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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
AW
476
ACG Wealth
Georgia
$204K +$185K +1,023 New
MFT
477
Moisand Fitzgerald Tamayo
Florida
$197K +$19.1K +106 +12%
PFBT
478
Parkside Financial Bank & Trust
Missouri
$194K
GRP
479
Global Retirement Partners
California
$190K -$117K -650 -41%
AIA
480
Arcadia Investment Advisors
Idaho
$185K -$105K -581 -39%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K
CFGS
482
Concourse Financial Group Securities
Alabama
$165K +$9.75K +54 +7%
TFS
483
TrustCore Financial Services
Tennessee
$159K
FHA
484
Flagship Harbor Advisors
Massachusetts
$150K
EDRH
485
Edmond de Rothschild Holding
Switzerland
$150K +$30.7K +170 +29%
VFA
486
Valeo Financial Advisors
Indiana
$143K -$5.96K -33 -4%
FANJ
487
Financial Architects (New Jersey)
New Jersey
$140K
MLFP
488
MPS Loria Financial Planners
Illinois
$139K +$126K +697 New
JGIA
489
Jackson Grant Investment Advisers
Connecticut
$138K
S
490
SignatureFD
Georgia
$138K
PA
491
Procyon Advisors
Connecticut
$135K
WEC
492
Winslow Evans & Crocker
Massachusetts
$131K -$10.3K -57 -8%
CAL
493
Capital Advisors Ltd
Ohio
$126K +$3.97K +22 +4%
Bank of Montreal
494
Bank of Montreal
Ontario, Canada
$120K -$48.6K -269 -31%
TH
495
TCTC Holdings
Texas
$120K +$108K +600 New
LWA
496
Lenox Wealth Advisors
New York
$119K
BAM
497
Belpointe Asset Management
Nevada
$118K +$107K +591 New
JWBC
498
John W. Brooker & Co
California
$114K
ACA
499
Aptus Capital Advisors
Alabama
$113K +$97.5K +540 +1,862%
Lazard Asset Management
500
Lazard Asset Management
New York
$109K

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.