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
HFAS
626
Hummer Financial Advisory Services
Illinois
$2.38M +$32.2K +153 +1%
BRM
627
Boston Research & Management
Massachusetts
$2.38M -$109K -520 -4%
SFA
628
Sequoia Financial Advisors
Ohio
$2.35M +$710K +3,374 +44%
OCM
629
Objective Capital Management
Ohio
$2.35M +$16K +76 +0.7%
SWA
630
Stratos Wealth Advisors
Ohio
$2.34M +$933K +4,430 +67%
DC
631
Davenport & Co
Virginia
$2.33M +$38.1K +181 +2%
SGCA
632
Steel Grove Capital Advisors
Tennessee
$2.33M +$867K +4,119 +60%
SW
633
SkyOak Wealth
Michigan
$2.32M +$462K +2,197 +25%
TIM
634
Tortoise Investment Management
New York
$2.32M +$22.5K +107 +1%
SPIO
635
Seven Post Investment Office
California
$2.31M
DFA
636
DHK Financial Advisors
New Hampshire
$2.31M +$2.53K +12 +0.1%
TWP
637
Transparent Wealth Partners
Arkansas
$2.31M +$2.29M +10,885 New
MFG
638
Magnus Financial Group
New York
$2.31M +$1.23M +5,825 +116%
WIA
639
World Investment Advisors
California
$2.31M +$14.3K +68 +0.6%
AWM
640
Apollon Wealth Management
South Carolina
$2.29M -$74.7K -355 -3%
LHEI
641
Leo H. Evart Inc
California
$2.29M -$43.6K -207 -2%
WF
642
Warner Financial
Maryland
$2.29M +$449K +2,135 +25%
EGWAG
643
Elwood & Goetz Wealth Advisory Group
Georgia
$2.28M +$48.8K +232 +2%
VCP
644
Verus Capital Partners
Arizona
$2.28M +$2.45M +11,643 New
WCM
645
Windham Capital Management
Massachusetts
$2.28M
RWP
646
Revolve Wealth Partners
New Jersey
$2.25M +$45.7K +217 +2%
MA
647
MONECO Advisors
Connecticut
$2.23M -$78.3K -372 -3%
BCM
648
BTC Capital Management
Iowa
$2.23M
VCM
649
Vivaldi Capital Management
Illinois
$2.22M -$73.9K -351 -3%
BAMG
650
Brand Asset Management Group
Missouri
$2.21M +$211K +1,001 +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.