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
SFM
1351
Signet Financial Management
New Jersey
$241K -$67.8K -322 -22%
BWM
1352
BCGM Wealth Management
Indiana
$241K +$6.11K +29 +2%
TVAMP
1353
Tennessee Valley Asset Management Partners
Tennessee
$241K +$14.9K +71 +7%
JPG
1354
Jordan Park Group
California
$240K
JFGIW
1355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K
B
1356
Bensler
Washington
$239K +$237K +1,124 New
CS
1357
Credit Suisse
Switzerland
$238K -$115K -544 -33%
PC
1358
Pecaut & Co
Iowa
$238K +$167K +794 +244%
BCMLT
1359
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K +$235K +1,118 New
HT
1360
Heritage Trust
Oklahoma
$235K
CAM
1361
Congress Asset Management
Massachusetts
$234K
GC
1362
GFG Capital
Florida
$234K +$232K +1,102 New
LA
1363
LVW Advisors
New York
$233K +$231K +1,098 New
CTB
1364
Country Trust Bank
Illinois
$232K -$325K -1,542 -59%
NAG
1365
Northstar Advisory Group
New Jersey
$232K -$4K -19 -2%
AWA
1366
Aletheian Wealth Advisors
Washington
$230K -$59.4K -282 -21%
RWRC
1367
R.W. Roge & Company
New York
$230K
PL
1368
Parthenon LLC
Kentucky
$229K
IFWM
1369
Institute for Wealth Management
Colorado
$228K -$8.42K -40 -4%
GKWIM
1370
Gerber Kawasaki Wealth & Investment Management
California
$227K +$18.1K +86 +9%
CF
1371
Corrigan Financial
Rhode Island
$227K +$421 +2 +0.2%
FSG
1372
Financial Strategies Group
Michigan
$225K +$223K +1,060 New
EI
1373
Ethic Inc
New York
$225K +$223K +1,061 New
WSWA
1374
Warren Street Wealth Advisors
California
$224K +$21.9K +104 +11%
GWSG
1375
GPS Wealth Strategies Group
Colorado
$223K +$632 +3 +0.3%

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.