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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
WTFG
1151
Wells Trecaso Financial Group
Ohio
$442K +$246K +1,170 +129%
LSPW
1152
Lake Street Private Wealth
Illinois
$439K
DI
1153
DAGCO Inc
Ohio
$438K +$35.4K +168 +9%
FFC
1154
First Financial Corp
Indiana
$438K +$258K +1,224 +146%
TCWM
1155
Total Clarity Wealth Management
Illinois
$430K -$577K -2,739 -58%
LA
1156
Latitude Advisors
Florida
$430K +$142K +675 +50%
NF
1157
Nikulski Financial
Iowa
$429K -$7.37K -35 -2%
COCM
1158
Charter Oak Capital Management
New Hampshire
$429K +$70.1K +333 +20%
TWM
1159
Tolleson Wealth Management
Texas
$427K +$52.6K +250 +14%
FA
1160
FC Advisory
Pennsylvania
$426K +$64K +304 +18%
Nomura Asset Management
1161
Nomura Asset Management
Japan
$425K -$147K -700 -26%
TNA
1162
True North Advisors
Texas
$425K
AWC
1163
Adamsbrown Wealth Consultants
Kansas
$425K +$24.4K +116 +6%
AWM
1164
AllSquare Wealth Management
New York
$424K -$39.6K -188 -9%
TFA
1165
TPG Financial Advisors
Oregon
$423K -$19.8K -94 -5%
NPF
1166
Norris Perne & French
Michigan
$423K
BW
1167
Bison Wealth
Georgia
$422K -$124K -591 -23%
IA
1168
Insight Advisors
Pennsylvania
$419K +$1.05K +5 +0.3%
FANJ
1169
Financial Architects (New Jersey)
New Jersey
$418K -$34.3K -163 -8%
T
1170
TRUADVICE
Florida
$418K +$50.9K +242 +13%
KW
1171
KWB Wealth
California
$416K
HCA
1172
Heck Capital Advisors
Wisconsin
$415K +$421 +2 +0.1%
HT
1173
HighTower Trust
Texas
$415K
OBGC
1174
O'Brien Greene & Co
Pennsylvania
$412K -$7.37K -35 -2%
HGWM
1175
Horst & Graben Wealth Management
Oregon
$411K -$2.1K -10 -0.5%

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.