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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
SC
801
SouthState Corp
Florida
$1.37M -$21.1K -100 -2%
Wealth Enhancement Advisory Services
802
Wealth Enhancement Advisory Services
Minnesota
$1.37M -$39.4K -187 -3%
LC
803
Lindbrook Capital
California
$1.36M +$649K +3,082 +93%
VFP
804
Verus Financial Partners
Virginia
$1.36M +$12.4K +59 +0.9%
DP
805
Denver PWM
Colorado
$1.34M +$27.2K +129 +2%
WWM
806
Western Wealth Management
Colorado
$1.34M +$418K +1,984 +46%
CSPAM
807
Cary Street Partners Asset Management
Virginia
$1.33M -$40.4K -192 -3%
TWA
808
TCI Wealth Advisors
Arizona
$1.33M +$1.05K +5 +0.1%
SWM
809
Silverlake Wealth Management
Vermont
$1.33M -$612K -2,908 -32%
RVPG
810
Relative Value Partners Group
$1.32M -$7.7M -36,564 -85%
1WM
811
1900 Wealth Management
Texas
$1.32M -$201K -954 -13%
PIA
812
Pinion Investment Advisors
Kansas
$1.31M -$32.2K -153 -2%
CCM
813
Covington Capital Management
California
$1.31M -$168K -798 -11%
DI
814
Disciplined Investments
Oklahoma
$1.31M +$603K +2,866 +87%
KSWA
815
Kathleen S. Wright Associates
Pennsylvania
$1.3M +$501K +2,380 +63%
GM
816
GeoWealth Management
Illinois
$1.3M +$1.29M +6,118 New
FRA
817
Frank Rimerman Advisors
California
$1.3M +$82.7K +393 +7%
MG
818
Mather Group
Illinois
$1.3M -$44.2K -210 -3%
WCF
819
West Coast Financial
California
$1.29M -$228K -1,081 -15%
AMM
820
American Money Management
California
$1.29M -$5.26K -25 -0.4%
CWM
821
Cabot Wealth Management
Massachusetts
$1.29M
JAG
822
Journey Advisory Group
Kentucky
$1.27M -$6.32K -30 -0.5%
STB
823
S&T Bank
Pennsylvania
$1.27M
MAS
824
Madden Advisory Services
Florida
$1.27M +$18.3K +87 +1%
LPP
825
Life Planning Partners
Florida
$1.27M +$187K +890 +18%

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.