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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
HR
751
Howe & Rusling
New York
$284K -$60.2K -405 -18%
FLA
752
Financial Life Advisors
Texas
$283K -$52.3K -352 -16%
TWA
753
TCI Wealth Advisors
Arizona
$282K
SCA
754
Stokes Capital Advisors
South Carolina
$280K -$795K -5,345 -74%
MIC
755
Means Investment Company
Maine
$278K +$24.2K +163 +10%
CFG
756
Citizens Financial Group
Rhode Island
$277K +$268K +1,804 New
TC
757
Toews Corporation
New Jersey
$276K +$9.81K +66 +4%
OFG
758
Oxford Financial Group
Indiana
$271K +$264K +1,776 New
ACM
759
Allred Capital Management
Texas
$270K +$15K +101 +6%
TFF
760
The Family Firm
Maryland
$270K +$263K +1,766 New
PA
761
Parkside Advisors
California
$269K -$10.4K -70 -4%
CNB
762
Camden National Bank
Maine
$269K +$595 +4 +0.2%
GEA
763
Glen Eagle Advisors
New Jersey
$269K +$4.46K +30 +2%
AF
764
Aldebaran Financial
$268K
AF
765
Alerus Financial
North Dakota
$265K -$20.5K -138 -7%
BCA
766
Bay Colony Advisors
Massachusetts
$264K +$258K +1,738 New
FRA
767
Front Row Advisors
California
$262K -$892 -6 -0.4%
IDA
768
Intelligence Driven Advisers
California
$258K +$251K +1,691 New
MPWT
769
MassMutual Private Wealth & Trust
Connecticut
$257K -$4.46K -30 -2%
FAT
770
First American Trust
California
$252K -$144K -966 -37%
BCP
771
Blue Chip Partners
Michigan
$252K
MIC
772
Meridian Investment Counsel
California
$252K +$245K +1,651 New
1IA
773
1834 Investment Advisors
Wisconsin
$248K -$22.3K -150 -8%
FCB
774
First Command Bank
Texas
$247K -$6.39K -43 -3%
FCFS
775
First Command Financial Services
Texas
$247K -$6.39K -43 -3%

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.