We are live on ! Find out more
VBK icon

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
DT
301
Diversified Trust
Tennessee
$1.19M -$116K -534 -8%
MF
302
Meridian Financial
Massachusetts
$1.18M -$27.1K -125 -2%
BC
303
Burleson & Co
California
$1.18M -$991K -4,571 -43%
WB
304
WesBanco Bank
West Virginia
$1.17M -$11.9K -55 -0.9%
SPA
305
Sentinel Pension Advisors
Massachusetts
$1.16M +$31.6K +146 +3%
LC
306
Lindbrook Capital
California
$1.16M +$662K +3,055 +108%
AWM
307
Aspire Wealth Management
Massachusetts
$1.16M +$26.2K +121 +2%
B
308
Brightworth
Georgia
$1.15M +$1.27M +5,852 New
WFPG
309
Waller Financial Planning Group
Ohio
$1.14M -$47.3K -218 -4%
SAM
310
Smithbridge Asset Management
Pennsylvania
$1.14M -$7.8K -36 -0.6%
MWA
311
Martel Wealth Advisors
Washington
$1.13M +$497K +2,294 +66%
UWM
312
USAdvisors Wealth Management
Minnesota
$1.13M +$174K +801 +16%
AL
313
Aspiriant LLC
California
$1.1M -$5.2K -24 -0.4%
DB
314
Dravo Bay
Delaware
$1.08M +$17.3K +80 +2%
BSW
315
Buckingham Strategic Wealth
Missouri
$1.08M -$30.1K -139 -2%
CA
316
Cetera Advisors
Colorado
$1.08M +$36.6K +169 +3%
TWA
317
TCI Wealth Advisors
Arizona
$1.07M
TDWM
318
Topel & Distasi Wealth Management
California
$1.07M +$188K +869 +19%
MA
319
Mutual Advisors
Nebraska
$1.05M -$21.7K -100 -2%
STA
320
Summit Trail Advisors
New York
$1.04M +$17.8K +82 +2%
PFS
321
Prospera Financial Services
Texas
$1.03M -$48.1K -222 -4%
LA
322
LexAurum Advisors
Kansas
$1.03M +$245K +1,129 +28%
PWM
323
Perigon Wealth Management
California
$1.03M +$620K +2,862 +122%
KCM
324
Kennicott Capital Management
California
$1.02M +$217 +1 +0%
RA
325
Riversedge Advisors
Delaware
$1.01M -$244K -1,124 -18%

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.