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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
WP
851
WMS Partners
Maryland
$1.18M +$1.17M +5,546 New
WFAG
852
Wescott Financial Advisory Group
Pennsylvania
$1.18M +$1.17M +5,545 New
BFG
853
Berger Financial Group
Minnesota
$1.17M -$104K -496 -8%
KIA
854
KCM Investment Advisors
California
$1.17M +$140K +666 +14%
IAG
855
Investment Advisory Group
Massachusetts
$1.17M
FC
856
Ferris Capital
Massachusetts
$1.17M
FI
857
Financial Insights
Washington
$1.16M +$9.26K +44 +0.8%
WTB
858
Washington Trust Bank
Washington
$1.16M -$11.2K -53 -1%
Neuberger Berman Group
859
Neuberger Berman Group
New York
$1.16M +$39.8K +189 +4%
4FG
860
4Thought Financial Group
New York
$1.16M +$1.12M +5,329 +4,716%
CPP
861
Capasso Planning Partners
South Carolina
$1.15M -$41K -195 -3%
GIM
862
Goelzer Investment Management
Indiana
$1.15M
MWP
863
Meridian Wealth Partners
Pennsylvania
$1.14M +$28.4K +135 +3%
CFD
864
Creative Financial Designs
Indiana
$1.14M +$37.9K +180 +3%
HKIMG
865
Hutchens & Kramer Investment Management Group
Indiana
$1.14M +$6.53K +31 +0.6%
SCA
866
Stillwater Capital Advisors
Pennsylvania
$1.14M -$14.7K -70 -1%
GSWM
867
Greenup Street Wealth Management
Michigan
$1.13M +$358K +1,702 +47%
PA
868
Probity Advisors
Texas
$1.1M
PMG
869
ProVise Management Group
Florida
$1.1M -$88.4K -420 -8%
WFA
870
Websterrogers Financial Advisors
South Carolina
$1.09M -$50.1K -238 -4%
OFS
871
Orrstown Financial Services
Pennsylvania
$1.09M -$1.17M -5,568 -52%
RW
872
REDW Wealth
New Mexico
$1.08M -$59.8K -284 -5%
BFIM
873
Beese Fulmer Investment Management
Ohio
$1.08M -$15.8K -75 -1%
SSW
874
Stone Summit Wealth
Florida
$1.08M +$166K +788 +19%
BWM
875
Baystate Wealth Management
Massachusetts
$1.08M +$605K +2,876 +131%

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.