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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
MCM
301
Manchester Capital Management
Vermont
$7.94M +$200K +952 +3%
Brown Advisory
302
Brown Advisory
Maryland
$7.86M -$1.08M -5,144 -12%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.84M +$851K +4,043 +12%
LNC
304
Lincoln National Corp
Pennsylvania
$7.84M +$502K +2,386 +7%
WFPG
305
Waller Financial Planning Group
Ohio
$7.8M +$752K +3,571 +11%
GWM
306
GDS Wealth Management
Texas
$7.79M +$295K +1,401 +4%
MCM
307
MAI Capital Management
Ohio
$7.78M +$91.2K +433 +1%
AA
308
Atmos Advisory
Pennsylvania
$7.77M +$702K +3,334 +10%
SCA
309
Sandy Cove Advisors
Massachusetts
$7.77M +$922K +4,380 +14%
GA
310
Greytown Advisors
Florida
$7.71M -$285K -1,355 -4%
William Blair & Company
311
William Blair & Company
Illinois
$7.7M +$602K +2,860 +9%
CCM
312
Chilton Capital Management
Texas
$7.66M +$452K +2,147 +6%
PCMC
313
Private Capital Management (Colorado)
Colorado
$7.64M -$336K -1,596 -4%
SCA
314
STALEY CAPITAL ADVISERS
Pennsylvania
$7.64M +$1.61M +7,647 +27%
BWA
315
BlueSky Wealth Advisors
North Carolina
$7.57M +$840K +3,991 +13%
BWM
316
Benchmark Wealth Management
Connecticut
$7.56M +$237K +1,125 +3%
BMD
317
Better Money Decisions
New Mexico
$7.55M +$1.19M +5,632 +19%
VVP
318
Venture Visionary Partners
Ohio
$7.52M +$607K +2,882 +9%
H
319
HoyleCohen
California
$7.51M +$904K +4,296 +14%
RPC
320
Rossmore Private Capital
Connecticut
$7.5M +$66.5K +316 +0.9%
NIM
321
Northeast Investment Management
Massachusetts
$7.48M +$246K +1,168 +3%
APIM
322
Agate Pass Investment Management
Washington
$7.46M -$849K -4,031 -10%
AF
323
Allworth Financial
California
$7.44M +$782K +3,714 +12%
SCP
324
Shorepoint Capital Partners
Massachusetts
$7.43M +$1.32M +6,264 +22%
BDF
325
Black Diamond Financial
Maryland
$7.37M +$14.7K +70 +0.2%

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.