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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
HPWM
826
Highland Private Wealth Management
Washington
$322K +$310K +1,944 New
SKK
827
Shepherd Kaplan Krochuk
Massachusetts
$318K +$11.6K +73 +4%
BFS
828
Bradley Foster & Sargent
Connecticut
$317K +$60.8K +382 +25%
PCM
829
Poehling Capital Management
Wisconsin
$315K +$303K +1,904 New
VBFP
830
Valtinson Bruner Financial Planning
Minnesota
$314K +$302K +1,898 New
FWP
831
FAS Wealth Partners
Kansas
$313K
BC
832
Burney Company
Virginia
$312K +$17K +107 +6%
MA
833
Modus Advisors
Minnesota
$312K +$300K +1,882 New
TFF
834
The Family Firm
Maryland
$310K -$30.3K -190 -9%
SFSIG
835
San Francisco Sentry Investment Group
California
$309K
MIC
836
Meridian Investment Counsel
California
$308K +$4.78K +30 +2%
EA
837
Evergreen Advisors
Tennessee
$307K +$1.59K +10 +0.5%
CIBC World Market
838
CIBC World Market
Ontario, Canada
$307K +$13.2K +83 +5%
NCM
839
Northwest Capital Management
Oregon
$306K +$294K +1,843 New
SCA
840
Stokes Capital Advisors
South Carolina
$304K
HR
841
Howe & Rusling
New York
$303K +$9.56K +60 +3%
MIC
842
Means Investment Company
Maine
$301K -$37.8K -237 -12%
TA
843
Trellis Advisors
Washington
$301K +$47.5K +298 +20%
CT
844
Cambridge Trust
Massachusetts
$301K +$289K +1,815 New
SWM
845
Stockman Wealth Management
Montana
$299K
ACM
846
Advisors Capital Management
New Jersey
$299K +$45.4K +285 +19%
HR
847
Hayden Royal
North Carolina
$297K -$6.21K -39 -2%
RMCM
848
Reynders McVeigh Capital Management
Massachusetts
$296K -$47.8K -300 -14%
RWA
849
River Wealth Advisors
Pennsylvania
$295K +$40.5K +254 +17%
SWM
850
SeaCrest Wealth Management
New York
$294K -$149K -938 -35%

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.