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Vanguard Small-Cap Growth ETF

771 hedge funds and large institutions have $8.26B invested in Vanguard Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 310 increasing their positions, 206 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

50% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 206

2% more funds holding

Funds holding: 758771 (+13)

1.11% more ownership

Funds ownership: 50.65%51.76% (+1.1%)

1% more capital invested

Capital invested by funds: $8.14B → $8.26B (+$113M)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

40% less call options, than puts

Call options by funds: $7.38M | Put options by funds: $12.3M

Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
13.5%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.75%
New
65
Increased
310
Reduced
206
Closed
33
Calls
$7.38M
Puts
$12.3M
Net Calls
-$4.93M
Net Calls Change
-$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
$2.22M +$291K +1,016 +4%
OIA
227
OneDigital Investment Advisors
Kansas
$2.21M +$426K +1,488 +23%
AWM
228
Apollon Wealth Management
South Carolina
$2.21M +$74.7K +261 +3%
OCG
229
Opus Capital Group
Ohio
$2.19M -$171K -599 -7%
BCM
230
BTC Capital Management
Iowa
$2.19M -$17.7K -62 -0.8%
SQA
231
Simon Quick Advisors
New Jersey
$2.15M +$1.15K +4 +0.1%
SCM
232
Southport Capital Management
Tennessee
$2.14M -$193K -675 -8%
HCA
233
Harbour Capital Advisors
Virginia
$2.14M -$21.5K -75 -1%
RRC
234
Relaxing Retirement Coach
Massachusetts
$2.08M
UWM
235
USAdvisors Wealth Management
Minnesota
$1.95M +$32.1K +112 +2%
PAG
236
Private Advisory Group
Washington
$1.95M +$1.02M +3,549 +105%
WPWM
237
Windward Private Wealth Management
Kansas
$1.94M -$439K -1,532 -18%
KCM
238
Kennicott Capital Management
California
$1.94M -$53.2K -186 -3%
PA
239
Pinnacle Associates
New York
$1.86M +$41.8K +146 +2%
BP
240
Broadleaf Partners
Ohio
$1.85M +$34.4K +120 +2%
WP
241
WealthPLAN Partners
Nebraska
$1.84M +$826K +2,885 +79%
FMBTD
242
First Midwest Bank Trust Division
Illinois
$1.84M
DT
243
Diversified Trust
Tennessee
$1.84M +$71K +248 +4%
WANY
244
Wealthspire Advisors (New York)
New York
$1.84M +$1.12M +3,904 +147%
PFA
245
Professional Financial Advisors
Nebraska
$1.83M +$71.6K +250 +4%
APP
246
Avantax Planning Partners
Iowa
$1.82M +$1.86M +6,502 New
RPSA
247
Richard P. Slaughter Associates
Texas
$1.79M +$359K +1,255 +24%
WFPG
248
Waller Financial Planning Group
Ohio
$1.79M
JIC
249
Joel Isaacson & Co
New York
$1.76M -$15.2K -53 -0.8%
WFA
250
Wipfli Financial Advisors
Wisconsin
$1.76M -$479K -1,673 -21%

VBK Hedge Fund Activity: Q3 2021 in Review

771 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2021, worth a combined $8.26B — up 1.4% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VBK positions and 33 closed out — a net gain of 32 holders — while 310 added to existing stakes and 206 trimmed.

The largest buyer was Bank of America, adding an estimated $122M. The largest seller was Vanguard Group, cutting an estimated $50.2M.

  • 771 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2021, up from 758 in Q2 2021.
  • Funds reported $8.26B of Vanguard Small-Cap Growth ETF stock for Q3 2021, up 1.4% quarter-over-quarter.
  • 65 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2021 and 33 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2021 was Bank of America, an estimated $122M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2021 was Vanguard Group, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2021.