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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
UWM
976
USAdvisors Wealth Management
Minnesota
-$593 -3,784 Closed
PCP
977
Proficio Capital Partners
Massachusetts
-$526K -3,355 Closed
PV
978
Private Vista
Illinois
-$503K -3,214 Closed
AFNAS
979
American Financial Network Advisory Services
California
-$434K -2,809 Closed
Franklin Resources
980
Franklin Resources
California
-$375K -2,394 Closed
Two Sigma Investments
981
Two Sigma Investments
New York
-$372K -2,374 Closed
AIM
982
Aspen Investment Management
Michigan
-$359K -2,293 Closed
DJSG
983
D.J. St. Germain
Massachusetts
-$302K -1,929 Closed
AF
984
Alerus Financial
North Dakota
-$250K -1,594 Closed
WHG
985
Westwood Holdings Group
Texas
-$238K -1,520 Closed
B
986
Bridgeworth
Alabama
-$236K -1,507 Closed
ACM
987
Allred Capital Management
Texas
-$235K -1,498 Closed
CPIA
988
Cornell Pochily Investment Advisors
New York
-$233 -1,487 Closed
MMA
989
Miracle Mile Advisors
California
-$226K -1,442 Closed
GPC
990
Glacier Peak Capital
Washington
-$224K -1,428 Closed
WIP
991
Wellesley Investment Partners
Massachusetts
-$219K -1,399 Closed
FLA
992
Financial Life Advisors
Texas
-$217K -1,387 Closed
IC
993
InterOcean Capital
Illinois
-$216K -1,379 Closed
PAS
994
Partnervest Advisory Services
California
-$214K -1,364 Closed
BCM
995
Bienville Capital Management
New York
-$208K -1,325 Closed
LA
996
LVW Advisors
New York
-$207K -1,324 Closed
NB
997
Nicolet Bankshares
Wisconsin
-$207K -1,320 Closed
SVWAG
998
Sound View Wealth Advisors Group
Georgia
-$206K -1,317 Closed
APG
999
Abacus Planning Group
South Carolina
-$205K -1,305 Closed
SHJ
1000
Sharkey, Howes & Javer
Colorado
-$115K -732 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.