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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
VNA
451
Valley National Advisers
Pennsylvania
$227K
KBFS
452
Kohmann Bosshard Financial Services
Ohio
$227K +$205K +1,135 New
DI
453
DFPG Investments
Utah
$225K +$201K +1,116 New
PA
454
Parkside Advisors
California
$224K -$76K -421 -27%
CG
455
CFO4Life Group
Texas
$224K +$203K +1,123 New
SIC
456
Salem Investment Counselors
North Carolina
$223K +$101K +557 +99%
TI
457
Trexquant Investment
Connecticut
$221K -$648K -3,592 -76%
SCM
458
Shelton Capital Management
Colorado
$220K +$199K +1,100 New
NWP
459
Northstar Wealth Partners
Connecticut
$219K +$198K +1,097 New
TA
460
TFG Advisers
Michigan
$217K +$196K +1,088 New
SBL
461
Sargent Bickham Lagudis
Colorado
$216K +$89.9K +498 +86%
AWM
462
Apollon Wealth Management
South Carolina
$215K +$194K +1,075 New
APSP
463
Asset Planning Services (Pennsylvania)
Pennsylvania
$215K +$194K +1,075 New
WA
464
Wealth Alliance
New York
$215K +$194K +1,076 New
CFG
465
Citizens Financial Group
Rhode Island
$210K -$189K -1,047 -50%
BAS
466
Brown Advisory Securities
Maryland
$210K -$97.5K -540 -34%
MAS
467
Managed Account Services
Florida
$208K +$182K +1,006 New
APG
468
Abacus Planning Group
South Carolina
$208K +$188K +1,040 New
NL
469
NWAM LLC
Washington
$208K +$188K +1,040 New
KWM
470
Kingsview Wealth Management
Oregon
$206K -$636K -3,524 -77%
SB
471
Strategic Blueprint
Georgia
$206K +$186K +1,031 New
PFG
472
PAX Financial Group
Texas
$205K +$186K +1,028 New
APP
473
Avantax Planning Partners
Iowa
$204K -$344K -1,904 -65%
CCM
474
Coe Capital Management
Illinois
$204K +$184K +1,020 New
NEWAS
475
N.E.W. Advisory Services
Wisconsin
$204K +$184K +1,021 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.