We are live on ! Find out more
VBK icon

Vanguard Small-Cap Growth ETF

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: 758771 (+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: 4343 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
476
American Money Management
California
$460K +$470K +1,643 New
GFP
477
Gryphon Financial Partners
Ohio
$453K +$463K +1,617 New
AWA
478
Arkadios Wealth Advisors
Georgia
$451K
JWM
479
Jeppson Wealth Management
California
$449K +$286 +1 +0.1%
SAM
480
S.A. Mason
Michigan
$448K
LDB
481
Lee, Danner & Bass
Tennessee
$446K
AC
482
Alexandria Capital
Virginia
$442K
CC
483
Cassaday & Co
Virginia
$441K
MMHP
484
Murphy Middleton Hinkle & Parker
Georgia
$440K
ADL
485
Asset Dedication LLC
California
$440K +$22.3K +78 +5%
AIA
486
Angeles Investment Advisors
California
$436K -$12.9K -45 -3%
IA
487
IFG Advisors
Missouri
$431K
WFA
488
Wells Financial Advisors
Massachusetts
$431K
CWM
489
Circle Wealth Management
New Jersey
$429K
5L
490
55I LLC
Massachusetts
$429K +$73K +255 +20%
RMDI
491
R.M. Davis Inc
Maine
$424K +$12.3K +43 +3%
PCH
492
PGIM Custom Harvest
New Jersey
$418K +$427K +1,492 New
PAMG
493
Patton Albertson Miller Group
Tennessee
$412K -$7.16K -25 -2%
MFA
494
McClarren Financial Advisors
Pennsylvania
$409K +$257K +897 +159%
CIC
495
Cutler Investment Counsel
Oregon
$408K +$573 +2 +0.1%
AF
496
Advisornet Financial
Minnesota
$406K +$63.3K +221 +18%
ST
497
Smithfield Trust
Pennsylvania
$405K
GRP
498
Global Retirement Partners
California
$404K +$16K +56 +4%
LW
499
Linscomb Wealth
Texas
$403K
WAG
500
Winthrop Advisory Group
Massachusetts
$401K -$2.29K -8 -0.6%

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.