We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

668 hedge funds and large institutions have $9.15B invested in Vanguard Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 205 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 40

41% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 205

15% more capital invested

Capital invested by funds: $7.98B → $9.15B (+$1.17B)

6% more funds holding

Funds holding: 631668 (+37)

1.17% more ownership

Funds ownership: 49.36%50.53% (+1.2%)

10% less funds holding in top 10

Funds holding in top 10: 6861 (-7)

85% less call options, than puts

Call options by funds: $4.96M | Put options by funds: $33M

Holders
668
Holders Change
+37
Holders Change %
+5.86%
% of All Funds
16.63%
Holding in Top 10
61
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.29%
% of All Funds
1.52%
New
81
Increased
289
Reduced
205
Closed
40
Calls
$4.96M
Puts
$33M
Net Calls
-$28.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
126
Chemical Bank
Michigan
$7.58M -$298K -2,253 -4%
TFO
127
Tarbox Family Office
California
$7.49M -$5.29K -40 -0.1%
MCM
128
Maryland Capital Management
Maryland
$7.45M -$164K -1,240 -2%
MCIM
129
Meadow Creek Investment Management
Georgia
$7.43M +$292K +2,210 +4%
SFI
130
SPC Financial Inc
Maryland
$7.36M -$17.6K -133 -0.2%
WTC
131
WhitTier Trust Company
Nevada
$7.27M
CG
132
Caprock Group
Idaho
$7.26M -$175K -1,323 -2%
RCS
133
Retirement Capital Strategies
California
$7.05M -$127K -962 -2%
AC
134
Alexandria Capital
Virginia
$6.97M +$201K +1,521 +3%
VFA
135
Voya Financial Advisors
Connecticut
$6.93M +$717K +5,420 +12%
PWMAG
136
Pinnacle Wealth Management Advisory Group
New Jersey
$6.82M -$49K -370 -0.7%
TCM
137
TD Capital Management
Tennessee
$6.81M -$118K -890 -2%
NPC
138
National Planning Corporation
California
$6.68M -$2.05M -15,515 -23%
MIS
139
Morningstar Investment Services
Illinois
$6.41M +$6.36M +48,096 New
LFA
140
Landmark Financial Advisors
Kentucky
$6.34M +$287K +2,166 +5%
WAM
141
Wealthspire Advisors (Maryland)
Maryland
$6.22M +$141K +1,069 +2%
EA
142
Elm Advisors
California
$6.12M +$81.4K +615 +1%
EP
143
Elkfork Partners
Oregon
$6.12M +$241K +1,820 +4%
WSTAM
144
Wilbanks Smith & Thomas Asset Management
Virginia
$5.78M +$680K +5,139 +13%
SB
145
Suntrust Banks
Georgia
$5.7M +$501K +3,790 +10%
MCM
146
Manchester Capital Management
Vermont
$5.68M +$634K +4,789 +13%
RCG
147
Ruggie Capital Group
Florida
$5.67M +$1.75M +13,209 +45%
WB
148
Webster Bank
Connecticut
$5.66M +$666K +5,034 +13%
TA
149
Teachers Advisors
New York
$5.57M -$64.2K -485 -1%
IA
150
IFP Advisors
Florida
$5.44M +$996K +7,525 +23%

VB Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2017, worth a combined $9.15B — up 15% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 40 closed out — a net gain of 41 holders — while 289 added to existing stakes and 205 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $332M. The largest seller was Acorns Advisers, cutting an estimated $50.1M.

  • 668 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2017, up from 631 in Q4 2016.
  • Funds reported $9.15B of Vanguard Small-Cap ETF stock for Q1 2017, up 15% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2017 and 40 closed out, a net change of +41 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2017 was Jones Financial Companies, an estimated $332M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2017 was Acorns Advisers, an estimated $50.1M sold.

Based on aggregated 13F filings for Q1 2017.