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Vanguard Small-Cap ETF

1,099 hedge funds and large institutions have $15.1B invested in Vanguard Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 458 increasing their positions, 296 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

794% more call options, than puts

Call options by funds: $6.65M | Put options by funds: $744K

370% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 40

55% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 296

14% more capital invested

Capital invested by funds: $13.2B → $15.1B (+$1.87B)

14% more funds holding

Funds holding: 9681,099 (+131)

10% more funds holding in top 10

Funds holding in top 10: 8189 (+8)

1.64% more ownership

Funds ownership: 53.44%55.08% (+1.6%)

Holders
1,099
Holders Change
+131
Holders Change %
+13.53%
% of All Funds
21.66%
Holding in Top 10
89
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.88%
% of All Funds
1.75%
New
188
Increased
458
Reduced
296
Closed
40
Calls
$6.65M
Puts
$744K
Net Calls
+$5.9M
Net Calls Change
+$990K
Name Holding Trade Value Shares
Change
Change in
Stake
MIG
776
McGuire Investment Group
Rhode Island
$393K +$15.9K +100 +4%
VNA
777
Valley National Advisers
Pennsylvania
$392K -$11.5K -72 -3%
WA
778
Wambolt & Associates
Colorado
$387K -$2.87K -18 -0.8%
IWA
779
Inspirion Wealth Advisors
Illinois
$387K +$159 +1 +0%
RA
780
RFG Advisory
Alabama
$383K +$27.9K +175 +8%
RFN
781
RDA Financial Network
Iowa
$380K -$15.1K -95 -4%
RMC
782
Resources Management Corp
Connecticut
$375K +$2.39K +15 +0.7%
HWA
783
Heritage Wealth Advisors
Virginia
$373K +$345K +2,165 +2,460%
MJRIC
784
Mogy Joel R Investment Counsel
California
$372K
SWMG
785
Signature Wealth Management Group
Georgia
$372K +$57K +358 +19%
SG
786
StoneX Group
New York
$369K +$115K +724 +48%
WCWM
787
Willow Creek Wealth Management
California
$368K
FIM
788
Frontier Investment Management
Texas
$368K +$73.4K +461 +26%
CL
789
CPWM LLC
Washington
$366K +$105K +661 +43%
KTM
790
Keeler Thomas Management
Utah
$366K +$3.35M +21,004 +950%
PCS
791
Personal CFO Solutions
New Jersey
$365K -$51.9K -326 -13%
SFG
792
SNS Financial Group
Minnesota
$359K -$7.8K -49 -2%
CPO
793
Cerity Partners OCIO
New York
$358K -$478 -3 -0.1%
SAG
794
Spotlight Asset Group
Illinois
$357K +$452K +2,836 New
PCTC
795
Perkins Coie Trust Company
Washington
$355K
GC
796
Gilbert & Cook
Iowa
$354K -$299K -1,874 -47%
NPF
797
Norris Perne & French
Michigan
$354K -$8.76K -55 -3%
TC
798
Toews Corporation
New Jersey
$353K -$13.5K -85 -4%
TWA
799
TCI Wealth Advisors
Arizona
$353K +$19.8K +124 +6%
HGWM
800
Harvest Group Wealth Management
Massachusetts
$352K

VB Hedge Fund Activity: Q4 2019 in Review

1,099 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q4 2019, worth a combined $15.1B — up 14% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new VB positions and 40 closed out — a net gain of 148 holders — while 458 added to existing stakes and 296 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $163M. The largest seller was M&T Bank, exiting entirely with an estimated $91.1M sold.

  • 1,099 institutional investors held Vanguard Small-Cap ETF (VB) as of Q4 2019, up from 968 in Q3 2019.
  • Funds reported $15.1B of Vanguard Small-Cap ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 188 funds opened new Vanguard Small-Cap ETF positions in Q4 2019 and 40 closed out, a net change of +148 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q4 2019 was Churchill Management, an estimated $163M added.
  • The largest Vanguard Small-Cap ETF seller in Q4 2019 was M&T Bank, an estimated $91.1M sold.

Based on aggregated 13F filings for Q4 2019.