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
F
1651
F3Logic
Minnesota
-$365K -1,618 Closed
MTC
1652
McDaniel Terry & Co
Texas
-$362K -1,600 Closed
GWA
1653
GGM Wealth Advisors
Maryland
-$343K -1,557 Closed
AIA
1654
Angeles Investment Advisors
California
-$346K -1,533 Closed
FIA
1655
Foundations Investment Advisors
Arizona
-$340K -1,532 Closed
FWM
1656
Frontier Wealth Management
Missouri
-$335K -1,483 Closed
AC
1657
ASB Consultores
Florida
-$329K -1,457 Closed
NP
1658
NorthRock Partners
Minnesota
-$327K -1,448 Closed
BIM
1659
Baldwin Investment Management
Pennsylvania
-$277 -1,225 Closed
VW
1660
Vance Wealth
California
-$275K -1,217 Closed
HCM
1661
Howland Capital Management
Massachusetts
-$258K -1,142 Closed
SA
1662
Scarborough Advisors
Maryland
-$249K -1,103 Closed
APW
1663
Aurora Private Wealth
New Jersey
-$248K -1,096 Closed
LWM
1664
Laidlaw Wealth Management
New York
-$247K -1,094 Closed
SKK
1665
Shepherd Kaplan Krochuk
Massachusetts
-$246K -1,089 Closed
SCM
1666
Southport Capital Management
Tennessee
-$239K -1,058 Closed
WWM
1667
WT Wealth Management
Arizona
-$236K -1,044 Closed
ES
1668
ETF Store
Kansas
-$214K -1,005 Closed
SBF
1669
Sara-Bay Financial
Florida
-$222K -982 Closed
CT
1670
Columbia Trust
Oregon
-$213K -975 Closed
FIM
1671
Fernwood Investment Management
Massachusetts
-$216K -955 Closed
ASFA
1672
All Season Financial Advisors
Colorado
-$215K -952 Closed
GFS
1673
GYL Financial Synergies
Connecticut
-$212K -940 Closed
OHIS
1674
Oak Harvest Investment Services
Texas
-$211K -934 Closed
RIS
1675
Retirement Income Solutions
Michigan
-$211K -934 Closed

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.