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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
CWAG
251
Compton Wealth Advisory Group
Virginia
$918K +$262K +1,451 +46%
CWA
252
Clarus Wealth Advisors
Arizona
$902K +$369K +2,045 +84%
NFG
253
Next Financial Group
Texas
$900K +$456K +2,526 +128%
WI
254
WrapManager Inc
California
$890K -$11.4K -63 -1%
CCA
255
Checchi Capital Advisers
California
$878K +$485K +2,685 +157%
SQA
256
Simon Quick Advisors
New Jersey
$874K -$74.2K -411 -9%
PA
257
Pinnacle Associates
New York
$872K +$789K +4,370 New
CAG
258
Curtis Advisory Group
California
$868K +$785K +4,350 New
CG
259
Caprock Group
Idaho
$863K
AF
260
Allworth Financial
California
$859K +$135K +749 +21%
SIC
261
Shoker Investment Counsel
Ohio
$859K +$777K +4,307 New
CP
262
Camelot Portfolios
Ohio
$839K +$759K +4,203 New
IWC
263
Integrated Wealth Concepts
Massachusetts
$833K +$71.1K +394 +10%
QCG
264
Quadrant Capital Group
Ohio
$827K +$48.9K +271 +7%
SWA
265
Stratos Wealth Advisors
Ohio
$816K +$653K +3,619 +775%
VFA
266
Voya Financial Advisors
Connecticut
$805K -$49.1K -272 -6%
KTM
267
Keeler Thomas Management
Utah
$804K +$703K +3,897 New
BSW
268
Buckingham Strategic Wealth
Missouri
$800K -$125K -690 -15%
HA
269
Harborview Advisors
Maine
$797K +$298K +1,651 +71%
ABC
270
Associated Banc-Corp
Wisconsin
$789K -$51.6K -286 -7%
AIM
271
Acropolis Investment Management
Missouri
$782K +$9.93K +55 +1%
DI
272
Disciplined Investments
Oklahoma
$772K +$429K +2,376 +159%
OCPWS
273
One Charles Private Wealth Services
Massachusetts
$772K +$649K +3,596 New
1W
274
1776 Wealth
Georgia
$769K +$696K +3,854 New
Vanguard Group
275
Vanguard Group
Pennsylvania
$765K +$1.63K +9 +0.2%

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.