Vanguard Small-Cap Growth ETF
845 hedge funds and large institutions have $7.1B invested in Vanguard Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 306 increasing their positions, 296 reducing their positions, and 60 closing their positions.
52% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $8.13M
31% more funds holding in top 10
Funds holding in top 10: 35 → 46 (+11)
30% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 60
3% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 296
0.14% more ownership
Funds ownership: 54.64% → 54.79% (+0.14%)
1% less funds holding
Funds holding: 852 → 845 (-7)
1% less capital invested
Capital invested by funds: $7.2B → $7.1B (-$104M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$55.7M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$19.2M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$15.8M |
| 5 |
JP Morgan Chase
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$78.1M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$69.3M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$21.1M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$12.9M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$9.87M |
VBK Hedge Fund Activity: Q1 2023 in Review
845 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2023, worth a combined $7.1B — down 1.4% from $7.2B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VBK positions and 60 closed out — a net gain of 18 holders — while 306 added to existing stakes and 296 trimmed.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was US Bancorp, cutting an estimated $78.1M.
- 845 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2023, down from 852 in Q4 2022.
- Funds reported $7.1B of Vanguard Small-Cap Growth ETF stock for Q1 2023, down 1.4% quarter-over-quarter.
- 78 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2023 and 60 closed out, a net change of +18 holders.
- The largest Vanguard Small-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $104M added.
- The largest Vanguard Small-Cap Growth ETF seller in Q1 2023 was US Bancorp, an estimated $78.1M sold.
Based on aggregated 13F filings for Q1 2023.