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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
FNFDCM
376
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.98M +$43.2K +205 +0.7%
BRWA
377
B. Riley Wealth Advisors
Florida
$5.95M -$3.03M -14,374 -34%
VC
378
Vicus Capital
Pennsylvania
$5.89M +$92.2K +438 +2%
PCA
379
Peddock Capital Advisors
Massachusetts
$5.82M +$109K +517 +2%
RIM
380
Reynolds Investment Management
South Carolina
$5.81M +$5.75M +27,338 New
JWCA
381
J.W. Cole Advisors
Florida
$5.79M -$289K -1,374 -5%
EA
382
Evolution Advisers
Virginia
$5.78M +$344K +1,636 +6%
AIS
383
American Investment Services
Massachusetts
$5.75M -$109K -520 -2%
Deutsche Bank
384
Deutsche Bank
Germany
$5.74M -$1.04M -4,964 -16%
RJT
385
Raymond James Trust
Florida
$5.72M +$242K +1,149 +4%
AFP
386
Ausdal Financial Partners
Iowa
$5.7M +$2.16M +10,278 +62%
NAS
387
Nicolet Advisory Services
Wisconsin
$5.67M +$1.02M +4,843 +21%
FF
388
Financial Futures
New Jersey
$5.64M +$604K +2,869 +12%
BRWM
389
B. Riley Wealth Management
Tennessee
$5.64M +$541K +2,568 +11%
TLFA
390
True Link Financial Advisors
California
$5.64M +$3.37M +16,010 +152%
MFS
391
McNamara Financial Services
Massachusetts
$5.63M +$493K +2,344 +10%
FMC
392
First Merchants Corp
Indiana
$5.61M -$5.89K -28 -0.1%
PP
393
PDS Planning
Ohio
$5.6M +$892K +4,238 +19%
HIM
394
Hanlon Investment Management
New Jersey
$5.59M -$190K -904 -3%
CTA
395
Chesley Taft & Associates
Illinois
$5.57M +$146K +695 +3%
LFP
396
Leeward Financial Partners
Washington
$5.55M -$68.6K -326 -1%
EFSCE
397
Enterprise Financial Services Corp (EFSC)
Missouri
$5.54M -$28.4K -135 -0.5%
SC
398
Sepio Capital
Utah
$5.54M -$1.87M -8,869 -25%
RCAG
399
Rehmann Capital Advisory Group
Michigan
$5.48M -$1.28M -6,057 -19%
APA
400
American Portfolios Advisors
New York
$5.48M +$183K +870 +3%

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.