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
DB
1401
Dravo Bay
Delaware
$207K -$842 -4 -0.4%
CT
1402
Caldwell Trust
Florida
$206K +$108K +511 +111%
AA
1403
Advisory Alpha
Michigan
$206K -$149K -706 -42%
CCM
1404
Crossvault Capital Management
Texas
$206K -$24.2K -115 -11%
NCG
1405
Newport Capital Group
New Jersey
$206K -$421 -2 -0.2%
BMM
1406
Buffington Mohr McNeal
Idaho
$206K
PFPT
1407
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K -$149K -708 -42%
IIC
1408
Ironwood Investment Counsel
Arizona
$205K -$22.9K -109 -10%
WA
1409
WESPAC Advisors
California
$202K -$200K -950 -50%
PIA
1410
Perennial Investment Advisors
California
$202K +$201K +953 New
DAC
1411
Dividend Assets Capital
South Carolina
$201K
V
1412
VeraBank
Texas
$201K
ICP
1413
Interchange Capital Partners
Pennsylvania
$200K +$1.05K +5 +0.5%
GTAM
1414
Global Trust Asset Management
Florida
$198K -$264K -1,256 -57%
TF
1415
TimeScale Financial
Massachusetts
$192K -$6.74K -32 -3%
PIM
1416
Provident Investment Management
Michigan
$191K
WAS
1417
Winch Advisory Services
Wisconsin
$190K -$49.3K -234 -21%
HR
1418
Howe & Rusling
New York
$182K -$14.9K -71 -8%
SAM
1419
Strategic Asset Management
Minnesota
$182K +$5.89K +28 +3%
TSWM
1420
Tyler-Stone Wealth Management
Ohio
$177K
VI
1421
Vestcor Inc
New Brunswick, Canada
$177K
JWA
1422
JFS Wealth Advisors
Pennsylvania
$161K -$6.32K -30 -4%
NSB
1423
Norway Savings Bank
Maine
$161K
WL
1424
WIT LLC
District of Columbia
$158K -$157M -744,278 -100%
WT
1425
Washington Trust
Rhode Island
$156K

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.