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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
FFG
276
Fullen Financial Group
Ohio
$765K +$692K +3,833 New
TFF
277
The Family Firm
Maryland
$754K +$55.8K +309 +9%
FCI
278
Financial Counselors Inc
Kansas
$753K +$17.5K +97 +3%
WP
279
WealthPLAN Partners
Nebraska
$753K +$629K +3,486 New
CAG
280
Csenge Advisory Group
Florida
$746K -$306K -1,694 -31%
DC
281
Davenport & Co
Virginia
$745K -$903 -5 -0.1%
ASN
282
Advisory Services Network
Georgia
$739K -$481K -2,663 -42%
OWP
283
Obermeyer Wealth Partners
Colorado
$731K -$11K -61 -2%
WP
284
WealthSource Partners
California
$715K +$15.7K +87 +2%
BC
285
Burney Company
Virginia
$713K -$43.7K -242 -6%
RMCM
286
Reynders McVeigh Capital Management
Massachusetts
$705K -$54.2K -300 -8%
CWA
287
Capital Wealth Alliance
Arizona
$685K -$529K -2,930 -46%
CBFP
288
Cedar Brook Financial Partners
Ohio
$685K -$50.4K -279 -8%
BWM
289
Bernicke Wealth Management
Wisconsin
$682K -$134K -740 -18%
MWA
290
Martel Wealth Advisors
Washington
$674K +$56K +310 +10%
FFG
291
Ford Financial Group
California
$672K -$7.22K -40 -1%
Deutsche Bank
292
Deutsche Bank
Germany
$672K +$360K +1,994 +145%
PD
293
Planning Directions
Pennsylvania
$672K +$607K +3,365 New
TIA
294
Traphagen Investment Advisors
New Jersey
$649K
VWA
295
V Wealth Advisors
Kansas
$647K +$331K +1,835 +131%
CPSC
296
Carl P. Sherr & Co
Massachusetts
$639K
BWM
297
BCS Wealth Management
Tennessee
$634K +$36.1K +200 +7%
CIA
298
Covington Investment Advisors
Pennsylvania
$632K
CFG
299
Capstone Financial Group
Oklahoma
$631K +$40.8K +226 +8%
CA
300
Cornerstone Advisory
Maryland
$631K +$216K +1,194 +61%

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.