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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
HA
376
HC Advisors
Georgia
$339K +$307K +1,699 New
WAG
377
Winthrop Advisory Group
Massachusetts
$338K -$27.1K -150 -8%
BOPW
378
Brandywine Oak Private Wealth
Pennsylvania
$338K
SIC
379
Sigma Investment Counselors
Michigan
$337K +$304K +1,686 New
ANTB
380
AMG National Trust Bank
Colorado
$337K +$305K +1,689 New
Fiera Capital (Canada)
381
Fiera Capital (Canada)
Quebec, Canada
$333K -$817K -4,524 -73%
Brown Advisory
382
Brown Advisory
Maryland
$329K -$415K -2,299 -58%
IA
383
IFG Advisory
Georgia
$327K -$19.9K -110 -6%
COF
384
Capital One Financial
Virginia
$326K
CIC
385
Cutler Investment Counsel
Oregon
$326K
WAP
386
Wealthcare Advisory Partners
Pennsylvania
$325K -$20.4K -113 -6%
NFC
387
Northeast Financial Consultants
Connecticut
$324K +$293K +1,621 New
Neuberger Berman Group
388
Neuberger Berman Group
New York
$322K +$291K +1,614 New
CC
389
Cassaday & Co
Virginia
$321K +$33.4K +185 +13%
PIA
390
Pinion Investment Advisors
Kansas
$321K +$290K +1,606 New
PA
391
PFG Advisors
Arizona
$320K +$284K +1,574 New
MWM
392
Modera Wealth Management
New Jersey
$318K
SMC
393
Smith, Moore & Co
Missouri
$318K +$2.35K +13 +0.8%
First Manhattan
394
First Manhattan
New York
$317K +$43.3K +240 +18%
SBH
395
Segall Bryant & Hamill
Illinois
$316K
MCM
396
MAI Capital Management
Ohio
$315K
AC
397
Alexandria Capital
Virginia
$314K +$722 +4 +0.3%
MMHP
398
Murphy Middleton Hinkle & Parker
Georgia
$313K
KP
399
Keel Point
Alabama
$311K -$20.4K -113 -7%
KA
400
Klingman & Associates
New York
$311K -$5.42K -30 -2%

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.