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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
AWS
101
Atria Wealth Solutions
New York
$27.5M +$27.3M +129,514 New
KBFS
102
Kohmann Bosshard Financial Services
Ohio
$27.4M -$2.49M -11,844 -8%
US Bancorp
103
US Bancorp
Minnesota
$27.2M +$562K +2,671 +2%
MWM
104
MBE Wealth Management
Wisconsin
$27M -$381K -1,809 -1%
PIMG
105
Patriot Investment Management Group
Tennessee
$26.6M +$777K +3,692 +3%
PWMAG
106
Pinnacle Wealth Management Advisory Group
New Jersey
$26.6M +$2.9M +13,770 +12%
HIF
107
Hill Island Financial
Michigan
$26.6M +$246K +1,169 +0.9%
CCA
108
Column Capital Advisors
Indiana
$26.1M -$1.35M -6,391 -2%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M -$190M -902,783 -88%
WIC
110
Whitegate Investment Counselors
New Hampshire
$26M +$178K +846 +0.7%
CL
111
Choreo LLC
Illinois
$25.8M -$811K -3,854 -3%
RC
112
Randolph Company
Ohio
$25.6M +$3.16K +15 +0%
BOH
113
Bank of Hawaii
Hawaii
$25.4M -$168K -796 -0.7%
BAM
114
Barrett Asset Management
New York
$25.3M -$174K -826 -0.7%
EWA
115
EP Wealth Advisors
California
$24.7M -$255K -1,210 -1%
FSWA
116
Financial Synergies Wealth Advisors
Texas
$24.7M -$959K -4,556 -4%
BBA
117
BLB&B Advisors
Pennsylvania
$24.6M -$244K -1,158 -1%
CWM
118
Connecticut Wealth Management
Connecticut
$24.5M +$761K +3,617 +3%
PPA
119
Parametric Portfolio Associates
Washington
$24.3M -$4.99M -23,721 -17%
CFFP
120
Center for Financial Planning
Michigan
$24.2M +$1.37M +6,485 +6%
WF
121
Whelan Financial
California
$24M +$1.88M +8,909 +9%
CI
122
CX Institutional
Indiana
$23.9M +$4.29M +20,396 +22%
NW
123
NewEdge Wealth
Pennsylvania
$23.7M -$617K -2,930 -3%
CA
124
Clearstead Advisors
Ohio
$23.6M +$4.61M +21,903 +25%
EVM
125
Eaton Vance Management
Massachusetts
$23.3M -$2.16M -10,281 -9%

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.