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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
GT
851
Glenmede Trust
Pennsylvania
$116K -$22.1M -148,345 -16%
NFG
852
Next Financial Group
Texas
$116K -$2.12M -14,230 -95%
NFH
853
NEXT Financial Holdings
Texas
$116K +$113K +760 New
CIAS
854
Capital Investment Advisory Services
North Carolina
$114K -$1.34K -9 -1%
PFBT
855
Parkside Financial Bank & Trust
Missouri
$110K -$110K -741 -51%
FCMT
856
Founders Capital Management (Texas)
Texas
$109K
SMFS
857
Squar Milner Financial Services
California
$107K
VCM
858
Vigilant Capital Management
Maine
$107K +$29.7K +200 +40%
SHJ
859
Sharkey, Howes & Javer
Colorado
$104K -$135K -906 -57%
NCM
860
Next Capital Management
New York
$103K
AOWM
861
Alpha Omega Wealth Management
Virginia
$101K
BFC
862
Bedel Financial Consulting
Indiana
$101K
CCM
863
Cribstone Capital Management
Maine
$101K
FWM
864
Focused Wealth Management
New York
$99K
PCA
865
Providence Capital Advisors
North Carolina
$98K
CAL
866
Capital Analysts LLC
Pennsylvania
$95K -$2.97K -20 -3%
CAC
867
Certified Advisory Corp
Florida
$90K
GTAM
868
Global Trust Asset Management
Florida
$88K
YWP
869
YorkBridge Wealth Partners
New York
$88K +$22.3K +150 +35%
CBT
870
Capital Bank & Trust
California
$87K -$29.7K -200 -26%
AP
871
Atwood & Palmer
Missouri
$86K
BBNA
872
Bremer Bank National Association
Minnesota
$85K +$80.3K +540 New
CB
873
CNB Bank
Pennsylvania
$81K
GWA
874
Guidant Wealth Advisors
Illinois
$78K
SQA
875
Simon Quick Advisors
New Jersey
$76K -$969K -6,520 -93%

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.