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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
TAM
1576
Tucker Asset Management
Colorado
$4.46K +$4.42K +21 New
GC
1577
Gould Capital
Washington
$4K -$8.42K -40 -67%
CIM
1578
Contravisory Investment Management
Massachusetts
$4K
IRC
1579
Investors Research Corp
Georgia
$4K
LF
1580
Lee Financial
Texas
$4K
AWM
1581
Aberdeen Wealth Management
Illinois
$4K +$4.21K +20 New
LSA
1582
Lansing Street Advisors
Pennsylvania
$4K +$4.42K +21 New
FMP
1583
Financial Management Professionals
Texas
$3K
LWA
1584
Lenox Wealth Advisors
New York
$3K
CSWG
1585
Cardinal Strategic Wealth Guidance
Kentucky
$3K +$2.53K +12 New
WA
1586
Win Advisors
Florida
$3K +$2.53K +12 New
CP
1587
Castleview Partners
Texas
$2K -$474K -2,250 -100%
KA
1588
Kozak & Associates
Colorado
$2K
LAS
1589
Lloyd Advisory Services
Georgia
$2K
PI
1590
PEAK6 Investments
Illinois
$2K +$1.9K +9 New
AC
1591
AlphaCore Capital
California
$2K +$2.1K +10 New
WWP
1592
WR Wealth Planners
Missouri
$1.7K +$1.68K +8 New
SFG
1593
Steward Financial Group
Texas
$1K -$9.26K -44 -86%
JWM
1594
Janiczek Wealth Management
Colorado
$1K -$421 -2 -33%
BWP
1595
Baldwin Wealth Partners
Massachusetts
$1K
CMA
1596
Cedar Mountain Advisors
Oregon
$1K
GI
1597
Gradient Investments
Minnesota
$1K
SIS
1598
Sound Income Strategies
Florida
$1K
FA
1599
Faithward Advisors
Pennsylvania
$1K +$211 +1 +25%
CCM
1600
Cribstone Capital Management
Maine
$1K +$632 +3 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.