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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
WA
751
WP Advisors
California
$83K +$81.5K +533 New
DOA
752
D'Orazio & Associates
Virginia
$80K
AAP
753
Arax Advisory Partners
Colorado
$79K +$74.7K +488 +2,122%
VCM
754
Vigilant Capital Management
Maine
$78K
SQA
755
Simon Quick Advisors
New Jersey
$77K -$76.3K -499 -50%
BWL
756
Bogart Wealth LLC
Virginia
$76K
SWPG
757
Strategic Wealth Partners Group
Illinois
$75.3K +$73.4K +480 +13%
OFW
758
Omnia Family Wealth
Florida
$75K
PWAG
759
Polaris Wealth Advisory Group
California
$72K
LC
760
Landaas & Company
Wisconsin
$67K +$65.9K +431 New
PW
761
Price Wealth
Texas
$65K +$42.8K +280 +207%
CB
762
CNB Bank
Pennsylvania
$61K
RWA
763
River Wealth Advisors
Pennsylvania
$61K +$60.1K +393 New
CAC
764
Certified Advisory Corp
Florida
$59K -$13.6K -89 -19%
PCFFS
765
Pacific Center for Financial Services
California
$56K
PCM
766
Princeton Capital Management
New Jersey
$52K
DWM
767
Destination Wealth Management
California
$51K -$3.37K -22 -6%
RFA
768
Reilly Financial Advisors
California
$51K
BCI
769
Brinker Capital Investments
Pennsylvania
$48K +$2.75K +18 +6%
DBT
770
Dubuque Bank & Trust
Iowa
$47K
HDIM
771
Hanson & Doremus Investment Management
Vermont
$47K
SWMG
772
Signature Wealth Management Group
Georgia
$47K
TCM
773
Tradewinds Capital Management
Washington
$44K
CHP
774
Cable Hill Partners
Oregon
$41K -$29.8K -195 -43%
WC
775
Whitnell & Co
Illinois
$40K -$6.12K -40 -13%

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.