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
IWM
676
IHT Wealth Management
Illinois
$2.01M -$101K -480 -5%
TFO
677
Tarbox Family Office
California
$2.01M -$89.3K -424 -4%
SAF
678
Smith Anglin Financial
Texas
$2.01M +$3.79K +18 +0.2%
DCM
679
Dimension Capital Management
Florida
$2M -$349K -1,659 -15%
MAM
680
McLean Asset Management
Virginia
$1.99M +$42.1K +200 +2%
NFG
681
Nations Financial Group
Iowa
$1.98M +$372K +1,769 +23%
WAP
682
Wealthcare Advisory Partners
Pennsylvania
$1.98M -$469K -2,227 -19%
T
683
TCWP
Ohio
$1.96M -$2.03M -9,637 -51%
RIG
684
Roosevelt Investment Group
New York
$1.96M -$1.64M -7,802 -46%
WI
685
Wintrust Investments
Illinois
$1.96M -$26.1K -124 -1%
SFWC
686
Strategic Family Wealth Counselors
New Jersey
$1.96M +$172K +819 +10%
H6H
687
Hightower 6M Holding
Kansas
$1.96M +$1.94M +9,214 New
CM
688
Columbus Macro
Pennsylvania
$1.95M
CA
689
Claro Advisors
Massachusetts
$1.95M
WP
690
WealthSource Partners
California
$1.94M +$183K +868 +10%
DWP
691
Destiny Wealth Partners
Florida
$1.94M
SWM
692
Spire Wealth Management
Virginia
$1.93M -$370K -1,759 -16%
BHIC
693
Bassett Hargrove Investment Counsel
Delaware
$1.93M -$156K -739 -8%
CFA
694
CWS Financial Advisors
Michigan
$1.93M +$274K +1,300 +17%
GAM
695
Grandview Asset Management
Pennsylvania
$1.93M -$31.8K -151 -2%
ACI
696
Alpha Cubed Investments
California
$1.92M -$463K -2,198 -20%
CA
697
CoreCap Advisors
Michigan
$1.92M +$308K +1,463 +19%
B
698
Bailard
California
$1.92M -$21.3K -101 -1%
PFG
699
Pinnacle Financial Group
Illinois
$1.91M -$47.6K -226 -2%
IAN
700
Integrated Advisors Network
Texas
$1.9M -$134K -637 -7%

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.