We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

967 hedge funds and large institutions have $13.2B invested in Vanguard Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 411 increasing their positions, 333 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $2.06M

43% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 46

23% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 333

1% more funds holding

Funds holding: 956967 (+11)

0.36% more ownership

Funds ownership: 53.08%53.44% (+0.36%)

2% less capital invested

Capital invested by funds: $13.4B → $13.2B (-$203M)

9% less funds holding in top 10

Funds holding in top 10: 8981 (-8)

Holders
967
Holders Change
+11
Holders Change %
+1.15%
% of All Funds
21.21%
Holding in Top 10
81
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-8.99%
% of All Funds
1.78%
New
66
Increased
411
Reduced
333
Closed
46
Calls
$6.97M
Puts
$2.06M
Net Calls
+$4.91M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
926
City Holding Co
West Virginia
$31K +$31K +200 New
RP
927
Rice Partnership
Hawaii
$28K +$28.2K +182 New
LGWM
928
Litman Gregory Wealth Management
California
$24K
WCG
929
Weaver Consulting Group
California
$24K
CH
930
Canton Hathaway
Rhode Island
$23K
SNT
931
Security National Trust
West Virginia
$23K
HDIM
932
Hanson & Doremus Investment Management
Vermont
$22K
PCIA
933
Prime Capital Investment Advisors
Kansas
$22K +$21.9K +141 New
MAM
934
Meeder Asset Management
Ohio
$22K +$22.3K +144 New
EIP
935
Ellis Investment Partners
Pennsylvania
$21K +$155 +1 +0.7%
FBT
936
First Bank & Trust
South Dakota
$20K
JGIA
937
Jackson Grant Investment Advisers
Connecticut
$19K +$155 +1 +0.8%
FDCDDQ
938
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K
MAU
939
MRA Associates USA
Arizona
$18.5K +$18.6K +120 New
MA
940
MCF Advisors
Kentucky
$18K
TRCT
941
Tower Research Capital (TRC)
New York
$15K -$468K -3,018 -97%
LWANC
942
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
TSW
943
Thompson Siegel & Walmsley
Virginia
$15K
GCM
944
Gables Capital Management
Florida
$14K
HWA
945
Heritage Wealth Advisors
Virginia
$13K -$12.4K -80 -48%
JWM
946
Janiczek Wealth Management
Colorado
$11K -$71.6K -462 -87%
CFN
947
Cordasco Financial Network
Florida
$11K
LFG
948
LifePlan Financial Group
Ohio
$10K -$3.41K -22 -26%
MCM
949
McMillion Capital Management
North Carolina
$10K
LF
950
Lee Financial
Texas
$9K -$214K -1,381 -96%

VB Hedge Fund Activity: Q3 2019 in Review

967 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2019, worth a combined $13.2B — down 1.5% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new VB positions and 46 closed out — a net gain of 20 holders — while 411 added to existing stakes and 333 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $49.9M. The largest seller was Royal Bank of Canada, cutting an estimated $64.8M.

  • 967 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2019, up from 956 in Q2 2019.
  • Funds reported $13.2B of Vanguard Small-Cap ETF stock for Q3 2019, down 1.5% quarter-over-quarter.
  • 66 funds opened new Vanguard Small-Cap ETF positions in Q3 2019 and 46 closed out, a net change of +20 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q3 2019 was Jones Financial Companies, an estimated $49.9M added.
  • The largest Vanguard Small-Cap ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $64.8M sold.

Based on aggregated 13F filings for Q3 2019.