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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
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$311K
IA
402
IFG Advisors
Missouri
$311K +$6.5K +36 +2%
FWM
403
Foresight Wealth Management
Utah
$310K -$7.58K -42 -3%
SAM
404
S.A. Mason
Michigan
$303K +$5.42K +30 +2%
LDB
405
Lee, Danner & Bass
Tennessee
$302K -$62.3K -345 -19%
GT
406
Greenleaf Trust
Michigan
$302K -$9.93K -55 -4%
ATPW
407
Ashton Thomas Private Wealth
Arizona
$295K -$20.9K -116 -7%
APA
408
American Portfolios Advisors
New York
$288K -$3.25K -18 -1%
GT
409
Glenview Trust
Kentucky
$284K
EAM
410
Evanson Asset Management
California
$282K -$66.8K -370 -21%
PAS
411
Park Avenue Securities
New York
$278K +$251K +1,391 New
RIA
412
Regal Investment Advisors
Michigan
$277K +$251K +1,390 New
WA
413
WP Advisors
California
$274K
LWAC
414
Laurel Wealth Advisors (California)
California
$272K -$4.51K -25 -2%
EP
415
Eudaimonia Partners
Tennessee
$271K +$110K +607 +81%
NAMP
416
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K
EVM
417
Eaton Vance Management
Massachusetts
$269K +$243K +1,348 New
LW
418
Linscomb Wealth
Texas
$268K -$722 -4 -0.3%
KF
419
Krilogy Financial
Missouri
$266K -$1.8K -10 -0.7%
SGK
420
Steigerwald Gordon & Koch
Virginia
$265K
AWA
421
Alaska Wealth Advisors
Alaska
$262K -$9.93K -55 -4%
SWM
422
Segment Wealth Management
Texas
$258K +$234K +1,295 New
SAM
423
Silvercrest Asset Management
New York
$256K +$232K +1,285 New
HNB
424
Huntington National Bank
Ohio
$255K
PL
425
Plancorp LLC
Missouri
$253K +$229K +1,269 New

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.