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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
MA
476
Mutual Advisors
Nebraska
$3.93M +$1.1M +5,237 +40%
CP
477
Camelot Portfolios
Ohio
$3.92M -$1.93M -9,169 -33%
ACP
478
Aveo Capital Partners
Colorado
$3.9M -$66.3K -315 -2%
OIA
479
OneDigital Investment Advisors
Kansas
$3.9M +$323K +1,535 +9%
WLIM
480
White Lighthouse Investment Management
Massachusetts
$3.9M -$340K -1,613 -8%
CA
481
Cetera Advisors
Colorado
$3.89M +$420K +1,996 +12%
PG
482
Prostatis Group
Maryland
$3.89M +$3.85M +18,312 New
BC
483
Burleson & Co
California
$3.88M +$761K +3,616 +25%
SFG
484
Sovereign Financial Group
Connecticut
$3.88M +$2.85M +13,550 +288%
WA
485
Wealth Alliance
New York
$3.87M -$117K -555 -3%
AG
486
Ascent Group
Virginia
$3.87M +$1.6M +7,597 +72%
TWM
487
TriaGen Wealth Management
California
$3.86M +$418K +1,985 +12%
BSSFA
488
Baron Silver Stevens Financial Advisors
Florida
$3.86M +$1M +4,756 +35%
PA
489
Procyon Advisors
Connecticut
$3.85M +$90.9K +432 +2%
CCA
490
Checchi Capital Advisers
California
$3.84M +$1.21M +5,727 +46%
RFA
491
Radnor Financial Advisors
Pennsylvania
$3.84M +$2.34M +11,130 +161%
RFO
492
RiverGlades Family Offices
Florida
$3.81M +$40K +190 +1%
PBF
493
Petix & Botte Financial
California
$3.8M +$1.76M +8,364 +88%
LFA
494
Landmark Financial Advisors
Kentucky
$3.77M -$80K -380 -2%
JFG
495
JMG Financial Group
Illinois
$3.75M +$171K +813 +5%
LWA
496
LWS Wealth Advisors
New Jersey
$3.75M +$95.4K +453 +3%
CFGS
497
Concourse Financial Group Securities
Alabama
$3.71M -$2.44M -11,598 -40%
TDWM
498
Topel & Distasi Wealth Management
California
$3.69M +$33.5K +159 +0.9%
CWMU
499
Caliber Wealth Management (Utah)
Utah
$3.64M +$761K +3,617 +27%
MA
500
MAS Advisors
Florida
$3.64M +$182K +863 +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.