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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
LWA
901
LWS Wealth Advisors
New Jersey
$240K +$231K +1,451 New
FAT
902
First American Trust
California
$239K +$16.7K +105 +8%
CCA
903
Conservest Capital Advisors
Pennsylvania
$238K +$319 +2 +0.1%
AA
904
Argent Advisors
Louisiana
$238K +$227K +1,422 New
PA
905
Parkside Advisors
California
$237K -$14.2K -89 -6%
LWM
906
Lyell Wealth Management
California
$235K +$1.59K +10 +0.7%
MWM
907
Madison Wealth Management
Ohio
$234K +$225K +1,411 New
EWM
908
Elmwood Wealth Management
California
$233K
FNBOMD
909
First National Bank of Mount Dora
Florida
$232K
PMFA
910
Plante Moran Financial Advisors
Michigan
$230K +$478 +3 +0.2%
SIM
911
Stratos Investment Management
Ohio
$230K +$7.01K +44 +3%
IDA
912
Intelligence Driven Advisers
California
$229K -$6.69K -42 -3%
WA
913
WealthTrust Axiom
Pennsylvania
$229K
SAM
914
Silvercrest Asset Management
New York
$228K
PP
915
PDS Planning
Ohio
$228K +$956 +6 +0.4%
TI
916
Trexquant Investment
Connecticut
$228K +$220K +1,379 New
PWLP
917
Prio Wealth Limited Partnership
Massachusetts
$227K
FIM
918
Fernwood Investment Management
Massachusetts
$227K +$478 +3 +0.2%
PHS
919
Pekin Hardy Strauss
Illinois
$226K
CFA
920
Cahill Financial Advisors
Minnesota
$226K +$6.21K +39 +3%
CF
921
Corrigan Financial
Rhode Island
$222K +$4.62K +29 +2%
LA
922
Legacy Advisors
Pennsylvania
$220K
WA
923
WP Advisors
California
$220K +$211K +1,327 New
IAN
924
Integrated Advisors Network
Texas
$219K +$210K +1,321 New
WWM
925
Western Wealth Management
Colorado
$218K -$5.1K -32 -2%

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.