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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
CWM
1176
CCG Wealth Management
California
$411K +$407K +1,933 New
PP
1177
Patron Partners
Texas
$410K -$14.3K -68 -3%
HF
1178
HRT Financial
New York
$409K +$406K +1,928 New
CT
1179
Cambridge Trust
Massachusetts
$405K -$214K -1,015 -35%
TFA
1180
Triad Financial Advisors
North Carolina
$404K -$2.1K -10 -0.5%
MW
1181
MBL Wealth
North Carolina
$404K +$400K +1,900 New
WIM
1182
Westside Investment Management
California
$404K -$5.47K -26 -0.3%
HC
1183
HNP Capital
New York
$402K -$32K -152 -7%
GLA
1184
Good Life Advisors
Pennsylvania
$400K -$1.47K -7 -0.4%
VCM
1185
Vision Capital Management
Oregon
$399K
Fisher Asset Management
1186
Fisher Asset Management
Washington
$398K -$27.4K -130 -6%
GAM
1187
Griffin Asset Management
New York
$397K +$33K +157 +9%
LBC
1188
Lowe Brockenbrough & Co
Virginia
$397K +$192K +910 +95%
MIC
1189
Meridian Investment Counsel
California
$396K
PFBT
1190
Parkside Financial Bank & Trust
Missouri
$396K +$146K +693 +59%
PTC
1191
Philadelphia Trust Company
Pennsylvania
$394K
AWM
1192
Aprio Wealth Management
Georgia
$392K -$24.8K -118 -6%
FWTB
1193
First Western Trust Bank
Colorado
$391K +$382K +1,815 New
CWM
1194
Congress Wealth Management
Massachusetts
$389K -$185K -877 -32%
FTC
1195
Farmers Trust Company
Ohio
$389K
ACM
1196
Advance Capital Management
Michigan
$387K -$15.8K -75 -4%
CPFP
1197
Clear Perspectives Financial Planning
Ohio
$384K -$27.2K -129 -7%
PCIA
1198
Prime Capital Investment Advisors
Kansas
$384K
SC
1199
Searle & Co
Connecticut
$383K +$105K +500 +38%
IWA
1200
Inspirion Wealth Advisors
Illinois
$382K +$2.1K +10 +0.6%

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.