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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
ERWM
1076
Elk River Wealth Management
Colorado
$559K
BWM
1077
Birchcreek Wealth Management
Ohio
$557K +$56.6K +269 +11%
CCG
1078
Cypress Capital Group
Florida
$555K -$458K -2,175 -45%
BS
1079
Boenning & Scattergood
Pennsylvania
$554K -$1.57M -7,469 -74%
BMCM
1080
Bryn Mawr Capital Management
Pennsylvania
$554K -$15.4K -73 -3%
VPIM
1081
Vanguard Personalized Indexing Management
California
$551K -$205K -975 -27%
MGWM
1082
Marks Group Wealth Management
Minnesota
$548K +$542K +2,577 New
WG
1083
Welch Group
Alabama
$546K -$66.5K -316 -11%
RWMH
1084
Riverpoint Wealth Management Holdings
Illinois
$546K +$84.6K +402 +19%
SWA
1085
Sax Wealth Advisors
New Jersey
$543K -$196K -932 -27%
MFW
1086
Meristem Family Wealth
Minnesota
$542K -$85.3K -405 -14%
CCA
1087
Conservest Capital Advisors
Pennsylvania
$542K +$842 +4 +0.2%
FPCG
1088
Forum Private Client Group
Indiana
$542K +$537K +2,550 New
GD
1089
Grandfield & Dodd
New York
$540K +$82.1K +390 +18%
SPWM
1090
Schrum Private Wealth Management
Florida
$539K +$19.2K +91 +3%
JEST
1091
JTC Employer Solutions Trustee
Jersey
$537K
CAG
1092
Csenge Advisory Group
Florida
$537K +$532K +2,525 New
FC
1093
Family CFO
California
$536K
GP
1094
Girard Partners
Pennsylvania
$528K +$5.05K +24 +1%
BBHC
1095
Brown Brothers Harriman & Co
New York
$525K -$73.3K -348 -12%
HHRDM
1096
H&H Retirement Design & Management
Nevada
$524K -$243K -1,156 -31%
WSFS
1097
Wilmington Savings Fund Society
Delaware
$523K -$203K -963 -28%
AC
1098
Avestar Capital
New York
$522K +$105K +500 +26%
PL
1099
Plancorp LLC
Missouri
$517K -$1.26K -6 -0.2%
MWM
1100
Maripau Wealth Management
Indiana
$517K +$9.26K +44 +2%

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.