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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
SAM
376
S.A. Mason
Michigan
$223K -$557 -3 -0.2%
APA
377
American Portfolios Advisors
New York
$220K -$126K -679 -32%
FWIA
378
Fort Washington Investment Advisors
Ohio
$215K +$265K +1,430 New
CC
379
Cassaday & Co
Virginia
$214K -$28.4K -153 -10%
GT
380
Glenview Trust
Kentucky
$214K +$34.1K +184 +15%
WANY
381
Wealthspire Advisors (New York)
New York
$212K +$262K +1,412 New
VWA
382
V Wealth Advisors
Kansas
$211K +$261K +1,404 New
SCA
383
STALEY CAPITAL ADVISERS
Pennsylvania
$210K
LWAC
384
Laurel Wealth Advisors (California)
California
$209K -$9.28K -50 -3%
WAM
385
Wealthspire Advisors (Maryland)
Maryland
$207K -$52.2K -281 -17%
Deutsche Bank
386
Deutsche Bank
Germany
$207K -$49.2K -265 -16%
WA
387
WP Advisors
California
$206K -$1.3K -7 -0.5%
FI
388
Financial Insights
Washington
$206K +$254K +1,369 New
AWA
389
Alaska Wealth Advisors
Alaska
$205K -$23K -124 -8%
SCM
390
SOL Capital Management
Maryland
$204K +$1.86K +10 +0.7%
MWM
391
Meridian Wealth Management
Kentucky
$204K +$18.7K +101 +8%
First Manhattan
392
First Manhattan
New York
$203K
NAMP
393
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$203K
LW
394
Linscomb Wealth
Texas
$203K +$250K +1,349 New
KF
395
Krilogy Financial
Missouri
$202K
SGK
396
Steigerwald Gordon & Koch
Virginia
$200K +$247K +1,329 New
CAAS
397
Capital Asset Advisory Services
Michigan
$181K +$7.98K +43 +4%
SAS
398
Stelac Advisory Services
New York
$180K +$222K +1,198 New
VNA
399
Valley National Advisers
Pennsylvania
$171K
SBSB
400
Sullivan, Bruyette, Speros & Blaney
Virginia
$167K

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.