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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
PAI
76
Pittenger & Anderson Inc
Nebraska
$41.5M +$2.42M +11,509 +6%
EH
77
Equitable Holdings
New York
$40.9M +$4.91M +23,307 +14%
AT
78
American Trust
Kentucky
$39.9M +$1.03M +4,900 +3%
TFS
79
TrustCore Financial Services
Tennessee
$39.5M +$13.7M +65,071 +54%
AAS
80
Avantax Advisory Services
Texas
$39.3M +$3.07M +14,569 +9%
JFGLC
81
Johnson Financial Group LLC (Colorado)
Colorado
$39.2M +$2.98M +14,136 +8%
UCFA
82
United Capital Financial Advisors
Texas
$39.1M +$158K +750 +0.4%
AAM
83
Autus Asset Management
Arizona
$38.4M -$13.4M -63,724 -26%
GC
84
Garde Capital
Washington
$37.9M -$1.56M -7,410 -4%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$37.6M -$3.48M -16,508 -9%
CFG
86
Citizens Financial Group
Rhode Island
$37.3M +$841K +3,996 +2%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$36.8M -$1.28M -6,065 -3%
TTWM
88
TCV Trust & Wealth Management
Virginia
$36.2M +$220K +1,043 +0.6%
EIG
89
Ellenbecker Investment Group
Wisconsin
$35.8M +$1.69M +8,009 +5%
MMA
90
Miracle Mile Advisors
California
$35M +$1.56M +7,391 +5%
AFAS
91
Acorn Financial Advisory Services
Virginia
$34.2M +$6.08M +28,897 +22%
HIMC
92
Heritage Investors Management Corp
Maryland
$33.9M +$632 +3 +0%
MG
93
MilWealth Group
Wisconsin
$32.6M +$844K +4,010 +3%
Legacy Financial Group (Iowa)
94
Legacy Financial Group (Iowa)
Iowa
$31.5M +$6.36M +30,206 +26%
DOA
95
D'Orazio & Associates
Virginia
$31.3M +$339K +1,611 +1%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$31.3M +$21.2M +100,936 +219%
AA
97
Aufman Associates
Pennsylvania
$30.4M +$369K +1,755 +1%
VWA
98
Visionary Wealth Advisors
Illinois
$28.2M +$10M +47,713 +56%
EI
99
Ellevest Inc
New York
$28.1M +$23.1M +109,837 +526%
PWLP
100
Prio Wealth Limited Partnership
Massachusetts
$27.6M +$34.9K +166 +0.1%

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.