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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
FDCDDQ
776
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.7K +$8.21K +55 +70%
VFA
777
Valeo Financial Advisors
Indiana
$19K -$5.08K -34 -21%
CBT
778
Central Bank & Trust
Kentucky
$19K
IBOK
779
Independence Bank of Kentucky
Kentucky
$19K +$6.87K +46 +57%
LFG
780
LifePlan Financial Group
Ohio
$19K +$19.9K +133 New
TSW
781
Thompson Siegel & Walmsley
Virginia
$15K
PGA
782
Premia Global Advisors
Florida
$15K +$16.3K +109 New
LFA
783
Legacy Financial Advisors
Kentucky
$14K
PMFA
784
Plante Moran Financial Advisors
Michigan
$14K
Simplex Trading
785
Simplex Trading
Illinois
$13K +$13.3K +89 New
FPFS
786
First Personal Financial Services
North Carolina
$12K
HMS
787
Hanseatic Management Services
New Mexico
$12K
PGWM
788
Parisi Gray Wealth Management
New Jersey
$11K
PG
789
Patten Group
Tennessee
$11K +$11.2K +75 New
ACS
790
Archford Capital Strategies
Illinois
$11K +$11.5K +77 New
MSA
791
Marino Stram & Associates
Massachusetts
$10K
HT
792
Heritage Trust
Oklahoma
$10K +$3.13K +21 +46%
SIS
793
Sound Income Strategies
Florida
$9K +$3.28K +22 +54%
BCM
794
Brasada Capital Management
Texas
$8K +$8.06K +54 New
HCC
795
Hirtle Callaghan & Co
Pennsylvania
$7K
ME
796
McIlrath & Eck
Washington
$7K
JGIA
797
Jackson Grant Investment Advisers
Connecticut
$7K +$149 +1 +2%
Barclays
798
Barclays
United Kingdom
$6K +$5.37K +36 +720%
LGWM
799
Litman Gregory Wealth Management
California
$6K +$6.12K +41 New
FMTCOCP
800
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.88K

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.