We are live on ! Find out more
VB icon

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
AA
1276
Argent Advisors
Louisiana
$308K
BMWM
1277
Brown Miller Wealth Management
Virginia
$306K +$632 +3 +0.2%
WW
1278
Waterfront Wealth
Kansas
$306K +$15.4K +73 +5%
APP
1279
Avantax Planning Partners
Iowa
$305K -$31.6K -150 -9%
CAM
1280
Crestone Asset Management
Colorado
$305K
GT
1281
Greenleaf Trust
Michigan
$303K +$300K +1,425 New
ZIM
1282
Zacks Investment Management
Illinois
$303K +$300K +1,425 New
OFP
1283
OLIO Financial Planning
Virginia
$302K +$64.8K +308 +28%
KFS
1284
Kelly Financial Services
Massachusetts
$302K -$21.5K -102 -7%
CC
1285
Callan Capital
California
$301K +$298K +1,417 New
FCB
1286
First Command Bank
Texas
$300K
FCFS
1287
First Command Financial Services
Texas
$300K
EWM
1288
Elmwood Wealth Management
California
$299K
ONB
1289
Old National Bancorp
Indiana
$298K +$84.8K +403 +40%
SFP
1290
Shepherd Financial Partners
Massachusetts
$297K
BIAS
1291
Beacon Investment Advisory Services
New Jersey
$297K +$60.6K +288 +26%
CA
1292
Cornerstone Advisory
Maryland
$297K +$86.1K +409 +41%
FCA
1293
FinTrust Capital Advisors
South Carolina
$295K
PCTC
1294
Perkins Coie Trust Company
Washington
$293K
SXL
1295
Summit X LLC
Missouri
$293K
CNB
1296
Camden National Bank
Maine
$292K -$5.05K -24 -2%
RCM
1297
Raleigh Capital Management
North Carolina
$292K +$290K +1,376 New
RF
1298
Resolute Financial
Massachusetts
$291K -$194K -921 -40%
HS
1299
Horan Securities
United States
$290K +$29.1K +138 +11%
CMP
1300
Courage Miller Partners
Virginia
$286K +$41K +195 +17%

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.