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Vanguard Small-Cap Growth ETF
VBK

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: 758 → 771 (+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: 43 → 43 (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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$122M
2
Wells Fargo
Wells Fargo
California
+$92.7M
3
AWM
AE Wealth Management
Kansas
+$50.5M
4
Franklin Resources
Franklin Resources
California
+$48.8M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$34.1M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$50.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
-$9.53M
3
FC
Ferris Capital
Massachusetts
-$7.45M
4
EWA
EP Wealth Advisors
California
-$6.03M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$49.4M +$1.53M +5,334 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$48.3M +$2.67M +9,313 +6%
Franklin Resources
28
Franklin Resources
California
$48.1M +$48.8M +170,498 +14,548%
BCM
29
Brookstone Capital Management
Illinois
$48.1M -$1.62M -5,665 -3%
AFA
30
American Financial Advisors
Georgia
$45.1M -$161K -564 -0.3%
RFA
31
Radnor Financial Advisors
Pennsylvania
$41.2M +$910K +3,178 +2%
LNC
32
Lincoln National Corp
Pennsylvania
$35.3M +$460K +1,606 +1%
SFS
33
Summit Financial Strategies
Ohio
$35M +$502K +1,752 +1%
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$34.4M +$34.1M +119,197 +3,231%
WPW
35
Waldron Private Wealth
Pennsylvania
$33.9M -$2.58M -9,017 -7%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$33.4M +$2M +6,977 +6%
MML Investors Services
37
MML Investors Services
Massachusetts
$32.9M +$484K +1,692 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$32.2M -$194K -678 -0.6%
Stifel Financial
39
Stifel Financial
Missouri
$30.8M +$467K +1,632 +2%
PPW
40
Parcion Private Wealth
Washington
$28.3M +$2.19M +7,660 +8%
IWA
41
Inspirion Wealth Advisors
Illinois
$27.2M +$959K +3,350 +4%
Members Trust
42
Members Trust
Florida
$26.4M +$126K +441 +0.5%
SCA
43
Spearhead Capital Advisors
Florida
$26.3M +$372K +1,300 +1%
PAG
44
Private Advisor Group
New Jersey
$24.3M +$8.58M +29,989 +53%
JC
45
Jentner Corp
Ohio
$22.6M +$634K +2,213 +3%
I
46
INVST
Indiana
$22.6M +$297K +1,039 +1%
MFW
47
Mosaic Family Wealth
Missouri
$22.5M +$445K +1,556 +2%
Goldman Sachs
48
Goldman Sachs
New York
$22.3M +$231K +806 +1%
BIA
49
BHK Investment Advisors
Alabama
$21M -$170K -593 -0.8%
BFA
50
Bragg Financial Advisors
North Carolina
$20.7M +$504K +1,761 +2%
1
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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.