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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
MWM
201
Merriman Wealth Management
Washington
$4.84M +$4.71M +31,693 New
MIAN
202
Mariner Independent Advisor Network
Kansas
$4.8M +$385K +2,589 +9%
RCM
203
Riverhead Capital Management
Delaware
$4.8M +$318K +2,140 +7%
CW
204
CreativeOne Wealth
Kansas
$4.75M +$445K +2,994 +11%
MNG
205
Manning & Napier Group
New York
$4.68M
CTA
206
Chesley Taft & Associates
Illinois
$4.63M +$18.6K +125 +0.4%
WFPG
207
Waller Financial Planning Group
Ohio
$4.62M -$295K -1,982 -6%
CA
208
Cambridge Advisors
Nebraska
$4.61M
ECG
209
Edge Capital Group
Georgia
$4.6M -$331K -2,224 -7%
N
210
Nuveen
North Carolina
$4.58M
PWP
211
Principle Wealth Partners
Connecticut
$4.56M +$228K +1,535 +5%
FAIM
212
Financial Advocates Investment Management
Washington
$4.52M -$880K -5,922 -17%
LFA
213
Landmark Financial Advisors
Kentucky
$4.51M -$110K -741 -2%
OC
214
Oppenheimer & Co
New York
$4.5M +$1.18M +7,961 +37%
EI
215
Ellevest Inc
New York
$4.5M +$4.06M +27,300 +120%
SC
216
Schoolcraft Capital
Colorado
$4.45M +$4.33M +29,143 New
AGA
217
Arkos Global Advisors
Texas
$4.43M -$248K -1,669 -5%
DY
218
Dowling & Yahnke
California
$4.42M +$4.31M +28,960 New
NAS
219
Nicolet Advisory Services
Wisconsin
$4.39M +$4.28M +28,760 New
JIC
220
Joel Isaacson & Co
New York
$4.35M +$32.6K +219 +0.8%
NA
221
Neuburgh Advisers
California
$4.33M +$278K +1,872 +7%
CWM
222
Connecticut Wealth Management
Connecticut
$4.31M -$1.07M -7,220 -20%
AWM
223
Aries Wealth Management
Maine
$4.29M -$24.2K -163 -0.6%
VFA
224
Voya Financial Advisors
Connecticut
$4.26M -$409K -2,754 -9%
EWM
225
Endurance Wealth Management
Rhode Island
$4.24M

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.