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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
CFFP
301
Center for Financial Planning
Michigan
$621K -$308K -1,708 -35%
LA
302
LexAurum Advisors
Kansas
$621K +$43K +238 +8%
AL
303
Aspiriant LLC
California
$617K -$17.1K -95 -3%
CWC
304
Carolinas Wealth Consulting
North Carolina
$616K +$5.6K +31 +1%
BOH
305
Bank of Hawaii
Hawaii
$614K
SF
306
Synovus Financial
Georgia
$605K -$152K -844 -22%
IA
307
IFP Advisors
Florida
$581K -$5.96K -33 -1%
MFS
308
McNamara Financial Services
Massachusetts
$580K -$1.44K -8 -0.3%
Prudential Financial
309
Prudential Financial
New Jersey
$563K +$106K +587 +26%
NAS
310
Nicolet Advisory Services
Wisconsin
$560K -$56.5K -313 -10%
CAG
311
Crestwood Advisors Group
Massachusetts
$557K -$647K -3,585 -56%
WWM
312
Western Wealth Management
Colorado
$551K +$54.5K +302 +12%
Cerity Partners
313
Cerity Partners
New York
$551K +$150K +832 +43%
DW
314
Domani Wealth
Pennsylvania
$551K +$204K +1,132 +70%
GJIC
315
Gamble Jones Investment Counsel
California
$550K -$38.3K -212 -7%
MFG
316
Magnus Financial Group
New York
$541K -$1.65M -9,121 -77%
FC
317
Fusion Capital
South Carolina
$537K -$72.4K -401 -13%
TAM
318
Townsend Asset Management
North Carolina
$534K
AWA
319
Arete Wealth Advisors
Illinois
$529K +$479K +2,652 New
CS
320
Capital Square
Tennessee
$528K
CA
321
Cetera Advisors
Colorado
$523K -$152K -840 -24%
CIC
322
Carnegie Investment Counsel
Ohio
$521K +$7.76K +43 +2%
PAS
323
Partnervest Advisory Services
California
$514K -$149K -825 -24%
HWA
324
Heartwood Wealth Advisors
Virginia
$511K
AWM
325
Altavista Wealth Management
North Carolina
$508K +$129K +713 +39%

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.