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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
BCM
826
Bienville Capital Management
New York
$203K +$197K +1,325 New
SVWA
827
Sound View Wealth Advisors
Georgia
$203K +$198K +1,331 New
PWLP
828
Prio Wealth Limited Partnership
Massachusetts
$203K +$198K +1,333 New
PS
829
Portfolio Solutions
Michigan
$202K -$1.24M -8,321 -86%
HF
830
HRT Financial
New York
$200K +$195K +1,314 New
QAM
831
QCI Asset Management
New York
$192K -$743 -5 -0.4%
PFSC
832
Peoples Financial Services Corp
Pennsylvania
$191K +$7.43K +50 +4%
DOA
833
D'Orazio & Associates
Virginia
$185K +$27.2K +183 +18%
ACA
834
Atlas Capital Advisors
Wyoming
$177K -$73.9K -497 -30%
FFC
835
First Financial Corp
Indiana
$174K -$2.23K -15 -1%
FANJ
836
Financial Architects (New Jersey)
New Jersey
$168K +$53.8K +362 +49%
SL
837
Salomon & Ludwin
Virginia
$167K
AIM
838
Axiom Investment Management
New York
$166K +$161K +1,085 New
BCA
839
Berman Capital Advisors
Georgia
$157K -$46.4K -312 -23%
BMM
840
Buffington Mohr McNeal
Idaho
$156K +$152K +1,022 New
IBOK
841
Independence Bank of Kentucky
Kentucky
$154K +$23.8K +160 +19%
MFBTD
842
MB Financial Bank - Trust Department
Illinois
$151K -$4.46K -30 -3%
SFSG
843
Stearns Financial Services Group
North Carolina
$143K -$2.53K -17 -2%
SIS
844
Sound Income Strategies
Florida
$131K +$118K +795 +1,262%
RE
845
RBC Europe
United Kingdom
$131K
PB
846
Pinnacle Bancorp
Nebraska
$130K +$29.7K +200 +31%
IWA
847
Intercontinental Wealth Advisors
Texas
$124K
GWS
848
Glassman Wealth Services
Virginia
$123K
TCOV
849
Trust Company of Vermont
Vermont
$120K +$14.4K +97 +14%
WCM
850
Wealthcare Capital Management
Virginia
$117K

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.