We are live on ! Find out more
VBK icon

Vanguard Small-Cap Growth ETF

533 hedge funds and large institutions have $3.88B invested in Vanguard Small-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 170 increasing their positions, 207 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

2.23% more ownership

Funds ownership: 49.64%51.87% (+2.2%)

3% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.9M

11% less funds holding

Funds holding: 596533 (-63)

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 207

20% less capital invested

Capital invested by funds: $4.87B → $3.88B (-$996M)

47% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 108

Holders
533
Holders Change
-63
Holders Change %
-10.57%
% of All Funds
11.75%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
57
Increased
170
Reduced
207
Closed
108
Calls
$1.96M
Puts
$1.9M
Net Calls
+$58K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
326
Citizens Financial Group
Rhode Island
$316K +$390K +2,100 New
Thrivent Financial for Lutherans
327
Thrivent Financial for Lutherans
Minnesota
$311K
CWM
328
Capital Wealth Management
Rhode Island
$304K +$376K +2,025 New
TWM
329
Triton Wealth Management
Arizona
$302K +$320K +1,723 New
NFG
330
Next Financial Group
Texas
$298K -$272K -1,464 -42%
CA
331
Cornerstone Advisory
Maryland
$296K +$365K +1,969 New
RFC
332
Regions Financial Corp
Alabama
$294K
AFP
333
Ausdal Financial Partners
Iowa
$292K
Cerity Partners
334
Cerity Partners
New York
$290K +$8.17K +44 +2%
MFG
335
MidWestOne Financial Group
Iowa
$284K +$36.2K +195 +12%
AF
336
Advisornet Financial
Minnesota
$284K +$92.2K +497 +36%
KWM
337
Keebeck Wealth Management
Illinois
$281K -$3.91M -21,065 -92%
CHA
338
Carmichael Hill & Associates
Maryland
$279K -$25.1K -135 -7%
LDB
339
Lee, Danner & Bass
Tennessee
$279K +$345K +1,858 New
WAG
340
Winthrop Advisory Group
Massachusetts
$275K
AWM
341
Altavista Wealth Management
North Carolina
$275K +$340K +1,832 New
W
342
WealthOne
New York
$274K +$120K +648 +55%
ZB
343
Zions Bancorporation
Utah
$272K -$223K -1,199 -40%
EAM
344
Evanson Asset Management
California
$268K -$20.2K -109 -6%
SFI
345
SPC Financial Inc
Maryland
$267K
Lido Advisors
346
Lido Advisors
California
$266K -$61.4K -331 -16%
SWM
347
Southern Wealth Management
Texas
$264K
IA
348
IFG Advisory
Georgia
$263K +$51.2K +276 +19%
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$262K +$31.6K +170 +11%
OC
350
Oppenheimer & Co
New York
$259K -$1.23M -6,614 -79%

VBK Hedge Fund Activity: Q1 2020 in Review

533 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2020, worth a combined $3.88B — down 20% from $4.87B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of VBK and 57 opened new positions — a net loss of 51 holders — while 207 trimmed existing stakes and 170 added.

The largest buyer was Bank of America, adding an estimated $91.1M. The largest seller was QS Investors, cutting an estimated $35.4M.

  • 533 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2020, down from 596 in Q4 2019.
  • Funds reported $3.88B of Vanguard Small-Cap Growth ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 57 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2020 and 108 closed out, a net change of -51 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2020 was Bank of America, an estimated $91.1M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2020 was QS Investors, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2020.