Vanguard Small-Cap ETF
1,391 hedge funds and large institutions have $27.6B invested in Vanguard Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 669 increasing their positions, 403 reducing their positions, and 61 closing their positions.
160% more call options, than puts
Call options by funds: $10.7M | Put options by funds: $4.12M
84% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 61
66% more repeat investments, than reductions
Existing positions increased: 669 | Existing positions reduced: 403
9% more capital invested
Capital invested by funds: $25.4B → $27.6B (+$2.17B)
2% more funds holding
Funds holding: 1,363 → 1,391 (+28)
0.59% more ownership
Funds ownership: 58.45% → 59.03% (+0.59%)
4% less funds holding in top 10
Funds holding in top 10: 166 → 159 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
+$222M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$182M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$121M |
| 4 |
Bank of New York Mellon
New York
|
+$116M |
| 5 |
LPL Financial
San Diego,
California
|
+$75.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$63.9M |
| 2 |
Morgan Stanley
New York
|
-$52.4M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$28.4M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$28.2M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$28.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
1451
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| – | -$13K | -62 | Closed |
|
1452
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$11K | -53 | Closed |
|
|
SCM
1453
SevenOneSeven Capital Management
Lancaster,
Pennsylvania
| – | -$4K | -21 | Closed |
|
|
RWB
1454
RMR Wealth Builders
Montclair,
New Jersey
| – | -$4K | -20 | Closed |
|
|
CG
1455
Cutler Group
San Francisco,
California
| – | -$1.11K | -5 | Closed |
|
|
CA
1456
Crewe Advisors
Salt Lake City,
Utah
| – | -$1K | -4 | Closed |
|
|
MF
1457
Manchester Financial
Westlake Village,
California
| – | -$1K | -4 | Closed |
|
VB Hedge Fund Activity: Q2 2021 in Review
1,391 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q2 2021, worth a combined $27.6B — up 8.5% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new VB positions and 61 closed out — a net gain of 51 holders — while 669 added to existing stakes and 403 trimmed.
The largest buyer was Weitzel Financial Services, adding an estimated $222M. The largest seller was Ameriprise, cutting an estimated $63.9M.
- 1,391 institutional investors held Vanguard Small-Cap ETF (VB) as of Q2 2021, up from 1,363 in Q1 2021.
- Funds reported $27.6B of Vanguard Small-Cap ETF stock for Q2 2021, up 8.5% quarter-over-quarter.
- 112 funds opened new Vanguard Small-Cap ETF positions in Q2 2021 and 61 closed out, a net change of +51 holders.
- The largest Vanguard Small-Cap ETF buyer in Q2 2021 was Weitzel Financial Services, an estimated $222M added.
- The largest Vanguard Small-Cap ETF seller in Q2 2021 was Ameriprise, an estimated $63.9M sold.
Based on aggregated 13F filings for Q2 2021.