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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
CAM
926
Congress Asset Management
Massachusetts
$218K
LRPA
927
L. Roy Papp & Associates
Arizona
$218K
AIA
928
Alera Investment Advisors
Illinois
$217K -$143K -897 -41%
RWM
929
Ritholtz Wealth Management
New York
$217K +$209K +1,311 New
HT
930
Heritage Trust
Oklahoma
$216K -$30.4K -191 -13%
SC
931
Searle & Co
Connecticut
$215K
CA
932
Crumly & Associates
Illinois
$215K +$207K +1,297 New
AP
933
Americana Partners
Texas
$215K +$207K +1,301 New
AIC
934
Archer Investment Corporation
Indiana
$213K +$162K +1,018 +377%
BPWA
935
Beacon Pointe Wealth Advisors
California
$213K +$204K +1,279 New
IC
936
Inverness Counsel
New York
$211K
HCA
937
Harbour Capital Advisors
Virginia
$211K +$202K +1,271 New
MMA
938
Miracle Mile Advisors
California
$211K +$203K +1,276 New
QAM
939
QCI Asset Management
New York
$210K +$159 +1 +0.1%
JFGIW
940
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$209K -$13.9K -87 -6%
BIM
941
Baldwin Investment Management
Pennsylvania
$209K +$201K +1,262 New
B
942
Bridgeworth
Alabama
$208K +$200K +1,258 New
W
943
Wealthquest
Ohio
$207K +$200K +1,253 New
DOA
944
D'Orazio & Associates
Virginia
$206K +$2.39K +15 +1%
FPCG
945
Fort Pitt Capital Group
Pennsylvania
$206K +$198K +1,242 New
CC
946
Cadinha & Co
Hawaii
$206K +$198K +1,245 New
AWA
947
Arkadios Wealth Advisors
Georgia
$205K +$193K +1,209 New
CS
948
Credit Suisse
Switzerland
$205K -$1.72M -10,826 -90%
PAMG
949
Patton Albertson Miller Group
Tennessee
$205K +$197K +1,236 New
TCM
950
Tandem Capital Management
New Jersey
$205K +$197K +1,237 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.