We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

831 hedge funds and large institutions have $12.3B invested in Vanguard Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 357 increasing their positions, 267 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

34% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 267

8% more funds holding in top 10

Funds holding in top 10: 7379 (+6)

7% more capital invested

Capital invested by funds: $11.4B → $12.3B (+$827M)

3% more funds holding

Funds holding: 808831 (+23)

0.26% more ownership

Funds ownership: 52.58%52.84% (+0.26%)

30% less call options, than puts

Call options by funds: $2.93M | Put options by funds: $4.2M

Holders
831
Holders Change
+23
Holders Change %
+2.85%
% of All Funds
19.02%
Holding in Top 10
79
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.22%
% of All Funds
1.81%
New
61
Increased
357
Reduced
267
Closed
29
Calls
$2.93M
Puts
$4.2M
Net Calls
-$1.27M
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$33M +$2.96M +19,328 +10%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$32.3M -$3.8M -24,808 -11%
QIM
53
Quantitative Investment Management
Virginia
$32.1M +$20.5M +133,800 +185%
AAM
54
Autus Asset Management
Arizona
$31.6M +$245K +1,602 +0.8%
TTWM
55
TCV Trust & Wealth Management
Virginia
$29.8M +$526K +3,441 +2%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$29M +$636K +4,160 +2%
ST
57
Smithfield Trust
Pennsylvania
$28.6M +$1.42M +9,274 +5%
HIMC
58
Heritage Investors Management Corp
Maryland
$27.9M -$473K -3,090 -2%
CAM
59
Chandler Asset Management
California
$27.8M +$593K +3,875 +2%
HFS
60
HL Financial Services
Kentucky
$26.2M +$2.9M +18,932 +13%
CFB
61
Cullen/Frost Bankers
Texas
$26M -$2.65M -17,315 -9%
Allianz Asset Management
62
Allianz Asset Management
Germany
$25.8M
HighTower Advisors
63
HighTower Advisors
Illinois
$25.7M +$8.4M +54,938 +50%
MA
64
MUFG Americas
New York
$25.4M +$2.94M +19,227 +13%
EA
65
Efficient Advisors
Ohio
$24.8M -$745K -4,870 -3%
MML Investors Services
66
MML Investors Services
Massachusetts
$24.7M -$4.69M -30,644 -16%
WOA
67
Water Oak Advisors
Florida
$22.7M +$1.68M +10,973 +8%
AG
68
Advisor Group
Arizona
$22.6M -$1.12M -7,308 -5%
PPFA
69
Provida Pension Fund Administrator
Chile
$22.6M +$17.1M +112,000 +337%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$22.2M +$5.95M +38,866 +37%
MWM
71
Mission Wealth Management
California
$21.8M +$660K +4,312 +3%
FA
72
Fiducient Advisors
Illinois
$21.4M -$705K -4,610 -3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$21.1M +$1.43M +9,370 +7%
PA
74
Parallel Advisors
California
$20.7M +$698K +4,564 +4%
BFPW
75
BOK Financial Private Wealth
Colorado
$20.4M -$1.48M -9,677 -7%

VB Hedge Fund Activity: Q2 2018 in Review

831 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2018, worth a combined $12.3B — up 7.2% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VB positions and 29 closed out — a net gain of 32 holders — while 357 added to existing stakes and 267 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $216M. The largest seller was Goldman Sachs, cutting an estimated $163M.

  • 831 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2018, up from 808 in Q1 2018.
  • Funds reported $12.3B of Vanguard Small-Cap ETF stock for Q2 2018, up 7.2% quarter-over-quarter.
  • 61 funds opened new Vanguard Small-Cap ETF positions in Q2 2018 and 29 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $216M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2018 was Goldman Sachs, an estimated $163M sold.

Based on aggregated 13F filings for Q2 2018.