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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
DBT
901
Dubuque Bank & Trust
Iowa
$46K
CHP
902
Cable Hill Partners
Oregon
$46K +$25.6K +172 +137%
DWM
903
Destination Wealth Management
California
$44K -$24.1K -162 -36%
TRCT
904
Tower Research Capital (TRC)
New York
$41K +$34.3K +231 +642%
TL
905
TrueWealth LLC
Georgia
$41K +$34.8K +234 +669%
CAGAS
906
Capital Advisory Group Advisory Services
Minnesota
$40K
BWM
907
Baystate Wealth Management
Massachusetts
$39K -$595 -4 -2%
WC
908
Whitnell & Co
Illinois
$39K
LIA
909
LS Investment Advisors
Michigan
$38K
AIA
910
Arcadia Investment Advisors
Idaho
$32.5K -$6.54K -44 -17%
ME
911
McIlrath & Eck
Washington
$32K +$5.95K +40 +23%
HMS
912
Hanseatic Management Services
New Mexico
$25K
MSA
913
Marino Stram & Associates
Massachusetts
$24K +$12.6K +85 +121%
SNT
914
Security National Trust
West Virginia
$23K
WCG
915
Weaver Consulting Group
California
$23K +$22K +148 New
CH
916
Canton Hathaway
Rhode Island
$22K
HDIM
917
Hanson & Doremus Investment Management
Vermont
$22K
BAM
918
Bruderman Asset Management
New York
$21K
CWA
919
Clarus Wealth Advisors
Arizona
$20K +$4.46K +30 +30%
FDCDDQ
920
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.3K
LGWM
921
Litman Gregory Wealth Management
California
$16K
LWANC
922
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
LFA
923
Legacy Financial Advisors
Kentucky
$15K
PMFA
924
Plante Moran Financial Advisors
Michigan
$15K
TSW
925
Thompson Siegel & Walmsley
Virginia
$15K

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.