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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
KPWG
576
KFA Private Wealth Group
Virginia
$2.83M +$27.4K +130 +1%
WFA
577
Wade Financial Advisory
California
$2.83M +$362K +1,719 +15%
MIS
578
Morningstar Investment Services
Illinois
$2.83M +$1.36M +6,457 +98%
RIA
579
Regal Investment Advisors
Michigan
$2.81M +$37.3K +177 +1%
DWM
580
Dakota Wealth Management
Florida
$2.8M +$160K +759 +6%
CIA
581
Compass Ion Advisors
Pennsylvania
$2.78M +$121K +574 +5%
TFS
582
Thoroughbred Financial Services
Tennessee
$2.78M +$696K +3,308 +34%
FNT
583
First National Trust
Pennsylvania
$2.77M -$7.37K -35 -0.3%
DWT
584
Dorsey & Whitney Trust
South Dakota
$2.77M +$340K +1,617 +14%
CL
585
CPWM LLC
Washington
$2.76M -$295K -1,402 -10%
ECA
586
Elevated Capital Advisors
Utah
$2.76M +$2.73M +12,966 New
AL
587
Aspiriant LLC
California
$2.75M -$284K -1,351 -9%
WB
588
WesBanco Bank
West Virginia
$2.75M +$1.52M +7,210 +126%
ACM
589
AlphaStar Capital Management
North Carolina
$2.75M +$55.6K +264 +2%
SEI Investments
590
SEI Investments
Pennsylvania
$2.73M +$49K +233 +2%
SWA
591
Strategies Wealth Advisors
Michigan
$2.72M +$690K +3,278 +34%
WB
592
West Bancorporation
Iowa
$2.71M +$502K +2,386 +23%
FA
593
Flagstar Advisors
New York
$2.7M +$646K +3,067 +32%
IP
594
Investment Partners
Ohio
$2.69M -$261K -1,239 -9%
RC
595
Roundview Capital
New Jersey
$2.69M +$218K +1,037 +9%
EDRH
596
Edmond de Rothschild Holding
Switzerland
$2.66M
CBFP
597
Cedar Brook Financial Partners
Ohio
$2.62M +$152K +723 +6%
MWM
598
Meridian Wealth Management
Kentucky
$2.62M +$19.2K +91 +0.7%
HTC
599
Haverford Trust Company
Pennsylvania
$2.6M -$211 -1 -0%
CCFM
600
Clear Creek Financial Management
Washington
$2.59M -$96.8K -460 -4%

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.