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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
MWP
101
Moller Wealth Partners
$15.9M -$3.64M -27,125 -20%
WIC
102
Whitegate Investment Counselors
New Hampshire
$15.5M +$3.15M +23,477 +28%
N
103
Nuveen
North Carolina
$15.4M -$4.1M -30,500 -22%
Bessemer Group
104
Bessemer Group
New Jersey
$15.1M +$245K +1,822 +2%
Comerica Bank
105
Comerica Bank
Texas
$15.1M -$1.13M -8,386 -8%
PP
106
PrairieView Partners
Minnesota
$14.9M +$611K +4,549 +5%
JFGLC
107
Johnson Financial Group LLC (Colorado)
Colorado
$14.8M +$9.67M +72,024 +245%
UTC
108
Unified Trust Company
Kentucky
$14.8M +$13.6M +101,312 New
CFFP
109
Center for Financial Planning
Michigan
$14.7M +$2.11M +15,706 +18%
MPW
110
MA Private Wealth
California
$14.5M +$13M +96,671 +3,566%
BFA
111
Bluestem Financial Advisors
Illinois
$14.4M -$584K -4,346 -4%
CL
112
Choreo LLC
Illinois
$14.4M +$1.55M +11,506 +13%
PWMAG
113
Pinnacle Wealth Management Advisory Group
New Jersey
$14.4M +$4.55M +33,898 +52%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$14.3M +$10.9M +81,456 +453%
V
115
Veritable
Delaware
$13.9M +$1.75M +13,035 +16%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$13.8M +$1.05M +7,833 +9%
SI
117
Stephens Inc
Arkansas
$13.7M -$3.6M -26,815 -22%
PWLP
118
Prio Wealth Limited Partnership
Massachusetts
$13.7M +$10.6M +78,769 +528%
AAS
119
Avantax Advisory Services
Texas
$13.6M -$1.67M -12,422 -12%
PA
120
Parallel Advisors
California
$13.5M +$119K +886 +1%
SW
121
SVB Wealth
Massachusetts
$13.5M +$7.19M +53,554 +137%
PW
122
Price Wealth
Texas
$13.4M -$2.86M -21,335 -19%
BFPW
123
BOK Financial Private Wealth
Colorado
$13.3M -$3.71M -27,626 -23%
DJSG
124
D.J. St. Germain
Massachusetts
$13.2M +$655K +4,880 +6%
OPS
125
Orion Portfolio Solutions
Nebraska
$13.1M +$289K +2,153 +2%

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.