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
BMO
1301
Beck Mack & Oliver
New York
$285K -$21.1K -100 -7%
GWM
1302
GSB Wealth Management
Connecticut
$283K +$211 +1 +0.1%
VAS
1303
Vestmark Advisory Solutions
Massachusetts
$282K
NWM
1304
NEIRG Wealth Management
Massachusetts
$282K +$280K +1,328 New
OC
1305
Oakworth Capital
Alabama
$281K
CAL
1306
Capital Analysts LLC
Pennsylvania
$281K +$14.7K +70 +6%
AP
1307
Adero Partners
California
$281K +$278K +1,321 New
MCP
1308
Mirador Capital Partners
California
$280K -$146K -694 -35%
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$279K -$10.5K -50 -4%
LAM
1310
LifePro Asset Management
California
$279K +$29.5K +140 +12%
TC
1311
Truvestments Capital
Florida
$276K +$38.9K +185 +17%
WFG
1312
Wills Financial Group
Virginia
$275K -$29.1K -138 -10%
BB
1313
Busey Bank
Illinois
$275K +$30.9K +147 +13%
PFG
1314
Pacific Financial Group
Washington
$273K -$421 -2 -0.2%
MFWM
1315
Motley Fool Wealth Management
Virginia
$272K -$24K -114 -8%
GEA
1316
Glen Eagle Advisors
New Jersey
$272K +$211 +1 +0.1%
CAM
1317
Covenant Asset Management
New Jersey
$271K -$3.37K -16 -1%
D
1318
Diversified
Delaware
$271K
PCG
1319
Prosperity Consulting Group
Maryland
$270K -$25.1K -119 -9%
NAM
1320
NTV Asset Management
West Virginia
$267K
PJSIMP
1321
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K -$50.5K -240 -15%
OC
1322
Oarsman Capital
Wisconsin
$265K
TFGT
1323
TS Financial Group (TSFG)
Illinois
$263K -$10.3K -49 -4%
ST
1324
Spinnaker Trust
Maine
$263K
FNWM
1325
Financial Network Wealth Management
Utah
$262K +$1.47K +7 +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.