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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
PCA
1126
Pallas Capital Advisors
Massachusetts
$488K -$288K -1,368 -37%
PB
1127
Pinnacle Bancorp
Nebraska
$488K +$89.7K +426 +23%
MA
1128
MJP Associates
Connecticut
$487K -$81.5K -387 -14%
FCT
1129
First Community Trust
Iowa
$486K -$911K -4,329 -65%
WDG
1130
Wealth Dimensions Group
Ohio
$482K
AP
1131
Americana Partners
Texas
$480K +$476K +2,263 New
ML
1132
Mayport LLC
Massachusetts
$479K
VWM
1133
Vigilare Wealth Management
Arizona
$479K +$7.37K +35 +2%
RWM
1134
Ritholtz Wealth Management
New York
$474K -$74.3K -353 -14%
CAL
1135
Capital Advisors Ltd
Ohio
$473K
PWM
1136
Penobscot Wealth Management
Maine
$471K +$16K +76 +4%
MAM
1137
McCarthy Asset Management
California
$470K +$4.42K +21 +1%
HIGP
1138
Hill Investment Group Partners
Missouri
$469K +$4.63K +22 +1%
VFPW
1139
Vantage Financial Partners (Wisconsin)
Wisconsin
$467K +$842 +4 +0.2%
AP
1140
Appleton Partners
Massachusetts
$466K
FFM
1141
Forum Financial Management
Illinois
$465K -$26.7K -127 -5%
BWM
1142
BCS Wealth Management
Tennessee
$464K +$182K +864 +65%
PWP
1143
Personal Wealth Partners
Minnesota
$457K
FWIA
1144
Fort Washington Investment Advisors
Ohio
$455K +$9.05K +43 +2%
AT
1145
Arden Trust
Delaware
$453K
VNA
1146
Valley National Advisers
Pennsylvania
$453K +$211 +1 +0%
KFSC
1147
Keystone Financial Services (Colorado)
Colorado
$447K
CDIA
1148
Capital Directions Investment Advisors
Georgia
$446K -$88K -418 -17%
CAG
1149
Compass Advisory Group
New York
$445K +$1.26K +6 +0.3%
EP
1150
Eudaimonia Partners
Tennessee
$445K +$441K +2,095 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.