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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
CHC
1501
City Holding Co
West Virginia
$45K
GI
1502
GS Investments
Minnesota
$45K +$9.47K +45 +26%
JGIA
1503
Jackson Grant Investment Advisers
Connecticut
$43K +$42.7K +203 New
RCM
1504
Rain Capital Management
Oregon
$41K +$211 +1 +0.5%
BLC
1505
Brown, Lisle/Cummings
Rhode Island
$40.3K +$211 +1 +0.5%
AA
1506
Addison Advisors
Vermont
$35K
SFCL
1507
Strengthening Families & Communities LLC
Massachusetts
$35K +$34.5K +164 New
OA
1508
Operose Advisors
Wisconsin
$34K
WWMSC
1509
Wagner Wealth Management (South Carolina)
South Carolina
$34K +$17.3K +82 +103%
MAWCM
1510
Mine & Arao Wealth Creation & Management
California
$33K
CH
1511
Canton Hathaway
Rhode Island
$32K -$421K -2,000 -93%
ZIG
1512
Zullo Investment Group
Pennsylvania
$32K -$33.7K -160 -52%
AP
1513
Atwood & Palmer
Missouri
$32K
BBPWM
1514
Blue Bell Private Wealth Management
Pennsylvania
$32K
CIA
1515
Cascade Investment Advisors
Oregon
$31.5K +$1.05K +5 +3%
CT
1516
Clearstead Trust
Maine
$31K -$52.4K -249 -63%
FCG
1517
Financial Connections Group
California
$31K
HDIM
1518
Hanson & Doremus Investment Management
Vermont
$31K
PFA
1519
Professional Financial Advisors
Nebraska
$31K +$211 +1 +0.7%
ANBT
1520
American National Bank & Trust
Texas
$30K
BAM
1521
Bellevue Asset Management
Washington
$30K
CB
1522
CNB Bank
Pennsylvania
$30K
MCM
1523
Magnolia Capital Management
New York
$30K
SIAP
1524
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K
HF
1525
Halpern Financial
Virginia
$27.6K

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.