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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
AP
1001
Atwood & Palmer
Missouri
$93K
FFC
1002
First Financial Corp
Indiana
$93K
CWC
1003
Carolinas Wealth Consulting
North Carolina
$91K +$88.4K +555 New
SQA
1004
Simon Quick Advisors
New Jersey
$90K +$6.21K +39 +8%
Simplex Trading
1005
Simplex Trading
Illinois
$90K +$82.8K +520 +2,167%
CB
1006
CNB Bank
Pennsylvania
$88K
MWM
1007
Maltin Wealth Management
New Jersey
$88K +$84.3K +529 New
IA
1008
Independence Advisors
Pennsylvania
$85K +$81.7K +513 New
WCAMG
1009
Woodard & Company Asset Management Group
North Carolina
$83K +$79.6K +500 New
BWL
1010
Bogart Wealth LLC
Virginia
$82K
FPFS
1011
First Personal Financial Services
North Carolina
$82K +$16.1K +101 +26%
NSB
1012
Norway Savings Bank
Maine
$79K
JCM
1013
Jacobi Capital Management
Pennsylvania
$78K
TFGT
1014
TS Financial Group (TSFG)
Illinois
$76K +$159 +1 +0.2%
PC
1015
Permanens Capital
New York
$72K +$60.4K +379 +665%
SFA
1016
Stewardship Financial Advisors
Georgia
$71K
WOC
1017
West Oak Capital
California
$69K
ME
1018
McIlrath & Eck
Washington
$69K +$33K +207 +98%
BCI
1019
Brinker Capital Investments
Pennsylvania
$68K +$159 +1 +0.2%
TCM
1020
Tradewinds Capital Management
Washington
$66K
PW
1021
Price Wealth
Texas
$64K -$743K -4,662 -92%
GKIM
1022
GW&K Investment Management
Massachusetts
$63K +$18.2K +114 +43%
CBT
1023
Central Bank & Trust
Kentucky
$62K
EWM
1024
EPG Wealth Management
Georgia
$60K +$57.7K +362 New
TAM
1025
Townsend Asset Management
North Carolina
$60K +$57.8K +363 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.