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Vanguard Small-Cap Growth ETF

610 hedge funds and large institutions have $5.61B invested in Vanguard Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 32

236% more call options, than puts

Call options by funds: $4.36M | Put options by funds: $1.3M

45% more capital invested

Capital invested by funds: $3.88B → $5.61B (+$1.73B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

14% more funds holding

Funds holding: 533610 (+77)

1.96% more ownership

Funds ownership: 51.87%53.83% (+2%)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

Holders
610
Holders Change
+77
Holders Change %
+14.45%
% of All Funds
12.51%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.78%
New
114
Increased
175
Reduced
206
Closed
32
Calls
$4.36M
Puts
$1.3M
Net Calls
+$3.06M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$1.13M +$314K +1,739 +45%
GVAG
227
Great Valley Advisor Group
Delaware
$1.12M +$239K +1,326 +31%
CF
228
Centaurus Financial
California
$1.1M -$2.71K -15 -0.3%
BF
229
BOK Financial
Oklahoma
$1.1M +$243K +1,347 +32%
MD
230
Money Design
Japan
$1.09M +$982K +5,439 New
LFAS
231
Level Four Advisory Services
Texas
$1.08M +$237K +1,314 +32%
IWM
232
IHT Wealth Management
Illinois
$1.08M +$1.99K +11 +0.2%
VWM
233
Valley Wealth Managers
New Jersey
$1.06M +$458K +2,537 +91%
PA
234
Parallel Advisors
California
$1.05M -$120K -663 -11%
JIC
235
Joel Isaacson & Co
New York
$1.04M +$278K +1,538 +42%
RFM
236
Royal Fund Management
Florida
$1.04M +$229K +1,270 +32%
BJL
237
Brighton Jones LLC
Washington
$1.04M +$38.3K +212 +4%
MA
238
MONECO Advisors
Connecticut
$1.02M +$3.79K +21 +0.4%
RIM
239
Rockbridge Investment Management
New York
$1.02M +$919K +5,091 New
FUBT
240
First United Bank & Trust
Maryland
$1.01M -$6.32K -35 -0.7%
SFS
241
Sowell Financial Services
Arkansas
$1.01M +$253K +1,403 +38%
SEIA
242
Signature Estate & Investment Advisors
California
$1.01M -$117K -649 -11%
WB
243
WesBanco Bank
West Virginia
$1M -$24K -133 -3%
CK
244
Cohen Klingenstein
New York
$1M
SL
245
Stevard LLC
Illinois
$1M -$906K -5,022 -50%
STA
246
Summit Trail Advisors
New York
$957K +$866K +4,797 New
CDH
247
Charles D. Hyman
$932K
M&T Bank
248
M&T Bank
New York
$932K +$151K +837 +22%
FTUS
249
Flow Traders U.S.
New York
$926K +$838K +4,641 New
A
250
AdvicePeriod
California
$918K +$85.4K +473 +11%

VBK Hedge Fund Activity: Q2 2020 in Review

610 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2020, worth a combined $5.61B — up 45% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VBK positions and 32 closed out — a net gain of 82 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Bessemer Group, adding an estimated $177M. The largest seller was Jones Financial Companies, cutting an estimated $42.7M.

  • 610 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2020, up from 533 in Q1 2020.
  • Funds reported $5.61B of Vanguard Small-Cap Growth ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 114 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2020 and 32 closed out, a net change of +82 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2020 was Bessemer Group, an estimated $177M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2020 was Jones Financial Companies, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2020.