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Vanguard Small-Cap Growth ETF

533 hedge funds and large institutions have $3.88B invested in Vanguard Small-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 170 increasing their positions, 207 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

2.23% more ownership

Funds ownership: 49.64%51.87% (+2.2%)

3% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.9M

11% less funds holding

Funds holding: 596533 (-63)

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 207

20% less capital invested

Capital invested by funds: $4.87B → $3.88B (-$996M)

47% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 108

Holders
533
Holders Change
-63
Holders Change %
-10.57%
% of All Funds
11.75%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
57
Increased
170
Reduced
207
Closed
108
Calls
$1.96M
Puts
$1.9M
Net Calls
+$58K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
501
HCR Wealth Advisors
California
$9K
DWM
502
Darwin Wealth Management
Florida
$9K +$12.2K +66 New
CIAS
503
Capital Investment Advisory Services
North Carolina
$8K +$8.17K +44 +440%
AF
504
Affiance Financial
Minnesota
$7K
DAC
505
Dividend Assets Capital
South Carolina
$7K
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$7K
TL
507
TrueWealth LLC
Georgia
$7K
LFG
508
Larson Financial Group
Missouri
$7K +$371 +2 +5%
FP
509
Financial Perspectives
Minnesota
$6.31K
1IA
510
1834 Investment Advisors
Wisconsin
$6K
FCA
511
FinTrust Capital Advisors
South Carolina
$5K -$18.6K -100 -75%
BL
512
Balentine LLC
Georgia
$5K
CWP
513
CFM Wealth Partners
Texas
$5K
MAWCM
514
Mine & Arao Wealth Creation & Management
California
$5K +$5.57K +30 New
SW
515
SVB Wealth
Massachusetts
$4K -$430K -2,318 -99%
CI
516
CX Institutional
Indiana
$4K -$2.23K -12 -30%
AIC
517
Archer Investment Corporation
Indiana
$4K
BWM
518
BerganKDV Wealth Management
Minnesota
$4K
FMTCOCP
519
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
ACA
520
Aptus Capital Advisors
Alabama
$4K +$5.38K +29 New
SIS
521
SVB Investment Services
Utah
$3K
TCM
522
Tradewinds Capital Management
Washington
$3K
CAN
523
Claraphi Advisory Network
United States
$3K +$3.53K +19 New
AWM
524
AllSquare Wealth Management
New York
$2K
GWS
525
Glassman Wealth Services
Virginia
$2K

VBK Hedge Fund Activity: Q1 2020 in Review

533 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2020, worth a combined $3.88B — down 20% from $4.87B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of VBK and 57 opened new positions — a net loss of 51 holders — while 207 trimmed existing stakes and 170 added.

The largest buyer was Bank of America, adding an estimated $91.1M. The largest seller was QS Investors, cutting an estimated $35.4M.

  • 533 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2020, down from 596 in Q4 2019.
  • Funds reported $3.88B of Vanguard Small-Cap Growth ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 57 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2020 and 108 closed out, a net change of -51 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2020 was Bank of America, an estimated $91.1M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2020 was QS Investors, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2020.