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Vanguard Small-Cap Growth ETF

807 hedge funds and large institutions have $6.42B invested in Vanguard Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $8.2M

19% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 273

6% less funds holding

Funds holding: 854807 (-47)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

8.31% less ownership

Funds ownership: 63.11%54.79% (-8.3%)

16% less capital invested

Capital invested by funds: $7.66B → $6.42B (-$1.24B)

33% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 100

Holders
807
Holders Change
-47
Holders Change %
-5.5%
% of All Funds
13.6%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.66%
New
67
Increased
325
Reduced
273
Closed
100
Calls
$22.1M
Puts
$8.2M
Net Calls
+$13.9M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$34.8M -$79.8K -368 -0.2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$34.2M +$1.87M +8,645 +5%
AFA
28
American Financial Advisors
Georgia
$34.1M -$88K -406 -0.2%
MGIA
29
Moneta Group Investment Advisors
Missouri
$32.8M +$15.8M +72,700 +77%
PWP
30
Perfromance Wealth Partners
Illinois
$32.4M -$436K -2,010 -1%
RFA
31
Radnor Financial Advisors
Pennsylvania
$30.9M +$959K +4,425 +3%
LNC
32
Lincoln National Corp
Pennsylvania
$30.4M +$2.97M +13,688 +10%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$29.2M -$774K -3,569 -2%
Members Trust
34
Members Trust
Florida
$27.6M +$6.33M +29,193 +26%
MA
35
MUFG Americas
New York
$25.2M +$3.6M +16,627 +15%
SFS
36
Summit Financial Strategies
Ohio
$25M +$320K +1,477 +1%
Stifel Financial
37
Stifel Financial
Missouri
$24.2M -$3.17M -14,610 -11%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$23.3M +$2.17M +10,017 +9%
Prudential Financial
39
Prudential Financial
New Jersey
$22.1M -$90.4K -417 -0.4%
MML Investors Services
40
MML Investors Services
Massachusetts
$22.1M +$1.04M +4,784 +4%
SCA
41
Spearhead Capital Advisors
Florida
$21.9M +$779K +3,593 +3%
IWA
42
Inspirion Wealth Advisors
Illinois
$21.7M +$318K +1,466 +1%
WPW
43
Waldron Private Wealth
Pennsylvania
$21.4M -$3.67M -16,933 -13%
I
44
INVST
Indiana
$20.2M -$467K -2,154 -2%
JP Morgan Chase
45
JP Morgan Chase
New York
$19.4M +$15.8M +72,818 +282%
Goldman Sachs
46
Goldman Sachs
New York
$19.4M -$369K -1,704 -2%
JC
47
Jentner Corp
Ohio
$19.1M +$1.97M +9,067 +10%
BRC
48
Bell Rock Capital
Delaware
$18.9M +$20.6M +94,873 +8,555%
BIA
49
BHK Investment Advisors
Alabama
$18.4M +$2.07M +9,541 +11%
BFA
50
Bragg Financial Advisors
North Carolina
$17.9M +$795K +3,666 +4%

VBK Hedge Fund Activity: Q2 2022 in Review

807 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2022, worth a combined $6.42B — down 16% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of VBK and 67 opened new positions — a net loss of 33 holders — while 273 trimmed existing stakes and 325 added.

The largest buyer was Bank of America, adding an estimated $91.5M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.27B.

  • 807 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2022, down from 854 in Q1 2022.
  • Funds reported $6.42B of Vanguard Small-Cap Growth ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 67 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2022 and 100 closed out, a net change of -33 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2022 was Bank of America, an estimated $91.5M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2022.