We are live on ! Find out more
VB icon

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
TCWA
351
Ten Capital Wealth Advisors
Washington
$6.69M +$2.02M +9,606 +44%
OGC
352
Oak Grove Capital
New Hampshire
$6.55M -$211K -1,000 -3%
EWM
353
Evercore Wealth Management
New York
$6.52M
SIA
354
Strategic Investment Advisors
Michigan
$6.44M +$2.19M +10,421 +52%
FFA
355
Fi3 Financial Advisors
Indiana
$6.42M +$800K +3,800 +14%
ML
356
McAdam LLC
Pennsylvania
$6.36M +$672K +3,193 +12%
CFP
357
Curran Financial Partners
South Carolina
$6.31M +$570K +2,706 +10%
OFS
358
Oldfather Financial Services
Nebraska
$6.26M +$230K +1,091 +4%
NL
359
NWAM LLC
Washington
$6.26M -$238K -1,132 -4%
CA
360
CSM Advisors
Pennsylvania
$6.26M +$5.88M +27,939 +1,863%
SHGA
361
Sand Hill Global Advisors
California
$6.21M -$264K -1,252 -4%
CA
362
Cambridge Advisors
Nebraska
$6.2M +$84.2K +400 +1%
BHWM
363
Bay Harbor Wealth Management
Maryland
$6.16M +$3.16K +15 +0.1%
EWM
364
Echo Wealth Management
Minnesota
$6.15M +$620K +2,944 +11%
SF
365
Summit Financial
New Jersey
$6.13M +$697K +3,313 +13%
ATPW
366
Ashton Thomas Private Wealth
Arizona
$6.12M +$993K +4,716 +20%
MWM
367
MY Wealth Management
Maryland
$6.09M +$2.94M +13,949 +95%
SB
368
Simmons Bank
Arkansas
$6.08M -$1.84M -8,744 -23%
FPB
369
First PREMIER Bank
South Dakota
$6.07M +$612K +2,908 +11%
RIM
370
Rockbridge Investment Management
New York
$6.06M -$5.17M -24,541 -46%
PWP
371
Principle Wealth Partners
Connecticut
$6.05M +$828K +3,931 +16%
FCH
372
Freestone Capital Holdings
Washington
$6.02M -$1.27M -6,050 -18%
ASN
373
Advisory Services Network
Georgia
$6M +$598K +2,840 +11%
CAG
374
Crestwood Advisors Group
Massachusetts
$6M -$141K -670 -2%
AWM
375
Abound Wealth Management
Tennessee
$5.98M +$1.39M +6,615 +31%

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.