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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
SF
1026
SBK Financial
Virginia
$680K -$114K -543 -15%
LNWTC
1027
Laird Norton Wetherby Trust Company
Washington
$678K
MIG
1028
McGuire Investment Group
Rhode Island
$675K +$66.3K +315 +11%
GSWM
1029
Golden State Wealth Management
California
$674K +$24.8K +118 +4%
AFG
1030
Allegheny Financial Group
Pennsylvania
$673K -$14.5K -69 -2%
BFC
1031
Bedel Financial Consulting
Indiana
$672K +$1.68K +8 +0.3%
GG
1032
Gofen & Glossberg
Illinois
$667K -$20.2K -96 -3%
TH
1033
TCTC Holdings
Texas
$664K
FWM
1034
Fingerlakes Wealth Management
New York
$664K +$7.16K +34 +1%
CCA
1035
Cobblestone Capital Advisors
New York
$663K +$50.5K +240 +8%
MPW
1036
Melone Private Wealth
Michigan
$659K -$21.9K -104 -3%
ACA
1037
Aptus Capital Advisors
Alabama
$657K -$10.7K -51 -2%
AMCA
1038
Arthur M. Cohen & Associates
Illinois
$652K +$47.4K +225 +8%
CIAS
1039
Capital Investment Advisory Services
North Carolina
$648K -$368K -1,749 -36%
AGP
1040
Autumn Glory Partners
Texas
$644K -$226K -1,075 -26%
SWM
1041
SFG Wealth Management
Maryland
$644K +$2.1K +10 +0.3%
B
1042
Brightworth
Georgia
$641K +$635K +3,018 New
JSL
1043
JT Stratford LLC
Georgia
$639K -$42.7K -203 -6%
TC
1044
Trilogy Capital
California
$637K -$37.9K -180 -6%
TNB
1045
Thomasville National Bank
Georgia
$637K -$2.53K -12 -0.4%
FA
1046
Fermata Advisors
California
$633K +$18.9K +90 +3%
MCG
1047
McCollum Christoferson Group
New York
$632K -$75.8K -360 -11%
NG
1048
Northstar Group
New York
$630K +$2.1K +10 +0.3%
3LCM
1049
3D/L Capital Management
Connecticut
$629K +$81.5K +387 +15%
VNB
1050
Virginia National Bank
Virginia
$628K +$622K +2,956 New

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.