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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
W
426
Wealthquest
Ohio
$253K +$230K +1,272 New
THWM
427
Taylor Hoffman Wealth Management
Virginia
$252K +$228K +1,264 New
MWM
428
Meridian Wealth Management
Kentucky
$251K -$18.1K -100 -7%
CM
429
Capital Management
Virginia
$250K +$226K +1,250 New
XF
430
XML Financial
Maryland
$247K +$223K +1,235 New
SFS
431
Strategic Financial Services
New York
$247K +$223K +1,238 New
SBSB
432
Sullivan, Bruyette, Speros & Blaney
Virginia
$246K +$21.1K +117 +11%
Franklin Resources
433
Franklin Resources
California
$244K +$210K +1,166 New
UR
434
USCA RIA
Texas
$242K +$219K +1,211 New
PWM
435
Perigon Wealth Management
California
$241K +$218K +1,206 New
SVWAG
436
Sound View Wealth Advisors Group
Georgia
$241K +$218K +1,207 New
SIAS
437
Shine Investment Advisory Services
Colorado
$239K -$166K -920 -43%
SAS
438
Stelac Advisory Services
New York
$239K
LWM
439
Laidlaw Wealth Management
New York
$239K +$216K +1,198 New
SCA
440
STALEY CAPITAL ADVISERS
Pennsylvania
$238K -$37K -205 -15%
IWAG
441
Integer Wealth Advisors Group
Georgia
$236K +$209K +1,160 New
RT
442
Rockland Trust
Massachusetts
$235K +$212K +1,177 New
FC
443
Forte Capital
New York
$233K +$210K +1,166 New
WA
444
WBH Advisory
Maryland
$233K +$211K +1,169 New
PBF
445
Petix & Botte Financial
California
$233K +$421K +2,334 New
SCM
446
SOL Capital Management
Maryland
$232K -$36.1K -200 -15%
GP
447
Geneva Partners
Wisconsin
$231K +$209K +1,159 New
GWM
448
Gray Wealth Management
Maine
$230K +$208K +1,151 New
CA
449
Calton & Associates
Florida
$230K +$208K +1,154 New
MAG
450
Mokosak Advisory Group
Iowa
$229K +$208K +1,151 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.