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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
CB
1376
Community Bank
New York
$221K
MAA
1377
Matrix Asset Advisors
New York
$221K
GSC
1378
Ground Swell Capital
South Carolina
$221K +$219K +1,038 New
HIG
1379
Heritage Investment Group
Florida
$220K +$7.16K +34 +3%
PTP
1380
Platform Technology Partners
New York
$220K +$22.5K +107 +12%
GW
1381
GW & Wade
Massachusetts
$219K -$919K -4,367 -81%
MIM
1382
Moseley Investment Management
Florida
$219K
FG
1383
Foster Group
Iowa
$218K +$13.9K +66 +7%
ULWM
1384
Upper Left Wealth Management
Florida
$216K +$212K +1,006 New
ICG
1385
InterOcean Capital Group
Tennessee
$216K +$214K +1,016 New
SG
1386
Stonnington Group
California
$214K
BDF
1387
Balasa Dinverno & Foltz
$214K +$212K +1,007 New
RIL
1388
Rothschild Investment LLC
Illinois
$213K
SDAM
1389
Shulman DeMeo Asset Management
New York
$213K
CRC
1390
Curi RMB Capital
Illinois
$213K +$3.58K +17 +2%
HA
1391
HYA Advisors
Missouri
$213K +$211K +1,000 New
WAM
1392
WealthTrust Asset Management
Florida
$212K -$69.9K -332 -25%
MA
1393
MCF Advisors
Kentucky
$212K +$210K +996 New
DHFB
1394
Dixon Hubard Feinour & Brown
Virginia
$211K
SAM
1395
Synergy Asset Management
Washington
$211K +$2.74K +13 +1%
RCS
1396
Retirement Capital Strategies
California
$210K
CFAM
1397
Coury Firm Asset Management
Pennsylvania
$210K +$421 +2 +0.2%
Barclays
1398
Barclays
United Kingdom
$210K +$41.9K +199 +25%
DFA
1399
DHJJ Financial Advisors
Illinois
$209K +$205K +973 New
OPCM
1400
Osborne Partners Capital Management
California
$208K -$55.4K -263 -21%

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.