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Vanguard Small-Cap Growth ETF
VBK

758 hedge funds and large institutions have $8.14B invested in Vanguard Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 300 increasing their positions, 226 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $7.69M

33% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 226

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

8% more funds holding in top 10

Funds holding in top 10: 40 → 43 (+3)

7% more capital invested

Capital invested by funds: $7.58B → $8.14B (+$561M)

0.7% more ownership

Funds ownership: 49.96% → 50.65% (+0.7%)

1% more funds holding

Funds holding: 754 → 758 (+4)

Holders
758
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
13.19%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
63
Increased
300
Reduced
226
Closed
49
Calls
$11.4M
Puts
$7.69M
Net Calls
+$3.7M
Net Calls Change
+$13.3M

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$48.8M
2
SFS
Summit Financial Strategies
Ohio
+$34.5M
3
AssetMark Inc
AssetMark Inc
California
+$15.2M
4
QI
QS Investors
New York
+$13.6M
5
IA
IndexIQ Advisors
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
AWM
Affinity Wealth Management
Delaware
-$31.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.6M
3
Ameriprise
Ameriprise
Minnesota
-$12M
4
Bank of America
Bank of America
North Carolina
-$11.7M
5
KIM
Karpus Investment Management
New York
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$53.9M +$5.67M +20,263 +12%
BCM
27
Brookstone Capital Management
Illinois
$49.7M +$48.8M +174,336 +22,670%
HighTower Advisors
28
HighTower Advisors
Illinois
$49.5M +$2.28M +8,152 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$47.3M +$789K +2,821 +2%
AFA
30
American Financial Advisors
Georgia
$46.8M +$354K +1,266 +0.8%
RFA
31
Radnor Financial Advisors
Pennsylvania
$41.7M +$834K +2,980 +2%
WPW
32
Waldron Private Wealth
Pennsylvania
$37.7M -$1.87M -6,689 -5%
LNC
33
Lincoln National Corp
Pennsylvania
$36.1M +$4.34M +15,500 +14%
SFS
34
Summit Financial Strategies
Ohio
$35.7M +$34.5M +123,219 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$33.5M -$6.11M -21,853 -16%
MML Investors Services
36
MML Investors Services
Massachusetts
$33.5M +$2.38M +8,496 +8%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$32.5M +$725K +2,590 +2%
Stifel Financial
38
Stifel Financial
Missouri
$31.4M -$457K -1,633 -1%
AWM
39
AE Wealth Management
Kansas
$28.9M +$2.29M +8,196 +9%
IWA
40
Inspirion Wealth Advisors
Illinois
$27.2M +$925K +3,305 +4%
Members Trust
41
Members Trust
Florida
$27M +$4.03M +14,408 +18%
SCA
42
Spearhead Capital Advisors
Florida
$26.8M +$320K +1,145 +1%
PPW
43
Parcion Private Wealth
Washington
$26.2M +$967K +3,456 +4%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$25.1M -$789K -2,819 -3%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$24.9M – – –
MFW
46
Mosaic Family Wealth
Missouri
$22.9M +$81.1K +290 +0.4%
Goldman Sachs
47
Goldman Sachs
New York
$22.8M +$5.87M +20,998 +36%
JC
48
Jentner Corp
Ohio
$22.8M +$717K +2,563 +3%
I
49
INVST
Indiana
$22M -$214K -766 -1%
BIA
50
BHK Investment Advisors
Alabama
$21.9M +$698K +2,495 +3%
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VBK Hedge Fund Activity: Q2 2021 in Review

758 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2021, worth a combined $8.14B — up 7.4% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VBK positions and 49 closed out — a net gain of 14 holders — while 300 added to existing stakes and 226 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $48.8M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $31.1M sold.

  • 758 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2021, up from 754 in Q1 2021.
  • Funds reported $8.14B of Vanguard Small-Cap Growth ETF stock for Q2 2021, up 7.4% quarter-over-quarter.
  • 63 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2021 and 49 closed out, a net change of +14 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $48.8M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2021 was Affinity Wealth Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q2 2021.