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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
AAM
51
Autus Asset Management
Arizona
$29.6M +$945K +6,333 +3%
BTS
52
BB&T Securities
Virginia
$29.3M +$1.21M +8,131 +4%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$29.2M +$25.9M +173,770 +692%
Citigroup
54
Citigroup
New York
$28.3M +$1.19M +7,953 +4%
MML Investors Services
55
MML Investors Services
Massachusetts
$27.8M +$2.06M +13,831 +8%
TTWM
56
TCV Trust & Wealth Management
Virginia
$27.7M -$184K -1,232 -0.7%
CFB
57
Cullen/Frost Bankers
Texas
$27.1M -$316K -2,117 -1%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$26.8M +$193K +1,295 +0.7%
HIMC
59
Heritage Investors Management Corp
Maryland
$26.8M -$238K -1,595 -0.9%
CAM
60
Chandler Asset Management
California
$25.6M -$4.11M -27,550 -14%
ST
61
Smithfield Trust
Pennsylvania
$25.6M +$2.25M +15,101 +9%
Allianz Asset Management
62
Allianz Asset Management
Germany
$24.3M -$12.7M -85,000 -34%
EA
63
Efficient Advisors
Ohio
$24.1M -$123K -826 -0.5%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$23.1M +$4.25M +28,477 +22%
AG
65
Advisor Group
Arizona
$22.4M -$4.57M -30,616 -17%
HFS
66
HL Financial Services
Kentucky
$22M +$22.3M +149,532 New
MA
67
MUFG Americas
New York
$21.1M +$4.3M +28,778 +25%
MWP
68
Moller Wealth Partners
$20.9M -$17M -113,639 -44%
FA
69
Fiducient Advisors
Illinois
$20.8M +$1.38M +9,258 +7%
BFPW
70
BOK Financial Private Wealth
Colorado
$20.7M -$61.7K -413 -0.3%
SMA
71
Simply Money Advisors
Ohio
$20M -$1.49M -9,954 -7%
MWM
72
Mission Wealth Management
California
$19.9M +$3.85M +25,813 +23%
WOA
73
Water Oak Advisors
Florida
$19.8M +$862K +5,777 +4%
PAG
74
Private Advisor Group
New Jersey
$19.6M +$5.55M +37,158 +39%
Comerica Bank
75
Comerica Bank
Texas
$19.4M -$4.56M -30,536 -19%

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.