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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
CSWM
651
Cassady Schiller Wealth Management
Ohio
$2.21M +$44.6K +212 +2%
CFO
652
Collective Family Office
Pennsylvania
$2.2M -$285K -1,353 -12%
GLA
653
Great Lakes Advisors
Illinois
$2.2M +$65.9K +313 +3%
FAIM
654
Financial Advocates Investment Management
Washington
$2.2M +$216K +1,026 +11%
ZB
655
Zions Bancorporation
Utah
$2.2M +$1.4M +6,631 +178%
RCM
656
Radnor Capital Management
Pennsylvania
$2.19M -$1.47K -7 -0.1%
JFA
657
JNBA Financial Advisors
Minnesota
$2.18M -$598K -2,840 -22%
RI
658
Ridgewood Investments
New Jersey
$2.17M +$73.3K +348 +4%
SIS
659
SVB Investment Services
Utah
$2.17M +$753K +3,579 +54%
CWM
660
Cahill Wealth Management
Michigan
$2.15M +$2.13M +10,130 New
LWM
661
Liberty Wealth Management
California
$2.14M +$2.14M +10,165 New
HPWM
662
Highland Private Wealth Management
Washington
$2.13M -$48.4K -230 -2%
MFIMFI
663
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.12M
RWA
664
Ropes Wealth Advisors
Massachusetts
$2.12M +$26.5K +126 +1%
SFA
665
Semmax Financial Advisors
North Carolina
$2.11M -$201K -955 -9%
HMS
666
Hanseatic Management Services
New Mexico
$2.11M -$2.02M -9,619 -49%
BHWM
667
Beaird Harris Wealth Management
Texas
$2.11M -$217K -1,032 -9%
MCA
668
Maryland Capital Advisors
Maryland
$2.09M -$68.6K -326 -3%
HCMT
669
Highland Capital Management (Tennessee)
Tennessee
$2.09M +$276K +1,310 +15%
BJL
670
Brighton Jones LLC
Washington
$2.09M -$20.4K -97 -1%
FA
671
FDx Advisors
Illinois
$2.07M -$69.7K -331 -3%
SSB
672
Sandy Spring Bank
Maryland
$2.06M +$332K +1,576 +19%
PWA
673
Peterson Wealth Advisors
Utah
$2.05M -$26.9K -128 -1%
CFA
674
Cahill Financial Advisors
Minnesota
$2.02M +$71.4K +339 +4%
KTM
675
Keeler Thomas Management
Utah
$2.01M -$307K -1,459 -13%

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.