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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
NWM
726
Nauset Wealth Management
Connecticut
$1.77M +$340K +1,616 +24%
PG
727
Proffitt & Goodson
Tennessee
$1.76M +$226K +1,074 +15%
STA
728
Summit Trail Advisors
New York
$1.75M +$1.45M +6,869 +497%
PWM
729
Perigon Wealth Management
California
$1.75M +$548K +2,604 +46%
RTS
730
Round Table Services
New Jersey
$1.75M +$863K +4,101 +100%
MCWS
731
McKinley Carter Wealth Services
West Virginia
$1.75M -$90.5K -430 -5%
PFG
732
PAX Financial Group
Texas
$1.74M -$92.4K -439 -5%
SC
733
Schoolcraft Capital
Colorado
$1.73M -$72.4K -344 -4%
IA
734
IFG Advisory
Georgia
$1.73M +$1.37M +6,499 +395%
FNBOO
735
First National Bank of Omaha
Nebraska
$1.73M +$15.6K +74 +0.9%
EAM
736
Evanson Asset Management
California
$1.73M +$65.5K +311 +4%
WEG
737
World Equity Group
Illinois
$1.72M +$1.71M +8,112 New
TFM
738
TFC Financial Management
Massachusetts
$1.72M +$46.5K +221 +3%
EA
739
Eclectic Associates
California
$1.72M +$72K +342 +4%
IC
740
IEQ Capital
California
$1.71M +$307K +1,460 +22%
PD
741
Planning Directions
Pennsylvania
$1.7M -$106K -502 -6%
NEPWA
742
New England Private Wealth Advisors
Massachusetts
$1.7M -$494K -2,349 -23%
WP
743
Wealthspan Partners
Iowa
$1.7M -$19.8K -94 -1%
NEGWA
744
New England Guild Wealth Advisors
Connecticut
$1.7M -$350K -1,664 -17%
RPCONE
745
Retirement Planning Company of New England
Rhode Island
$1.69M +$4.84K +23 +0.3%
CTA
746
Colonial Trust Advisors
South Carolina
$1.69M +$290K +1,378 +21%
ACM
747
Azimuth Capital Management
Michigan
$1.69M
RHBC
748
R.H. Bluestein & Co
Michigan
$1.68M +$565K +2,685 +52%
SAM
749
Sawgrass Asset Management
Florida
$1.68M +$1.66M +7,880 New
VC
750
Veery Capital
Delaware
$1.67M -$15.4K -73 -0.9%

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.