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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
RCA
401
Riverview Capital Advisers
Massachusetts
$5.45M +$959K +4,555 +22%
GHAM
402
Gilman Hill Asset Management
Connecticut
$5.41M -$219K -1,042 -4%
PPP
403
Private Portfolio Partners
New Jersey
$5.41M +$632 +3 +0%
SC
404
Steph & Co
Wisconsin
$5.4M +$116K +553 +2%
MSFS
405
Main Street Financial Solutions
Pennsylvania
$5.4M +$24.4K +116 +0.5%
FPAS
406
Focus Partners Advisor Solutions
Missouri
$5.39M +$5.33M +25,334 New
First Manhattan
407
First Manhattan
New York
$5.38M +$251K +1,190 +5%
BP
408
BBR Partners
New York
$5.34M +$2.35M +11,150 +80%
CWS
409
Cypress Wealth Services
California
$5.21M -$119K -564 -2%
CAM
410
Cozad Asset Management
Illinois
$5.18M -$19.2K -91 -0.4%
SCA
411
Snowden Capital Advisors
New York
$5.17M -$897K -4,261 -15%
WCA
412
Waypoint Capital Advisors
Minnesota
$5.15M +$8.42K +40 +0.2%
JE
413
JMAC Enterprises
Pennsylvania
$5.14M -$13.9K -66 -0.3%
EFS
414
Essex Financial Services
Connecticut
$5.13M +$1.37M +6,513 +37%
MWM
415
Madison Wealth Management
Ohio
$5.11M +$453K +2,151 +10%
IFA
416
Index Fund Advisors
California
$5.01M -$102K -485 -2%
5SA
417
5th Street Advisors
Connecticut
$4.94M +$30.5K +145 +0.6%
AO
418
Advisor OS
Illinois
$4.92M -$7.15M -33,945 -59%
WB
419
Webster Bank
Connecticut
$4.87M -$1.55M -7,345 -24%
SHWM
420
Smith & Howard Wealth Management
Georgia
$4.83M +$962K +4,569 +25%
UWM
421
USAdvisors Wealth Management
Minnesota
$4.8M -$366K -1,737 -7%
FC
422
Forte Capital
New York
$4.76M
LI
423
Latigo Investments
Florida
$4.76M
NEAM
424
New England Asset Management
Connecticut
$4.72M
APC
425
Aspire Private Capital
North Carolina
$4.7M +$219K +1,042 +5%

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.