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
AWM
1451
Accel Wealth Management
Iowa
$107K -$35.2K -167 -25%
WCAMG
1452
Woodard & Company Asset Management Group
North Carolina
$106K -$25.7K -122 -20%
MFA
1453
Morling Financial Advisors
California
$103K
TAM
1454
Townsend Asset Management
North Carolina
$102K
ARIS
1455
Advanced Research Investment Solutions
California
$94K
TRCT
1456
Tower Research Capital (TRC)
New York
$93K -$6.32K -30 -6%
Kayne Anderson Rudnick Investment Management
1457
Kayne Anderson Rudnick Investment Management
California
$92K -$2.95K -14 -3%
WOC
1458
West Oak Capital
California
$89K
HWA
1459
HHM Wealth Advisors
Tennessee
$88K
TFP
1460
Tilia Fiduciary Partners
North Carolina
$88K
HWMA
1461
Heritage Wealth Management (Arizona)
Arizona
$87K +$86.3K +410 New
AIM
1462
Arcadia Investment Management
Michigan
$86K
RWA
1463
RGT Wealth Advisors
Texas
$81K
PPWM
1464
PFG Private Wealth Management
Florida
$80K -$12K -57 -13%
AF
1465
Affiance Financial
Minnesota
$79K -$470K -2,233 -86%
FPFS
1466
First Personal Financial Services
North Carolina
$79K
SIC
1467
SJS Investment Consulting
Ohio
$79K
PCFFS
1468
Pacific Center for Financial Services
California
$76K
BL
1469
Balentine LLC
Georgia
$75K
TWM
1470
Tradition Wealth Management
Minnesota
$75K
PMFA
1471
Plante Moran Financial Advisors
Michigan
$75K +$22.3K +106 +43%
UIA
1472
Ulland Investment Advisors
Minnesota
$74K
RE
1473
RBC Europe
United Kingdom
$73K -$16.8K -80 -19%
CA
1474
Crewe Advisors
Utah
$73K
PAG
1475
Paladin Advisory Group
Iowa
$73K +$71.8K +341 New

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.