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Vanguard Small-Cap Growth ETF
VBK

852 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 52

107% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $12.8M

19% more capital invested

Capital invested by funds: $6.05B → $7.2B (+$1.15B)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

7% more funds holding

Funds holding: 797 → 852 (+55)

1.45% more ownership

Funds ownership: 53.2% → 54.64% (+1.4%)

19% less funds holding in top 10

Funds holding in top 10: 43 → 35 (-8)

Holders
852
Holders Change
+55
Holders Change %
+6.9%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
311
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$71.2M
2
RWP
RWA Wealth Partners
Massachusetts
+$41.4M
3
US Bancorp
US Bancorp
Minnesota
+$39.9M
4
AssetMark Inc
AssetMark Inc
California
+$15.1M
5
Bank of America
Bank of America
North Carolina
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$18.1M
2
WIA
World Investment Advisors
California
-$11.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.69M
4
EC
Estate Counselors
Wisconsin
-$8.25M
5
UBS Group
UBS Group
Switzerland
-$5.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
226
AllianceBernstein
Tennessee
$2.6M +$838K +4,098 +46%
AIM
227
Acropolis Investment Management
Missouri
$2.54M +$97.8K +478 +4%
MWM
228
MTC Wealth Management
Florida
$2.46M -$19.8K -97 -0.8%
ZC
229
Zeit Capital
Colorado
$2.41M +$11.3K +55 +0.5%
RFM
230
Royal Fund Management
Florida
$2.37M -$147K -719 -6%
FTS
231
Fifth Third Securities
Ohio
$2.28M -$667K -3,263 -22%
TC
232
TAGStone Capital
North Carolina
$2.24M +$51.8K +253 +2%
RA
233
RFG Advisory
Alabama
$2.22M -$2.09M -10,226 -51%
BJL
234
Brighton Jones LLC
Washington
$2.2M +$63.2K +309 +3%
KNFPWM
235
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.19M +$2.24M +10,938 New
RFA
236
RTD Financial Advisors
Pennsylvania
$2.19M -$16K -78 -0.7%
MCA
237
MSH Capital Advisors
Arizona
$2.17M -$14.9K -73 -0.7%
HNB
238
Huntington National Bank
Ohio
$2.17M – – –
TNBTD
239
Trustmark National Bank Trust Department
Mississippi
$2.16M +$22.5K +110 +1%
RPSA
240
Richard P. Slaughter Associates
Texas
$2.12M +$445K +2,176 +26%
MM
241
Main Management
California
$2.12M – – –
AI
242
Atria Investments
North Carolina
$2.11M -$163K -796 -7%
V
243
Veritable
Delaware
$2.1M -$317K -1,551 -13%
SA
244
SFI Advisors
New Jersey
$2.06M -$201K -983 -9%
RLKPA
245
Robbie L. Kennerson P.A.
Florida
$2.05M +$2.09M +10,224 New
EWP
246
Engrave Wealth Partners
Texas
$2.04M +$1.95M +9,523 New
VIA
247
Vickerman Investment Advisors
Washington
$2.04M -$470K -2,298 -18%
SB
248
Simmons Bank
Arkansas
$2.04M -$59.5K -291 -3%
WF
249
Warner Financial
Maryland
$2.03M +$292K +1,426 +16%
WP
250
WealthPLAN Partners
Nebraska
$2.02M +$1.83M +8,954 New
8 9
10
11 12

VBK Hedge Fund Activity: Q4 2022 in Review

852 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2022, worth a combined $7.2B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new VBK positions and 52 closed out — a net gain of 76 holders — while 311 added to existing stakes and 271 trimmed.

The largest buyer was Colony Group, adding an estimated $71.2M. The largest seller was TIAA FSB, cutting an estimated $18.1M.

  • 852 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2022, up from 797 in Q3 2022.
  • Funds reported $7.2B of Vanguard Small-Cap Growth ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 128 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2022 and 52 closed out, a net change of +76 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q4 2022 was Colony Group, an estimated $71.2M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q4 2022 was TIAA FSB, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2022.