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
HL
426
HeadInvest LLC
Maine
$4.69M +$44.6K +212 +1%
SWP
427
Summit Wealth Partners
Florida
$4.68M +$85K +404 +2%
MWA
428
Martel Wealth Advisors
Washington
$4.63M +$346K +1,645 +8%
ANTB
429
AMG National Trust Bank
Colorado
$4.62M +$79.8K +379 +2%
EWM
430
Evermay Wealth Management
Virginia
$4.62M +$3.94M +18,728 +627%
PCG
431
Private Capital Group
Connecticut
$4.57M +$21.3K +101 +0.5%
AMBIA
432
Allen Mooney & Barnes Investment Advisors
Georgia
$4.56M +$4.52M +21,472 New
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$4.53M +$9.26K +44 +0.2%
OCM
434
One Capital Management
California
$4.51M -$82.3K -391 -2%
SB
435
Strategic Blueprint
Georgia
$4.51M +$82.7K +393 +2%
GBT
436
Grove Bank & Trust
Florida
$4.5M +$368K +1,749 +9%
CAMG
437
CWA Asset Management Group
Florida
$4.46M +$112K +534 +3%
TA
438
Tectonic Advisors
Texas
$4.46M +$232K +1,101 +6%
WPW
439
Waldron Private Wealth
Pennsylvania
$4.42M +$23.8K +113 +0.5%
EWA
440
Encompass Wealth Advisors
Oregon
$4.42M +$682K +3,239 +18%
CF
441
Centaurus Financial
California
$4.38M +$2.26M +10,727 +109%
UB
442
UMB Bank
Missouri
$4.36M -$191K -909 -4%
CAC
443
Certified Advisory Corp
Florida
$4.34M -$62.1K -295 -1%
PA
444
Parkside Advisors
California
$4.33M -$152K -724 -3%
PSUF
445
People's United Financial
Connecticut
$4.32M -$5.46M -25,921 -56%
NFP
446
Narus Financial Partners
Utah
$4.32M +$4.28M +20,315 New
EWA
447
Exencial Wealth Advisors
Oklahoma
$4.31M +$21.5K +102 +0.5%
TWA
448
Tillar-Wenstrup Advisors
Ohio
$4.3M -$3.75M -17,816 -47%
SAM
449
S.A. Mason
Michigan
$4.29M +$72K +342 +2%
TYCC
450
Texas Yale Capital Corp
Florida
$4.28M +$21.5K +102 +0.5%

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.