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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
TI
801
Truepoint Inc
Ohio
$5.29K -$741K -4,966 -86%
BRC
802
Bell Rock Capital
Delaware
$5K
HI
803
Hudock Inc
Pennsylvania
$5K
LYV
804
Live Your Vision
Pennsylvania
$5K
SP
805
SWS Partners
Ohio
$5K
JWA
806
JFS Wealth Advisors
Pennsylvania
$5K +$149 +1 +3%
AAP
807
Arax Advisory Partners
Colorado
$3K
PFO
808
Pathstone Family Office
New Jersey
$3K
HFP
809
Holistic Financial Partners
Indiana
$3K +$3.28K +22 New
MA
810
MCF Advisors
Kentucky
$2K
FCAG
811
First Capital Advisors Group
New Jersey
$2K +$2.54K +17 New
AFNAS
812
American Financial Network Advisory Services
California
$1.81K -$794K -5,317 -97%
SWPG
813
Strategic Wealth Partners Group
Illinois
$547
IH
814
IFC Holdings
Florida
-$22.9M -154,908 Closed
SI
815
SII Investments
Wisconsin
-$13.8M -93,307 Closed
CLA
816
Cranberry Lake Advisors
Texas
-$13M -87,761 Closed
TA
817
Teachers Advisors
New York
-$5.65M -38,200 Closed
CF
818
Copperwynd Financial
Arizona
-$5.21M -35,241 Closed
First Trust Advisors
819
First Trust Advisors
Illinois
-$2.29M -15,496 Closed
GSC
820
G&S Capital
Colorado
-$1.04M -7,012 Closed
FC
821
Forte Capital
New York
-$931K -6,299 Closed
FTS
822
Fifth Third Securities
Ohio
-$914K -6,184 Closed
GF
823
Goodman Financial
Texas
-$775K -5,241 Closed
TSS
824
Two Sigma Securities
New York
-$750K -5,077 Closed
HWM
825
Highwater Wealth Management
Colorado
-$590K -3,990 Closed

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.