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Vanguard Small-Cap ETF

956 hedge funds and large institutions have $12.9B invested in Vanguard Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 361 increasing their positions, 360 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.23M

85% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 53

17% more capital invested

Capital invested by funds: $11B → $12.9B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3% more funds holding

Funds holding: 924956 (+32)

0% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 360

0.12% less ownership

Funds ownership: 54.11%53.99% (-0.12%)

Holders
956
Holders Change
+32
Holders Change %
+3.46%
% of All Funds
20.69%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.99%
New
98
Increased
361
Reduced
360
Closed
53
Calls
$10.9M
Puts
$3.23M
Net Calls
+$7.7M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Condor Capital Management
New Jersey
$9.52M -$97.1K -653 -1%
PWMAG
127
Pinnacle Wealth Management Advisory Group
New Jersey
$9.49M +$189K +1,272 +2%
EIG
128
Ellenbecker Investment Group
Wisconsin
$9.36M +$45.3K +305 +0.5%
AWS
129
AJ Wealth Strategies
New York
$9.25M +$495K +3,327 +6%
MCIM
130
Meadow Creek Investment Management
Georgia
$9.2M +$591K +3,978 +7%
CBU
131
CIBC Bank USA
Illinois
$8.99M +$707K +4,756 +9%
CG
132
Caprock Group
Idaho
$8.97M -$459K -3,085 -5%
PW
133
Peninsula Wealth
California
$8.96M -$400K -2,689 -4%
BI
134
Ballast Inc
Kentucky
$8.87M -$905K -6,088 -10%
SB
135
Strategic Blueprint
Georgia
$8.83M +$4.91M +33,035 +133%
PCG
136
Private Capital Group
Connecticut
$8.27M +$38.4K +258 +0.5%
MWP
137
MYCIO Wealth Partners
Pennsylvania
$8.2M +$12.6K +85 +0.2%
JAFL
138
Jay A. Fishman Ltd
Michigan
$8.07M +$515K +3,465 +7%
LPWM
139
Lake Point Wealth Management
Texas
$7.97M +$1.18M +7,939 +18%
BCA
140
Bray Capital Advisors
Florida
$7.94M +$407K +2,740 +6%
PFC
141
Personal Financial Consultants
California
$7.87M +$259K +1,744 +4%
SC
142
Sepio Capital
Utah
$7.86M +$7.64M +51,416 New
WTC
143
WhitTier Trust Company
Nevada
$7.85M -$589K -3,959 -7%
PSUF
144
People's United Financial
Connecticut
$7.71M +$514K +3,457 +7%
SCM
145
Stonehearth Capital Management
Massachusetts
$7.71M -$103K -692 -1%
TCM
146
TD Capital Management
Tennessee
$7.69M
Citadel Advisors
147
Citadel Advisors
Florida
$7.67M +$4.19M +28,151 +128%
BP
148
Ballentine Partners
Massachusetts
$7.65M -$988K -6,648 -12%
TF
149
TimeScale Financial
Massachusetts
$7.6M -$1.45M -9,769 -16%
FHA
150
Flagship Harbor Advisors
Massachusetts
$7.6M +$66.5K +447 +0.9%

VB Hedge Fund Activity: Q1 2019 in Review

956 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2019, worth a combined $12.9B — up 17% from $11B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new VB positions and 53 closed out — a net gain of 45 holders — while 361 added to existing stakes and 360 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $53.4M. The largest seller was Wellington Management Group, cutting an estimated $29.6M.

  • 956 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2019, up from 924 in Q4 2018.
  • Funds reported $12.9B of Vanguard Small-Cap ETF stock for Q1 2019, up 17% quarter-over-quarter.
  • 98 funds opened new Vanguard Small-Cap ETF positions in Q1 2019 and 53 closed out, a net change of +45 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $53.4M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2019 was Wellington Management Group, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2019.