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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
WPA
1476
West Paces Advisors
Georgia
$71.2K
AIA
1477
Armor Investment Advisors
North Carolina
$71K
EWM
1478
EPG Wealth Management
Georgia
$70K -$8K -38 -10%
RCM
1479
Regency Capital Management
Hawaii
$69K
PA
1480
PSI Advisors
Florida
$68K -$17.1K -81 -20%
MW
1481
Milestone Wealth
New York
$67K
PP
1482
Pacifica Partners
Canada
$67K
OCM
1483
Orion Capital Management
California
$67K +$48.8K +232 +283%
SWM
1484
Selective Wealth Management
Virginia
$67K +$66.5K +316 New
MSFP
1485
Mark Sheptoff Financial Planning
Connecticut
$64K +$63.2K +300 New
JWBC
1486
John W. Brooker & Co
California
$63K +$30.3K +144 +96%
NFSG
1487
Newbridge Financial Services Group
Florida
$59K +$8.84K +42 +18%
BWM
1488
BerganKDV Wealth Management
Minnesota
$58K
AWM
1489
Atticus Wealth Management
Florida
$58K +$2.32K +11 +4%
KPCM
1490
Kings Point Capital Management
New York
$57K
RCM
1491
Robinson Capital Management
Michigan
$54K +$52.6K +250 New
CAAS
1492
Capital Asset Advisory Services
Michigan
$53K -$794K -3,771 -94%
BWS
1493
BCR Wealth Strategies
Alabama
$53K
PCA
1494
Providence Capital Advisors
North Carolina
$53K
HFA
1495
HC Financial Advisors
California
$52K
LIA
1496
LS Investment Advisors
Michigan
$52K
MHR
1497
Matthew Hamilton Rosenberg
$52K +$41.9K +199 +452%
GWANC
1498
Guardian Wealth Advisors (North Carolina)
North Carolina
$51K
BFG
1499
Baron Financial Group
New Jersey
$50.2K +$26.3K +125 +113%
CWM
1500
Consultiva Wealth Management
Puerto Rico
$50K

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.