Vanguard Small-Cap ETF
1,046 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 432 increasing their positions, 385 reducing their positions, and 139 closing their positions.
87% more call options, than puts
Call options by funds: $4.21M | Put options by funds: $2.26M
12% more repeat investments, than reductions
Existing positions increased: 432 | Existing positions reduced: 385
4.65% more ownership
Funds ownership: 55.08% → 59.74% (+4.7%)
1% less funds holding in top 10
Funds holding in top 10: 89 → 88 (-1)
5% less funds holding
Funds holding: 1,099 → 1,046 (-53)
18% less capital invested
Capital invested by funds: $15.1B → $12.4B (-$2.65B)
27% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 139
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.63B |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$325M |
| 3 |
Morgan Stanley
New York
|
+$158M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$125M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$91.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
-$170M |
| 2 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$116M |
| 3 |
MRC
Millburn Ridgefield Corp
New York
|
-$75.3M |
| 4 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$75.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$52M |
VB Hedge Fund Activity: Q1 2020 in Review
1,046 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2020, worth a combined $12.4B — down 18% from $15.1B a quarter earlier.
Sellers outnumbered buyers: 139 funds closed out of VB and 102 opened new positions — a net loss of 37 holders — while 385 trimmed existing stakes and 432 added.
The largest buyer was Bank of America, adding an estimated $1.63B. The largest seller was Churchill Management, exiting entirely with an estimated $170M sold.
- 1,046 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2020, down from 1,099 in Q4 2019.
- Funds reported $12.4B of Vanguard Small-Cap ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 102 funds opened new Vanguard Small-Cap ETF positions in Q1 2020 and 139 closed out, a net change of -37 holders.
- The largest Vanguard Small-Cap ETF buyer in Q1 2020 was Bank of America, an estimated $1.63B added.
- The largest Vanguard Small-Cap ETF seller in Q1 2020 was Churchill Management, an estimated $170M sold.
Based on aggregated 13F filings for Q1 2020.