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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
AGA
276
Arkos Global Advisors
Texas
$8.72M +$1.37M +6,512 +19%
AAS
277
Ameritas Advisory Services
Nebraska
$8.71M +$901K +4,282 +12%
APC
278
Asset Planning Corporation
Tennessee
$8.71M +$203K +964 +2%
CFGF
279
Compass Financial Group (Florida)
Florida
$8.67M +$33.5K +159 +0.4%
Financial Engines Advisors
280
Financial Engines Advisors
California
$8.65M +$4.95M +23,534 +137%
CG
281
Caprock Group
Idaho
$8.63M +$221K +1,049 +3%
MNG
282
Manning & Napier Group
New York
$8.63M
GWM
283
GoalFusion Wealth Management
Texas
$8.62M +$845K +4,016 +11%
KCM
284
Kathmere Capital Management
Pennsylvania
$8.41M -$2.95M -14,007 -26%
KA
285
Kearns & Associates
California
$8.38M -$84.8K -403 -1%
FNC
286
First National Corp
Massachusetts
$8.36M +$645K +3,063 +8%
OBWG
287
Onyx Bridge Wealth Group
New York
$8.34M +$4.69M +22,279 +111%
IWC
288
Integrated Wealth Concepts
Massachusetts
$8.34M +$585K +2,778 +8%
CFS
289
CRA Financial Services
New Jersey
$8.24M +$30.9K +147 +0.4%
DY
290
Dowling & Yahnke
California
$8.21M +$105K +500 +1%
CCM
291
Condor Capital Management
New Jersey
$8.18M +$141K +669 +2%
VBWMG
292
Von Berge Wealth Management Group
California
$8.16M +$285K +1,353 +4%
WMG
293
WESCAP Management Group
California
$8.12M +$44.2K +210 +0.6%
CWA
294
Clarity Wealth Advisors
California
$8.1M +$398K +1,889 +5%
G
295
GenTrust
Florida
$8.06M +$92.2K +438 +1%
SPIA
296
Steward Partners Investment Advisory
New York
$8.04M -$9.37M -44,488 -54%
BP
297
Ballentine Partners
Massachusetts
$8.03M
BCA
298
Bray Capital Advisors
Florida
$8M -$114K -540 -1%
N
299
Nuveen
North Carolina
$7.98M -$4.32M -20,500 -35%
W
300
WealthOne
New York
$7.97M -$136K -644 -2%

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.