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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
IC
1001
Intersect Capital
California
$740K -$14.7K -70 -2%
SWP
1002
Strategic Wealth Partners
Ohio
$740K -$8.84K -42 -1%
SWM
1003
SeaCrest Wealth Management
New York
$739K -$122K -581 -14%
MWP
1004
MYCIO Wealth Partners
Pennsylvania
$738K +$663K +3,149 +972%
TWP
1005
Total Wealth Planning
Ohio
$729K +$722K +3,432 New
HIA
1006
Harbor Investment Advisory
Maryland
$728K +$54.5K +259 +8%
CGPCS
1007
Capital Group Private Client Services
California
$720K -$37K -176 -5%
ECM
1008
Exchange Capital Management
Michigan
$716K
SWM
1009
Stockman Wealth Management
Montana
$716K
SDWMA
1010
Schneider Downs Wealth Management Advisors
Pennsylvania
$715K
FPTW
1011
Franklin, Parlapiano, Turner & Welch
Texas
$711K
RGF
1012
Retirement Guys Formula
Ohio
$708K -$466K -2,215 -40%
BCM
1013
Barden Capital Management
Texas
$708K
CFAM
1014
Center For Asset Management
Florida
$707K -$21.1K -100 -3%
PCM
1015
Pennsylvania Capital Management
Pennsylvania
$704K -$20K -95 -3%
SIA
1016
Soltis Investment Advisors
Utah
$704K +$48.2K +229 +7%
CFO
1017
CVA Family Office
Colorado
$703K
SAM
1018
SignalPoint Asset Management
Missouri
$703K +$45.5K +216 +7%
OIA
1019
Optimum Investment Advisors
Illinois
$697K
BSWA
1020
Bromfield Sneider Wealth Advisors
Massachusetts
$696K +$14.5K +69 +2%
UBV
1021
United Bank (Virginia)
Virginia
$695K -$76.8K -365 -10%
RWM
1022
Rockwood Wealth Management
Pennsylvania
$693K +$687K +3,263 New
SEIA
1023
Signature Estate & Investment Advisors
California
$688K -$26.5K -126 -4%
BA
1024
Bridgewater Advisors
New York
$686K +$2.74K +13 +0.4%
DI
1025
DFPG Investments
Utah
$684K

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.