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Vanguard Small-Cap Growth ETF

771 hedge funds and large institutions have $8.26B invested in Vanguard Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 310 increasing their positions, 206 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

50% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 206

2% more funds holding

Funds holding: 758771 (+13)

1.11% more ownership

Funds ownership: 50.65%51.76% (+1.1%)

1% more capital invested

Capital invested by funds: $8.14B → $8.26B (+$113M)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

40% less call options, than puts

Call options by funds: $7.38M | Put options by funds: $12.3M

Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
13.5%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.75%
New
65
Increased
310
Reduced
206
Closed
33
Calls
$7.38M
Puts
$12.3M
Net Calls
-$4.93M
Net Calls Change
-$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
426
Pacific Sun Financial
California
$586K +$599K +2,092 New
CC
427
Courier Capital
New York
$577K +$50.1K +175 +9%
BWM
428
BCGM Wealth Management
Indiana
$576K +$14.3K +50 +3%
PWP
429
Principle Wealth Partners
Connecticut
$570K -$17.2K -60 -3%
SWM
430
Soundmark Wealth Management
Washington
$567K
MFG
431
MidWestOne Financial Group
Iowa
$567K +$37.5K +131 +7%
CCA
432
Clearwater Capital Advisors
Illinois
$563K -$20.9K -73 -4%
CA
433
Continuum Advisory
Idaho
$563K +$33.8K +118 +6%
FWM
434
Frontier Wealth Management
Missouri
$560K -$286 -1 -0.1%
CWM
435
CCG Wealth Management
California
$557K
LIM
436
Leavell Investment Management
Alabama
$554K +$240K +837 +73%
M&T Bank
437
M&T Bank
New York
$550K -$24.3K -85 -4%
WA
438
Wealth Alliance
New York
$545K +$79.9K +279 +17%
SIC
439
Salem Investment Counselors
North Carolina
$543K -$18.6K -65 -3%
1W
440
1776 Wealth
Georgia
$537K -$43.2K -151 -7%
PWM
441
Perigon Wealth Management
California
$530K +$19.2K +67 +4%
EP
442
Eudaimonia Partners
Tennessee
$530K +$171K +596 +46%
RA
443
Resolute Advisors
California
$523K +$286 +1 +0.1%
PBF
444
Petix & Botte Financial
California
$522K +$266K +930 +100%
ANTB
445
AMG National Trust Bank
Colorado
$516K
CTA
446
Colonial Trust Advisors
South Carolina
$514K
DW
447
Domani Wealth
Pennsylvania
$512K -$78.2K -273 -13%
CFFP
448
Center for Financial Planning
Michigan
$510K
EI
449
Ellevest Inc
New York
$508K
MCM
450
MAI Capital Management
Ohio
$504K +$9.16K +32 +2%

VBK Hedge Fund Activity: Q3 2021 in Review

771 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2021, worth a combined $8.26B — up 1.4% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VBK positions and 33 closed out — a net gain of 32 holders — while 310 added to existing stakes and 206 trimmed.

The largest buyer was Bank of America, adding an estimated $122M. The largest seller was Vanguard Group, cutting an estimated $50.2M.

  • 771 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2021, up from 758 in Q2 2021.
  • Funds reported $8.26B of Vanguard Small-Cap Growth ETF stock for Q3 2021, up 1.4% quarter-over-quarter.
  • 65 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2021 and 33 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2021 was Bank of America, an estimated $122M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2021 was Vanguard Group, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2021.