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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
AF
1251
Alerus Financial
North Dakota
$325K -$211 -1 -0.1%
AIA
1252
Acute Investment Advisory
Arizona
$324K -$2.09M -9,940 -87%
MA
1253
MBA Advisors
Pennsylvania
$323K -$32.4K -154 -9%
RMCM
1254
Reynders McVeigh Capital Management
Massachusetts
$320K -$53.7K -255 -14%
MWM
1255
MorganRosel Wealth Management
Colorado
$319K +$316K +1,500 New
B
1256
Bridgeworth
Alabama
$318K -$91.6K -435 -23%
GC
1257
Gilbert & Cook
Iowa
$318K
CL
1258
COWA LLC
Oklahoma
$317K -$58.9K -280 -16%
SWM
1259
Southern Wealth Management
Texas
$317K -$26.5K -126 -8%
MPCL
1260
My Personal CFO LLC
Washington
$317K +$421 +2 +0.1%
Chevy Chase Trust
1261
Chevy Chase Trust
Maryland
$316K -$503K -2,388 -62%
PWM
1262
PBMares Wealth Management
Virginia
$316K +$44K +209 +16%
CC
1263
Cannell & Co
New York
$316K +$69.3K +329 +28%
PCS
1264
Personal CFO Solutions
New Jersey
$315K +$56.2K +267 +22%
WPWM
1265
Windward Private Wealth Management
Kansas
$315K +$312K +1,481 New
WA
1266
Wambolt & Associates
Colorado
$313K -$14.5K -69 -5%
TVWM
1267
Tower View Wealth Management
Wisconsin
$312K +$137K +652 +80%
NAMM
1268
NorthStar Asset Management (Massachusetts)
Massachusetts
$311K
RWP
1269
RWA Wealth Partners
Massachusetts
$311K -$14.3K -68 -4%
IF
1270
Ironwood Financial
Arizona
$310K -$7.37K -35 -2%
MFG
1271
MidWestOne Financial Group
Iowa
$309K
RPSA
1272
Richard P. Slaughter Associates
Texas
$309K
WA
1273
WealthTrust Axiom
Pennsylvania
$309K +$14.7K +70 +5%
LW
1274
Linscomb Wealth
Texas
$309K +$50.1K +238 +20%
WA
1275
WP Advisors
California
$308K -$23.8K -113 -7%

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.