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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
WIP
951
Wellesley Investment Partners
Massachusetts
$205K +$198K +1,241 New
PFGIA
952
Patriot Financial Group Insurance Agency
Massachusetts
$204K -$86.7K -544 -31%
PWA
953
Physician Wealth Advisors
Utah
$202K +$193K +1,210 New
LA
954
LVW Advisors
New York
$202K +$194K +1,217 New
OFS
955
Orrstown Financial Services
Pennsylvania
$201K -$106K -663 -36%
ACA
956
Atlas Capital Advisors
Wyoming
$193K +$319 +2 +0.2%
RCM
957
Rain Capital Management
Oregon
$192K
PFSC
958
Peoples Financial Services Corp
Pennsylvania
$191K
CT
959
Caldwell Trust
Florida
$185K +$178K +1,118 New
PB
960
Pinnacle Bancorp
Nebraska
$182K +$23.9K +150 +16%
SL
961
Salomon & Ludwin
Virginia
$181K
DI
962
Disciplined Investments
Oklahoma
$173K +$166K +1,043 New
CCA
963
Column Capital Advisors
Indiana
$173K +$167K +1,050 New
VI
964
Vestcor Inc
New Brunswick, Canada
$170K +$163K +1,025 New
ACM
965
Allred Capital Management
Texas
$162K +$156K +979 New
EP
966
Eudaimonia Partners
Tennessee
$156K +$150K +939 New
RE
967
RBC Europe
United Kingdom
$154K
FANJ
968
Financial Architects (New Jersey)
New Jersey
$154K -$16.1K -101 -10%
KPCM
969
Kings Point Capital Management
New York
$154K +$69.6K +437 +89%
IFWM
970
Institute for Wealth Management
Colorado
$152K +$146K +916 New
BCA
971
Berman Capital Advisors
Georgia
$147K +$956 +6 +0.7%
NCM
972
Next Capital Management
New York
$146K +$32.7K +205 +30%
GDP
973
Great Diamond Partners
Maine
$142K +$137K +860 New
PWP
974
Personal Wealth Partners
Minnesota
$141K
FM
975
Family Management
New York
$138K +$7.65K +48 +6%

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.