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Vanguard Small-Cap Growth ETF

807 hedge funds and large institutions have $6.42B invested in Vanguard Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $8.2M

19% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 273

6% less funds holding

Funds holding: 854807 (-47)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

8.31% less ownership

Funds ownership: 63.11%54.79% (-8.3%)

16% less capital invested

Capital invested by funds: $7.66B → $6.42B (-$1.24B)

33% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 100

Holders
807
Holders Change
-47
Holders Change %
-5.5%
% of All Funds
13.6%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.66%
New
67
Increased
325
Reduced
273
Closed
100
Calls
$22.1M
Puts
$8.2M
Net Calls
+$13.9M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
251
Bank of New York Mellon
New York
$1.7M -$289K -1,333 -13%
CFD
252
Creative Financial Designs
Indiana
$1.69M -$1.95K -9 -0.1%
EFG
253
Everhart Financial Group
Ohio
$1.69M -$154K -712 -8%
HC
254
HNP Capital
New York
$1.68M +$260K +1,199 +16%
VRM
255
Vectors Research Management
New York
$1.68M +$262K +1,207 +16%
VWM
256
Valley Wealth Managers
New Jersey
$1.67M -$69.6K -321 -4%
ATC
257
Argent Trust Co
Tennessee
$1.64M -$38.6K -178 -2%
UB
258
UMB Bank
Missouri
$1.64M -$3.04K -14 -0.2%
EVM
259
Eaton Vance Management
Massachusetts
$1.62M -$2.39M -11,006 -57%
ZCM
260
Ziegler Capital Management
Illinois
$1.59M +$157K +725 +10%
IA
261
Insight Advisors
Pennsylvania
$1.57M -$154K -710 -9%
Bessemer Group
262
Bessemer Group
New Jersey
$1.56M -$13.4M -61,632 -89%
CWAG
263
Compton Wealth Advisory Group
Virginia
$1.55M -$174K -801 -9%
LWP
264
Legacy Wealth Planning
Nevada
$1.53M -$22.5K -104 -1%
EH
265
Equitable Holdings
New York
$1.52M -$13.4K -62 -0.8%
FCG
266
Financial Connections Group
California
$1.52M -$77.2K -356 -4%
PFM
267
Parsec Financial Management
North Carolina
$1.52M
CIC
268
Carnegie Investment Counsel
Ohio
$1.51M -$91.7K -423 -5%
SFM
269
Signet Financial Management
New Jersey
$1.51M -$12.8K -59 -0.8%
JIC
270
Joel Isaacson & Co
New York
$1.51M -$203K -938 -11%
ACM
271
Advisors Capital Management
New Jersey
$1.5M +$644K +2,969 +64%
SFP
272
Sterling Financial Planning
New Jersey
$1.5M +$322K +1,485 +24%
HCA
273
Harbour Capital Advisors
Virginia
$1.48M -$30.4K -140 -2%
BCM
274
BTC Capital Management
Iowa
$1.47M -$50.3K -232 -3%
WF
275
Warner Financial
Maryland
$1.46M -$31.6K -146 -2%

VBK Hedge Fund Activity: Q2 2022 in Review

807 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2022, worth a combined $6.42B — down 16% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of VBK and 67 opened new positions — a net loss of 33 holders — while 273 trimmed existing stakes and 325 added.

The largest buyer was Bank of America, adding an estimated $91.5M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.27B.

  • 807 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2022, down from 854 in Q1 2022.
  • Funds reported $6.42B of Vanguard Small-Cap Growth ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 67 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2022 and 100 closed out, a net change of -33 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2022 was Bank of America, an estimated $91.5M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2022.