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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
NP
326
NorthRock Partners
Minnesota
$505K +$8.85K +49 +2%
EFL
327
ERn Financial LLC
Wisconsin
$503K -$373K -2,068 -45%
TFA
328
TPG Financial Advisors
Oregon
$500K +$2.35K +13 +0.5%
PCIA
329
Prime Capital Investment Advisors
Kansas
$500K +$333K +1,844 +279%
BB
330
Busey Bank
Illinois
$495K -$143K -794 -24%
DSN
331
D. Scott Neal
Kentucky
$491K -$14.8K -82 -3%
MWM
332
Mission Wealth Management
California
$490K
BP
333
Ballentine Partners
Massachusetts
$475K
SF
334
Summit Financial
New Jersey
$474K +$429K +2,374 New
GWM
335
Geneos Wealth Management
Colorado
$462K +$9.75K +54 +2%
SFPG
336
Stonebridge Financial Planning Group
Florida
$459K -$57.2K -317 -12%
RPWA
337
Regent Peak Wealth Advisors
Georgia
$458K -$63.2K -350 -13%
HCIA
338
Hochman Cole Investment Advisors
Illinois
$457K
ML
339
McAdam LLC
Pennsylvania
$452K +$409K +2,264 New
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$449K +$157K +869 +63%
WS
341
Wedbush Securities
California
$449K +$406K +2,251 New
FWM
342
Frontier Wealth Management
Missouri
$444K -$235K -1,300 -37%
KFI
343
Key Financial Inc
Pennsylvania
$444K +$6.86K +38 +2%
SAM
344
Smithbridge Asset Management
Pennsylvania
$442K
SIA
345
Strategic Investment Advisors
Michigan
$442K +$2.89K +16 +0.7%
PSF
346
Pacific Sun Financial
California
$441K
CCA
347
Clearwater Capital Advisors
Illinois
$440K -$59.6K -330 -13%
PJB
348
Paul John Balson
California
$437K -$72.4K -401 -15%
AllianceBernstein
349
AllianceBernstein
Tennessee
$434K -$10.7K -59 -3%
RWM
350
RKL Wealth Management
Pennsylvania
$434K

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.