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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
WIC
276
Whitegate Investment Counselors
New Hampshire
$1.45M -$145K -670 -8%
MWM
277
Meridian Wealth Management
Kentucky
$1.4M +$1M +4,614 +186%
AWM
278
Accel Wealth Management
Iowa
$1.39M -$74.6K -344 -5%
OIA
279
OneDigital Investment Advisors
Kansas
$1.39M -$31.6K -146 -2%
RPSA
280
Richard P. Slaughter Associates
Texas
$1.37M +$46.6K +215 +3%
TPCW
281
TD Private Client Wealth
New York
$1.36M +$373K +1,720 +33%
NFC
282
Northeast Financial Consultants
Connecticut
$1.36M -$7.59K -35 -0.5%
GIA
283
Gladstone Institutional Advisory
Florida
$1.36M +$669K +3,084 +81%
RRC
284
Relaxing Retirement Coach
Massachusetts
$1.35M -$11.7K -54 -0.8%
RJT
285
Raymond James Trust
Florida
$1.34M +$182K +841 +14%
SAM
286
Stone Asset Management
Texas
$1.33M +$513K +2,365 +54%
FCI
287
Financial Counselors Inc
Kansas
$1.31M -$17.3K -80 -1%
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$1.31M +$1.01M +4,661 +235%
OCG
289
Opus Capital Group
Ohio
$1.29M -$172K -795 -11%
WTA
290
Washington Trust Advisors
Massachusetts
$1.28M +$1.06M +4,895 +300%
SF
291
Safeguard Financial
Wisconsin
$1.28M +$1.19M +5,492 +543%
WPWM
292
Windward Private Wealth Management
Kansas
$1.28M -$66.1K -305 -4%
FAIM
293
Financial Advocates Investment Management
Washington
$1.24M +$26K +120 +2%
WA
294
Wambolt & Associates
Colorado
$1.24M +$53.8K +248 +4%
WTFG
295
Wells Trecaso Financial Group
Ohio
$1.23M
KTM
296
Keeler Thomas Management
Utah
$1.22M -$1.07M -4,918 -44%
FWP
297
Falcon Wealth Planning
California
$1.22M +$460K +2,122 +52%
GB
298
Goepper Burkhardt
South Carolina
$1.21M -$62.2K -287 -4%
Franklin Resources
299
Franklin Resources
California
$1.2M +$355K +1,638 +37%
CA
300
Cornerstone Advisory
Maryland
$1.19M +$241K +1,111 +22%

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.