We are live on ! Find out more
VBK icon

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
BAMG
451
Brand Asset Management Group
Missouri
$47K
AIM
452
Anchor Investment Management
South Carolina
$45.1K
TCOV
453
Trust Company of Vermont
Vermont
$45K -$31.4K -169 -36%
BAM
454
Barrett Asset Management
New York
$45K
Fuller & Thaler Asset Management
455
Fuller & Thaler Asset Management
California
$44K +$54.2K +292 New
CAGAS
456
Capital Advisory Group Advisory Services
Minnesota
$43K -$602K -3,245 -92%
CA
457
Clearstead Advisors
Ohio
$41K +$50.5K +272 New
EFSCE
458
Enterprise Financial Services Corp (EFSC)
Missouri
$37K
WQ
459
Wealth Quarterback
New Jersey
$36.4K -$335K -1,806 -88%
AA
460
Advisory Alpha
Michigan
$36.2K +$1.67K +9 +4%
CAC
461
Certified Advisory Corp
Florida
$36K
AT
462
Arden Trust
Delaware
$36K +$44.9K +242 New
BAM
463
Bellevue Asset Management
Washington
$35K
CCM
464
Covington Capital Management
California
$35K
DOA
465
D'Orazio & Associates
Virginia
$35K
BEI
466
Benjamin Edwards Inc
Missouri
$34K +$26.5K +143 +177%
HPC
467
HM Payson & Co
Maine
$32K -$11.9K -64 -23%
BA
468
Ballast Advisors
Minnesota
$32K
RFA
469
Reilly Financial Advisors
California
$32K
M
470
MOTCO
Texas
$32K +$31.9K +172 +430%
IRC
471
Investors Research Corp
Georgia
$31K
CFN
472
Cordasco Financial Network
Florida
$30K
BMM
473
Berkshire Money Management
Massachusetts
$30K +$37.1K +200 New
BWM
474
Baystate Wealth Management
Massachusetts
$29K +$3.34K +18 +10%
VCM
475
Versant Capital Management
Arizona
$27K

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.