We are live on ! Find out more
VB icon

Vanguard Small-Cap ETF

1,103 hedge funds and large institutions have $15.5B invested in Vanguard Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 438 increasing their positions, 401 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 61

77% more call options, than puts

Call options by funds: $7.21M | Put options by funds: $4.07M

25% more capital invested

Capital invested by funds: $12.4B → $15.5B (+$3.1B)

18% more funds holding in top 10

Funds holding in top 10: 88104 (+16)

5% more funds holding

Funds holding: 1,0461,103 (+57)

9% more repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 401

2.12% less ownership

Funds ownership: 59.74%57.62% (-2.1%)

Holders
1,103
Holders Change
+57
Holders Change %
+5.45%
% of All Funds
22.62%
Holding in Top 10
104
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+18.18%
% of All Funds
2.13%
New
124
Increased
438
Reduced
401
Closed
61
Calls
$7.21M
Puts
$4.07M
Net Calls
+$3.14M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$6.68M +$1.9M +14,160 +45%
TRCT
202
Tower Research Capital (TRC)
New York
$6.66M +$5.23M +38,980 +581%
AC
203
Alexandria Capital
Virginia
$6.64M -$96.4K -718 -2%
TWA
204
Tillar-Wenstrup Advisors
Ohio
$6.63M +$2.93M +21,791 +92%
TCM
205
TD Capital Management
Tennessee
$6.61M -$34.1K -254 -0.6%
FFG
206
Fullen Financial Group
Ohio
$6.55M +$6.04M +44,978 New
GT
207
Glenview Trust
Kentucky
$6.51M +$442K +3,288 +8%
CB
208
Commerce Bank
Missouri
$6.43M +$3.3M +24,611 +126%
W
209
WealthOne
New York
$6.38M -$390K -2,906 -6%
TNB
210
TCF National Bank
South Dakota
$6.37M -$798K -5,942 -13%
APG
211
Abacus Planning Group
South Carolina
$6.36M +$4.53M +33,704 +339%
EWM
212
Empirical Wealth Management
Washington
$6.33M -$3.32M -24,727 -36%
EA
213
Elm Advisors
California
$6.23M -$83.9K -625 -1%
Lazard Asset Management
214
Lazard Asset Management
New York
$6.19M +$5.18M +38,577 +990%
PFA
215
Pure Financial Advisors
California
$6.11M +$498K +3,706 +10%
PWM
216
Praetorian Wealth Management
California
$6.05M +$5.58M +41,550 New
CB
217
Cadence Bank
Mississippi
$6.05M +$465K +3,463 +9%
CFS
218
CRA Financial Services
New Jersey
$6.01M -$405K -3,015 -7%
WFA
219
Wellspring Financial Advisors
Ohio
$5.91M -$2.7M -20,075 -33%
CFGF
220
Compass Financial Group (Florida)
Florida
$5.89M +$5.43M +40,446 New
BWA
221
BlueSky Wealth Advisors
North Carolina
$5.85M +$1.37M +10,194 +34%
FMWA
222
Forvis Mazars Wealth Advisors
Missouri
$5.83M +$4.52M +33,678 +529%
MGIA
223
Moneta Group Investment Advisors
Missouri
$5.78M +$38.5K +287 +0.7%
BCA
224
Bray Capital Advisors
Florida
$5.75M -$276K -2,055 -5%
BP
225
Ballentine Partners
Massachusetts
$5.73M -$260K -1,933 -5%

VB Hedge Fund Activity: Q2 2020 in Review

1,103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2020, worth a combined $15.5B — up 25% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new VB positions and 61 closed out — a net gain of 63 holders — while 438 added to existing stakes and 401 trimmed.

The largest buyer was SignatureFD, adding an estimated $82.9M. The largest seller was Jones Financial Companies, cutting an estimated $233M.

  • 1,103 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2020, up from 1,046 in Q1 2020.
  • Funds reported $15.5B of Vanguard Small-Cap ETF stock for Q2 2020, up 25% quarter-over-quarter.
  • 124 funds opened new Vanguard Small-Cap ETF positions in Q2 2020 and 61 closed out, a net change of +63 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q2 2020 was SignatureFD, an estimated $82.9M added.
  • The largest Vanguard Small-Cap ETF seller in Q2 2020 was Jones Financial Companies, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2020.