Vanguard Small-Cap ETF
1,531 hedge funds and large institutions have $21.2B invested in Vanguard Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 702 increasing their positions, 508 reducing their positions, and 71 closing their positions.
195% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $3.81M
38% more repeat investments, than reductions
Existing positions increased: 702 | Existing positions reduced: 508
1% more funds holding in top 10
Funds holding in top 10: 171 → 173 (+2)
8% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 71
1% less funds holding
Funds holding: 1,549 → 1,531 (-18)
1.26% less ownership
Funds ownership: 58.16% → 56.89% (-1.3%)
6% less capital invested
Capital invested by funds: $22.6B → $21.2B (-$1.35B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$73.8M |
| 2 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$43.5M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$34.4M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$30.8M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$776M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$208M |
| 3 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$53.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$53M |
| 5 |
State Street
Boston,
Massachusetts
|
-$45.9M |
VB Hedge Fund Activity: Q3 2022 in Review
1,531 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap ETF (VB) for Q3 2022, worth a combined $21.2B — down 6% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new VB positions and 71 closed out — a net gain of 6 holders — while 702 added to existing stakes and 508 trimmed.
The largest buyer was Pathstone Family Office, adding an estimated $73.8M. The largest seller was Bank of America, cutting an estimated $776M.
- 1,531 institutional investors held Vanguard Small-Cap ETF (VB) as of Q3 2022, down from 1,549 in Q2 2022.
- Funds reported $21.2B of Vanguard Small-Cap ETF stock for Q3 2022, down 6% quarter-over-quarter.
- 77 funds opened new Vanguard Small-Cap ETF positions in Q3 2022 and 71 closed out, a net change of +6 holders.
- The largest Vanguard Small-Cap ETF buyer in Q3 2022 was Pathstone Family Office, an estimated $73.8M added.
- The largest Vanguard Small-Cap ETF seller in Q3 2022 was Bank of America, an estimated $776M sold.
Based on aggregated 13F filings for Q3 2022.