We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
NNP
76
Nachman Norwood & Parrott
South Carolina
$21.6M +$240K +1,611 +1%
HFS
77
HL Financial Services
Kentucky
$21.2M -$961K -6,463 -4%
PA
78
Parallel Advisors
California
$20.3M -$1.55M -10,428 -7%
CAN
79
Cetera Advisor Networks
California
$19.9M +$1.79M +12,013 +10%
BFG
80
Bouchey Financial Group
New York
$19.7M +$108K +729 +0.6%
AllianceBernstein
81
AllianceBernstein
Tennessee
$19.5M +$7.47M +50,223 +65%
FA
82
Fiducient Advisors
Illinois
$19.3M -$358K -2,407 -2%
AI
83
Accredited Investors
Minnesota
$19M +$367K +2,468 +2%
GC
84
Garde Capital
Washington
$18.2M +$78.6K +529 +0.4%
MG
85
MilWealth Group
Wisconsin
$18.1M +$3.42K +23 +0%
Comerica Bank
86
Comerica Bank
Texas
$17.2M +$30K +202 +0.2%
Truist Financial
87
Truist Financial
North Carolina
$17.1M +$484K +3,257 +3%
PPFA
88
Provida Pension Fund Administrator
Chile
$16.9M +$843K +5,669 +5%
PAI
89
Pittenger & Anderson Inc
Nebraska
$16.6M +$254K +1,707 +2%
Fiera Capital (Canada)
90
Fiera Capital (Canada)
Quebec, Canada
$16.5M +$260K +1,752 +2%
BOH
91
Bank of Hawaii
Hawaii
$16.5M -$697K -4,688 -4%
CCM
92
Carlson Capital Management
Minnesota
$16.3M -$208K -1,397 -1%
BAM
93
Barrett Asset Management
New York
$16.2M +$189K +1,272 +1%
WSTAM
94
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M +$1.4M +9,422 +10%
FFW
95
Fusion Family Wealth
New York
$15.7M +$1.39M +9,334 +10%
Mariner
96
Mariner
Kansas
$15.6M -$622K -4,182 -4%
MWP
97
Moller Wealth Partners
$14.2M -$37.9K -255 -0.3%
WA
98
WBH Advisory
Maryland
$14.1M +$236K +1,586 +2%
PP
99
PrairieView Partners
Minnesota
$13.9M +$238K +1,602 +2%
US Bancorp
100
US Bancorp
Minnesota
$13.9M +$1.28M +8,596 +10%

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.