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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
HT
726
Heritage Trust
Oklahoma
$312K +$278K +1,868 +1,080%
ACM
727
Armbruster Capital Management
New York
$310K
IAA
728
Ironsides Asset Advisors
North Carolina
$309K
CB
729
Community Bank
New York
$307K
PFGIA
730
Patriot Financial Group Insurance Agency
Massachusetts
$307K +$9.22K +62 +3%
OC
731
Oakworth Capital
Alabama
$305K
AP
732
Appleton Partners
Massachusetts
$303K -$222K -1,495 -43%
CT
733
Coastline Trust
Rhode Island
$303K +$294K +1,980 New
BC
734
Burney Company
Virginia
$301K -$45.9K -309 -14%
OFS
735
Orrstown Financial Services
Pennsylvania
$301K -$38.1K -256 -12%
MBT
736
Montecito Bank & Trust
California
$300K +$7.43K +50 +3%
OPA
737
Old Port Advisors
Maine
$298K -$9.52K -64 -3%
NAM
738
NTV Asset Management
West Virginia
$298K
IFWM
739
Institute for Wealth Management
Colorado
$298K +$290K +1,951 New
TCM
740
Tradition Capital Management
New Jersey
$298K +$291K +1,954 New
GC
741
Grimes & Company
Massachusetts
$297K +$44.6K +300 +18%
AWM
742
Aevitas Wealth Management
Massachusetts
$297K +$126K +848 +77%
FT
743
Fiduciary Trust
Massachusetts
$294K +$35.8K +241 +14%
EA
744
Evergreen Advisors
Tennessee
$292K
SWPG
745
Strategic Wealth Partners Group
Illinois
$290K +$211K +1,417 +295%
SWM
746
Stockman Wealth Management
Montana
$288K
SCA
747
Strategic Capital Advisers
Colorado
$287K
W
748
Wealthquest
Ohio
$285K -$8.77K -59 -3%
TFA
749
TPG Financial Advisors
Oregon
$285K +$8.18K +55 +3%
SFSIG
750
San Francisco Sentry Investment Group
California
$285K +$20.8K +140 +8%

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.