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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
AMIM
851
Aull & Monroe Investment Management
Alabama
$293K
CNB
852
Camden National Bank
Maine
$293K +$15.9K +100 +6%
OC
853
Oakworth Capital
Alabama
$292K
TWM
854
Tolleson Wealth Management
Texas
$292K
AF
855
Aldebaran Financial
$292K +$478 +3 +0.2%
OPA
856
Old Port Advisors
Maine
$289K -$17.2K -108 -6%
EFS
857
Essex Financial Services
Connecticut
$287K +$276K +1,730 New
SCA
858
Strategic Capital Advisers
Colorado
$286K -$3.35K -21 -1%
DAC
859
Dividend Assets Capital
South Carolina
$286K
AWM
860
Altus Wealth Management
Kentucky
$286K +$275K +1,727 New
DWM
861
Destination Wealth Management
California
$285K +$274K +1,721 New
CT
862
Columbia Trust
Oregon
$285K +$275K +1,725 New
GD
863
Grandfield & Dodd
New York
$283K +$5.58K +35 +2%
FRA
864
Front Row Advisors
California
$282K -$956 -6 -0.4%
HIA
865
Harbor Investment Advisory
Maryland
$280K +$269K +1,689 New
MPWT
866
MassMutual Private Wealth & Trust
Connecticut
$276K -$11.2K -70 -4%
BCP
867
Blue Chip Partners
Michigan
$276K +$1.43K +9 +0.5%
MIA
868
MainStreet Investment Advisors
Illinois
$275K -$11.2K -70 -4%
MPM
869
Meritage Portfolio Management
Kansas
$272K -$478 -3 -0.2%
CDH
870
Charles D. Hyman
$272K
GEA
871
Glen Eagle Advisors
New Jersey
$269K -$21.5K -135 -8%
EWA
872
Exencial Wealth Advisors
Oklahoma
$268K +$1.75K +11 +0.7%
ATPW
873
Ashton Thomas Private Wealth
Arizona
$267K +$257K +1,611 New
1IA
874
1834 Investment Advisors
Wisconsin
$265K
ECG
875
EPIQ Capital Group
California
$264K +$254K +1,594 New

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.