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Vanguard Small-Cap ETF

680 hedge funds and large institutions have $9.6B invested in Vanguard Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 171 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 171

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 6167 (+6)

2% more funds holding

Funds holding: 668680 (+12)

1.06% more ownership

Funds ownership: 50.53%51.59% (+1.1%)

5% more capital invested

Capital invested by funds: $9.15B → $9.6B (+$452M)

86% less call options, than puts

Call options by funds: $4.45M | Put options by funds: $30.7M

Holders
680
Holders Change
+12
Holders Change %
+1.8%
% of All Funds
16.95%
Holding in Top 10
67
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.84%
% of All Funds
1.67%
New
55
Increased
322
Reduced
171
Closed
34
Calls
$4.45M
Puts
$30.7M
Net Calls
-$26.3M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
HCIA
176
Hochman Cole Investment Advisors
Illinois
$4.28M +$11.8K +88 +0.3%
CL
177
Choreo LLC
Illinois
$4.28M +$529K +3,950 +14%
JIC
178
Johnson Investment Counsel
Ohio
$4.26M -$4.02K -30 -0.1%
BFEC
179
Benjamin F. Edwards & Company
Missouri
$4.21M +$1.62M +12,089 +64%
EWM
180
Endurance Wealth Management
Rhode Island
$4.21M
AssetMark Inc
181
AssetMark Inc
California
$4.16M +$302K +2,257 +8%
CPA
182
Clear Perspective Advisors
Illinois
$4.14M +$458K +3,417 +13%
WT
183
Whittier Trust
California
$4.14M +$138K +1,032 +3%
Nomura Asset Management
184
Nomura Asset Management
Japan
$4.07M
JAFL
185
Jay A. Fishman Ltd
Michigan
$4.06M +$919K +6,860 +30%
AA
186
Advisory Alpha
Michigan
$4M +$1.26M +9,436 +46%
RCM
187
Riverhead Capital Management
Delaware
$3.92M
CA
188
Cambridge Advisors
Nebraska
$3.84M
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$3.82M +$78.5K +586 +2%
AFP
190
Ausdal Financial Partners
Iowa
$3.82M -$4.29M -32,039 -53%
SAM
191
Sentinel Asset Management
Vermont
$3.72M +$3.68M +27,460 New
B
192
BancorpSouth
Mississippi
$3.72M +$195K +1,453 +6%
BFG
193
Barber Financial Group
Kansas
$3.69M +$11.9K +89 +0.3%
Millennium Management
194
Millennium Management
New York
$3.67M +$3.63M +27,091 New
SC
195
Savant Capital
Illinois
$3.67M +$24.3K +181 +0.7%
BC
196
Brinker Capital
Pennsylvania
$3.63M -$171K -1,276 -5%
NL
197
NWAM LLC
Washington
$3.59M +$1.38M +10,302 +64%
GT
198
Glenview Trust
Kentucky
$3.57M +$188K +1,403 +6%
NA
199
Neuburgh Advisers
California
$3.55M
CIM
200
Cambria Investment Management
California
$3.54M +$185K +1,377 +6%

VB Hedge Fund Activity: Q2 2017 in Review

680 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2017, worth a combined $9.6B — up 4.9% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VB positions and 34 closed out — a net gain of 21 holders — while 322 added to existing stakes and 171 trimmed.

The largest buyer was Acorns Advisers, adding an estimated $122M. The largest seller was Wellington Management Group, cutting an estimated $153M.

  • 680 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2017, up from 668 in Q1 2017.
  • Funds reported $9.6B of Vanguard Small-Cap ETF stock for Q2 2017, up 4.9% quarter-over-quarter.
  • 55 funds opened new Vanguard Small-Cap ETF positions in Q2 2017 and 34 closed out, a net change of +21 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2017 was Acorns Advisers, an estimated $122M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2017 was Wellington Management Group, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2017.