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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
Prudential Financial
551
Prudential Financial
New Jersey
$3.01M +$422K +2,006 +17%
GCA
552
Gradient Capital Advisors
California
$3M +$137K +650 +5%
BKA
553
Brick & Kyle Associates
Pennsylvania
$3M -$3.05M -14,467 -51%
GPWA
554
Great Point Wealth Advisors
Massachusetts
$3M
IA
555
IFG Advisors
Missouri
$3M +$17.3K +82 +0.6%
ONSWM
556
Old North State Wealth Management
North Carolina
$2.99M +$6.95K +33 +0.2%
CWC
557
Carolinas Wealth Consulting
North Carolina
$2.97M -$7.16K -34 -0.2%
CWM
558
Cornerstone Wealth Management
Missouri
$2.96M -$6.53K -31 -0.2%
CSPIA
559
Cary Street Partners Investment Advisory
Virginia
$2.95M +$966K +4,589 +49%
GCP
560
Gill Capital Partners
Colorado
$2.95M +$60.6K +288 +2%
WP
561
WealthPLAN Partners
Nebraska
$2.94M +$56.2K +267 +2%
WIM
562
WealthPlan Investment Management
Nebraska
$2.94M +$3.18M +15,088 New
WF
563
Welch & Forbes
Massachusetts
$2.94M
MAG
564
Mokosak Advisory Group
Iowa
$2.91M +$80K +380 +3%
AWA
565
Aaron Wealth Advisors
Illinois
$2.9M +$129M +612,689 +13,710%
VWA
566
V Wealth Advisors
Kansas
$2.9M -$744K -3,536 -21%
Franklin Resources
567
Franklin Resources
California
$2.9M +$22.3K +106 +0.8%
RBC
568
Roble Belko & Company
Pennsylvania
$2.88M +$531K +2,523 +23%
CWM
569
Cranbrook Wealth Management
Michigan
$2.88M -$211 -1 -0%
MOS
570
MGO One Seven
Ohio
$2.87M -$391K -1,857 -12%
LIG
571
Lokken Investment Group
Delaware
$2.87M -$350K -1,664 -10%
SCM
572
SOL Capital Management
Maryland
$2.84M +$67.8K +322 +2%
FA
573
Forefront Analytics
Pennsylvania
$2.84M +$7.16K +34 +0.3%
HCM
574
HM Capital Management
Missouri
$2.84M +$25.1K +119 +0.9%
CHA
575
Carmichael Hill & Associates
Maryland
$2.83M +$285K +1,354 +11%

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.