We are live on ! Find out more
VB icon

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
FWP
776
FAS Wealth Partners
Kansas
$246K
BWP
777
BSW Wealth Partners
Colorado
$241K -$12.2K -82 -5%
GD
778
Grandfield & Dodd
New York
$239K
CAL
779
Capital Advisors Ltd
Ohio
$238K
CP
780
Cumberland Partners
Ontario, Canada
$238K +$231K +1,554 New
TAM
781
Tocqueville Asset Management
New York
$237K -$96.6K -650 -30%
CDH
782
Charles D. Hyman
$237K
CL
783
CPWM LLC
Washington
$236K -$54K -363 -19%
CT
784
Cambridge Trust
Massachusetts
$236K -$29.7K -200 -11%
NF
785
Nikulski Financial
Iowa
$236K -$18.3K -123 -7%
BUB
786
BBVA USA Bancshares
Texas
$236K -$8.03K -54 -3%
SG
787
StoneX Group
New York
$235K -$5.5K -37 -2%
GPC
788
Glacier Peak Capital
Washington
$235K -$1.64K -11 -0.7%
F
789
Filament
Washington
$235K -$149 -1 -0.1%
CF
790
Corrigan Financial
Rhode Island
$234K -$4.91K -33 -2%
RG
791
Rikoon Group
New Mexico
$232K
TA
792
Trellis Advisors
Washington
$232K
B
793
Bridgeworth
Alabama
$231K +$224K +1,507 New
MFW
794
Meristem Family Wealth
Minnesota
$230K -$30.6K -206 -12%
FA
795
FCG Advisors
New Jersey
$230K +$224K +1,504 New
HCMT
796
Highland Capital Management (Tennessee)
Tennessee
$230K +$224K +1,506 New
CAM
797
Carret Asset Management
New York
$229K +$223K +1,500 New
WCM
798
WealthBridge Capital Management
Ohio
$228K
DE
799
Day & Ennis
Georgia
$228K +$222K +1,493 New
BMO
800
Beck Mack & Oliver
New York
$226K -$23.3K -157 -10%

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.