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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
PAMG
351
Patton Albertson Miller Group
Tennessee
$427K -$88.4K -490 -19%
IFG
352
Independent Financial Group
California
$422K -$8.85K -49 -2%
BFA
353
Beacon Financial Advisory
Ohio
$421K -$29.8K -165 -7%
JIC
354
Johnson Investment Counsel
Ohio
$420K
CFA
355
Carroll Financial Associates
North Carolina
$419K +$262K +1,449 +221%
MA
356
Mutual Advisors
Nebraska
$415K -$60.1K -333 -14%
W
357
WealthOne
New York
$409K +$41.2K +228 +13%
AFP
358
Ausdal Financial Partners
Iowa
$406K +$47.7K +264 +15%
TP
359
Tranquility Partners
Tennessee
$405K -$224K -1,241 -38%
TPCW
360
TD Private Client Wealth
New York
$401K -$84.5K -468 -19%
CWM
361
CCG Wealth Management
California
$398K -$67.3K -373 -16%
WLIM
362
White Lighthouse Investment Management
Massachusetts
$395K -$106K -586 -23%
CAM
363
Cozad Asset Management
Illinois
$389K +$352K +1,951 New
PFS
364
Prospera Financial Services
Texas
$374K +$30.5K +169 +10%
KWM
365
Keebeck Wealth Management
Illinois
$366K -$6.86K -38 -2%
OIA
366
Optimum Investment Advisors
Illinois
$365K -$53.6K -297 -14%
ZB
367
Zions Bancorporation
Utah
$361K
AF
368
Advisornet Financial
Minnesota
$358K -$17.7K -98 -5%
RFC
369
Regions Financial Corp
Alabama
$357K -$30K -166 -8%
TWM
370
Triton Wealth Management
Arizona
$355K -$5.96K -33 -2%
SFI
371
SPC Financial Inc
Maryland
$354K
SWM
372
Southern Wealth Management
Texas
$351K
FWIA
373
Fort Washington Investment Advisors
Ohio
$351K +$59.2K +328 +23%
CHA
374
Carmichael Hill & Associates
Maryland
$343K -$25.3K -140 -8%
SPC
375
Sigma Planning Corp
Michigan
$341K -$307K -1,700 -50%

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.