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Vanguard Small-Cap ETF

1,103 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 438 increasing their positions, 401 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 61

77% more call options, than puts

Call options by funds: $7.21M | Put options by funds: $4.07M

25% more capital invested

Capital invested by funds: $12.4B → $15.5B (+$3.1B)

18% more funds holding in top 10

Funds holding in top 10: 88104 (+16)

5% more funds holding

Funds holding: 1,0461,103 (+57)

9% more repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 401

2.12% less ownership

Funds ownership: 59.74%57.62% (-2.1%)

Holders
1,103
Holders Change
+57
Holders Change %
+5.45%
% of All Funds
22.62%
Holding in Top 10
104
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.18%
% of All Funds
2.13%
New
124
Increased
438
Reduced
401
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1026
Pacific Center for Financial Services
California
$52K
WB
1027
West Bancorporation
Iowa
$50K +$34.4K +256 +291%
TH
1028
TCTC Holdings
Texas
$50K +$45.7K +340 New
JCM
1029
Jacobi Capital Management
Pennsylvania
$47K +$11.3K +84 +35%
MWP
1030
MYCIO Wealth Partners
Pennsylvania
$47K +$43.5K +324 New
CTB
1031
Country Trust Bank
Illinois
$45K
DAC
1032
Dividend Assets Capital
South Carolina
$44K -$94K -700 -70%
Qube Research & Technologies (QRT)
1033
Qube Research & Technologies (QRT)
United Kingdom
$44K +$940 +7 +2%
SWM
1034
Selective Wealth Management
Virginia
$44K +$40.3K +300 New
APWM
1035
Atlas Private Wealth Management
New York
$42K -$6.71K -50 -15%
APWA
1036
Atlas Private Wealth Advisors
New Jersey
$40K +$36.9K +275 New
BWM
1037
BerganKDV Wealth Management
Minnesota
$40K +$36.9K +275 New
RCA
1038
Rowland Carmichael Advisors
Arizona
$37K
HI
1039
Hudock Inc
Pennsylvania
$37K +$28.7K +214 +498%
1832 Asset Management
1040
1832 Asset Management
Ontario, Canada
$36K
HFA
1041
HC Financial Advisors
California
$36K
LIA
1042
LS Investment Advisors
Michigan
$36K
ME
1043
McIlrath & Eck
Washington
$35K +$3.49K +26 +12%
CWP
1044
CFM Wealth Partners
Texas
$32K
FWM
1045
Focused Wealth Management
New York
$31K -$45.3K -337 -61%
BBPWM
1046
Blue Bell Private Wealth Management
Pennsylvania
$30K +$24.3K +181 +453%
AIM
1047
Arcadia Investment Management
Michigan
$29K
CHC
1048
City Holding Co
West Virginia
$29K
FM
1049
Family Management
New York
$26K -$44.3K -330 -65%
LGWM
1050
Litman Gregory Wealth Management
California
$24K

VB Hedge Fund Activity: Q2 2020 in Review

1,103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2020, worth a combined $15.5B — up 25% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new VB positions and 61 closed out — a net gain of 63 holders — while 438 added to existing stakes and 401 trimmed.

The largest buyer was SignatureFD, adding an estimated $82.9M. The largest seller was Jones Financial Companies, cutting an estimated $233M.

  • 1,103 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2020, up from 1,046 in Q1 2020.
  • Funds reported $15.5B of Vanguard Small-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 124 funds opened new Vanguard Small-Cap ETF positions in Q2 2020 and 61 closed out, a net change of +63 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2020 was SignatureFD, an estimated $82.9M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2020 was Jones Financial Companies, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2020.