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Vanguard Small-Cap ETF

808 hedge funds and large institutions have $11.4B invested in Vanguard Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $2.06M

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

4% more funds holding

Funds holding: 780808 (+28)

1% more capital invested

Capital invested by funds: $11.3B → $11.4B (+$116M)

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

0.08% less ownership

Funds ownership: 52.66%52.58% (-0.08%)

Holders
808
Holders Change
+28
Holders Change %
+3.59%
% of All Funds
18.52%
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.67%
New
81
Increased
311
Reduced
271
Closed
45
Calls
$3.93M
Puts
$2.06M
Net Calls
+$1.87M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Cetera Advisors
Colorado
$6.53M +$6.65M +44,522 New
PIA
152
Peachtree Investment Advisors
Georgia
$6.52M +$6.63M +44,397 New
MCM
153
Manchester Capital Management
Vermont
$6.5M -$50K -335 -0.8%
EP
154
Elkfork Partners
Oregon
$6.45M
EA
155
Elm Advisors
California
$6.39M -$180K -1,208 -3%
RFC
156
Regions Financial Corp
Alabama
$6.35M +$123K +823 +2%
IA
157
IFP Advisors
Florida
$6.19M
JAFL
158
Jay A. Fishman Ltd
Michigan
$6.17M +$1.49M +9,980 +31%
CS
159
Comerica Securities
Michigan
$6.02M -$2.22M -14,885 -27%
LFA
160
Landmark Financial Advisors
Kentucky
$5.98M -$1.46M -9,796 -19%
CB
161
Chemical Bank
Michigan
$5.92M -$217K -1,455 -3%
CBU
162
CIBC Bank USA
Illinois
$5.82M +$849K +5,688 +17%
NHC
163
Nicholas Hoffman & Company
Georgia
$5.82M +$17.9K +120 +0.3%
WCWM
164
Wooster Corthell Wealth Management
Connecticut
$5.8M -$267K -1,786 -4%
RCG
165
Ruggie Capital Group
Florida
$5.79M -$143K -956 -2%
WB
166
Webster Bank
Connecticut
$5.77M -$178K -1,189 -3%
BCA
167
Bray Capital Advisors
Florida
$5.77M -$78.5K -526 -1%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$5.66M -$263K -1,759 -4%
EWM
169
Evercore Wealth Management
New York
$5.37M +$40.5K +271 +0.7%
FMC
170
First Merchants Corp
Indiana
$5.33M -$3.73K -25 -0.1%
BBA
171
BLB&B Advisors
Pennsylvania
$5.22M -$65.4K -438 -1%
NEPWA
172
New England Private Wealth Advisors
Massachusetts
$5.21M -$277K -1,858 -5%
WT
173
Whittier Trust
California
$5.13M +$454K +3,043 +10%
CAN
174
Cetera Advisor Networks
California
$5.11M -$180K -1,204 -3%
GT
175
Glenview Trust
Kentucky
$5.09M +$960K +6,428 +23%

VB Hedge Fund Activity: Q1 2018 in Review

808 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2018, worth a combined $11.4B — up 1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new VB positions and 45 closed out — a net gain of 36 holders — while 311 added to existing stakes and 271 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $141M.

  • 808 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2018, up from 780 in Q4 2017.
  • Funds reported $11.4B of Vanguard Small-Cap ETF stock for Q1 2018, up 1% quarter-over-quarter.
  • 81 funds opened new Vanguard Small-Cap ETF positions in Q1 2018 and 45 closed out, a net change of +36 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2018 was Goldman Sachs, an estimated $173M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2018 was JP Morgan Chase, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2018.