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Vanguard Small-Cap ETF

1,597 hedge funds and large institutions have $27.9B invested in Vanguard Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 730 increasing their positions, 524 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 730 | Existing positions reduced: 524

16% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $12.7M

7% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 101

0.43% less ownership

Funds ownership: 59.73%59.3% (-0.43%)

1% less funds holding

Funds holding: 1,6121,597 (-15)

6% less capital invested

Capital invested by funds: $29.6B → $27.9B (-$1.68B)

8% less funds holding in top 10

Funds holding in top 10: 185170 (-15)

Holders
1,597
Holders Change
-15
Holders Change %
-0.93%
% of All Funds
25.19%
Holding in Top 10
170
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-8.11%
% of All Funds
2.68%
New
108
Increased
730
Reduced
524
Closed
101
Calls
$14.8M
Puts
$12.7M
Net Calls
+$2.1M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$11.4M +$3.95M +18,763 +53%
AIM
227
Acropolis Investment Management
Missouri
$11.4M +$1.73M +8,231 +18%
AA
228
ALPS Advisors
Colorado
$11.3M +$497K +2,360 +5%
WFM
229
Wolff Financial Management
Michigan
$11.2M +$179K +851 +2%
RWI
230
Red Wave Investments
Pennsylvania
$11.2M -$42.3K -201 -0.4%
WFA
231
West Financial Advisors
Iowa
$11.1M -$368K -1,750 -3%
WA
232
Wealth Architects
California
$11M +$1.4M +6,629 +15%
MFA
233
McClarren Financial Advisors
Pennsylvania
$11M +$421 +2 +0%
EPM
234
Elm Partners Management
Pennsylvania
$10.7M -$4.14M -19,684 -28%
UFA
235
US Financial Advisors
Massachusetts
$10.6M +$696K +3,308 +7%
ECG
236
Edge Capital Group
Georgia
$10.5M +$3.04M +14,456 +41%
DC
237
DeDora Capital
California
$10.4M +$10.3M +49,148 New
WIC
238
Woodmont Investment Counsel
Tennessee
$10.1M +$1.88M +8,918 +23%
WTA
239
Washington Trust Advisors
Massachusetts
$10.1M +$609K +2,893 +7%
MPW
240
Monterey Private Wealth
California
$10M -$18.5K -88 -0.2%
GRP
241
Global Retirement Partners
California
$9.99M +$11.4M +54,067 New
AllianceBernstein
242
AllianceBernstein
Tennessee
$9.92M -$25.1M -119,448 -72%
IHWM
243
Iron Horse Wealth Management
Iowa
$9.8M +$951K +4,517 +11%
GT
244
Glenview Trust
Kentucky
$9.73M +$21.9K +104 +0.2%
MWC
245
MBM Wealth Consultants
Missouri
$9.7M +$890K +4,229 +10%
AWA
246
Arkadios Wealth Advisors
Georgia
$9.67M +$330K +1,566 +4%
SW
247
SVB Wealth
Massachusetts
$9.5M -$278K -1,322 -3%
TWP
248
Tower Wealth Partners
Pennsylvania
$9.45M +$155K +738 +2%
PWM
249
Praetorian Wealth Management
California
$9.45M +$76.6K +364 +0.8%
AMG
250
Asset Management Group
Connecticut
$9.39M +$51.2K +243 +0.6%

VB Hedge Fund Activity: Q1 2022 in Review

1,597 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q1 2022, worth a combined $27.9B — down 5.7% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new VB positions and 101 closed out — a net gain of 7 holders — while 730 added to existing stakes and 524 trimmed.

The largest buyer was Bank of America, adding an estimated $199M. The largest seller was Churchill Management, exiting entirely with an estimated $211M sold.

  • 1,597 institutional investors held Vanguard Small-Cap ETF (VB) as of Q1 2022, down from 1,612 in Q4 2021.
  • Funds reported $27.9B of Vanguard Small-Cap ETF stock for Q1 2022, down 5.7% quarter-over-quarter.
  • 108 funds opened new Vanguard Small-Cap ETF positions in Q1 2022 and 101 closed out, a net change of +7 holders.
  • The largest Vanguard Small-Cap ETF buyer in Q1 2022 was Bank of America, an estimated $199M added.
  • The largest Vanguard Small-Cap ETF seller in Q1 2022 was Churchill Management, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2022.