ANBT
73
American National Bank & Trust
Texas
$16.7M +$1.14M +8,530 +7%
PA
74
Parallel Advisors
California
$16.1M +$835K +6,234 +6%
WOA
75
Water Oak Advisors
Florida
$15.8M +$6.61M +49,343 +73%

VB Hedge Fund Activity: Q2 2017 in Review

680 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2017, worth a combined $9.6B — up 4.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VB positions and 34 closed out — a net gain of 21 holders — while 322 added to existing stakes and 171 trimmed.

The largest buyer was Acorns Advisers, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 680 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2017, up from 668 in Q1 2017.
  • Funds reported $9.6B of Vanguard Small-Cap ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 55 funds opened new Vanguard Small-Cap ETF positions in Q2 2017 and 34 closed out, a net change of +21 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2017 was Acorns Advisers, an estimated $122M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2017 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2017.