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
PC
951
Permanens Capital
New York
$9K +$1.24K +8 +16%
FNBOSM
952
First National Bank of South Miami
Florida
$8K
SCA
953
Stonebridge Capital Advisors
Minnesota
$8K
GI
954
Gradient Investments
Minnesota
$8K +$7.75K +50 New
LB
955
Legacy Bridge
Iowa
$7K
FMTCOCP
956
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
FGAM
957
Financial Gravity Asset Management
Texas
$6K
HI
958
Hudock Inc
Pennsylvania
$6K
CIA
959
Cascade Investment Advisors
Oregon
$5.39K
HCA
960
Horan Capital Advisors
Ohio
$5K +$4.81K +31 New
FCH
961
Freestone Capital Holdings
Washington
$3.8K +$1.78M +11,496 +87%
CIM
962
Contravisory Investment Management
Massachusetts
$3K
PFO
963
Pathstone Family Office
New Jersey
$3K
SIS
964
Sound Income Strategies
Florida
$3K
Simplex Trading
965
Simplex Trading
Illinois
$3K +$3.72K +24 New
Kayne Anderson Rudnick Investment Management
966
Kayne Anderson Rudnick Investment Management
California
$2K
MCM
967
MV Capital Management
Maryland
$2K +$1.71K +11 New
AMCA
968
Arthur M. Cohen & Associates
Illinois
$827 +$1.55K +10 +0.2%
UB
969
UMB Bank
Missouri
$556 -$6.82K -44 -1%
SWP
970
Strategic Wealth Partners
Ohio
$367 -$99.7K -643 -21%
SFI
971
SPC Financial Inc
Maryland
-$10.1M -64,672 Closed
RCAG
972
Rehmann Capital Advisory Group
Michigan
-$3.05M -19,444 Closed
SWPG
973
Strategic Wealth Partners Group
Illinois
-$942K -6,010 Closed
FTS
974
Fifth Third Securities
Ohio
-$817K -5,200 Closed
BST
975
Bath Savings Trust
Maine
-$808K -5,158 Closed

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.