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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
GIA
826
Guyasuta Investment Advisors
Pennsylvania
-$567K -3,836 Closed
VWM
827
Venturi Wealth Management
Texas
-$506K -3,425 Closed
IC
828
Intersect Capital
California
-$491K -3,319 Closed
CA
829
Continuum Advisory
Idaho
-$469K -3,175 Closed
FC
830
Financial Consulate
Maryland
-$456K -3,086 Closed
BWM
831
BerganKDV Wealth Management
Minnesota
-$394K -2,665 Closed
TH
832
Timber Hill
Connecticut
-$354K -2,396 Closed
NWP
833
Northstar Wealth Partners
Connecticut
-$330K -2,195 Closed
BCA
834
Berman Capital Advisors
Georgia
-$284K -1,923 Closed
BAM
835
Belpointe Asset Management
Nevada
-$275K -1,864 Closed
BCM
836
Becker Capital Management
Oregon
-$256K -1,733 Closed
TCM
837
Tradition Capital Management
New Jersey
-$246K -1,671 Closed
VWA
838
V Wealth Advisors
Kansas
-$236K -1,562 Closed
CPIA
839
Cornell Pochily Investment Advisors
New York
-$227K -1,541 Closed
SS
840
Simplicity Solutions
Minnesota
-$226K -1,531 Closed
SHGA
841
Sand Hill Global Advisors
California
-$223K -1,511 Closed
Nomura Asset Management
842
Nomura Asset Management
Japan
-$213K -1,440 Closed
VC
843
Vicus Capital
Pennsylvania
-$209K -1,412 Closed
FC
844
Fiduciary Counselling
Minnesota
-$131K -888 Closed
FFG
845
Ford Financial Group
California
-$129K -864 Closed
LNWWM
846
Laird Norton Wetherby Wealth Management
California
-$84K -568 Closed
MWM
847
MinichMacGregor Wealth Management
New York
-$80K -546 Closed
SPI
848
Santori & Peters Inc
Pennsylvania
-$40K -288 Closed
KJWM
849
Kiley Juergens Wealth Management
Washington
-$32K -219 Closed
TFA
850
Toth Financial Advisory
Virginia
-$30K -200 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.