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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
BWA
501
BDO Wealth Advisors
Florida
$108K -$2.71K -15 -3%
NSIM
502
North Star Investment Management
Illinois
$108K
RDWM
503
Red Door Wealth Management
Tennessee
$106K
CT
504
Caldwell Trust
Florida
$105K +$27.1K +150 +40%
PO
505
Private Ocean
California
$103K
HIA
506
Harbor Investment Advisory
Maryland
$102K
TFGT
507
TS Financial Group (TSFG)
Illinois
$97K -$542 -3 -0.6%
LB
508
Legacy Bridge
Iowa
$94K
PB
509
Pinnacle Bancorp
Nebraska
$93K
OC
510
Oakworth Capital
Alabama
$91K
NSB
511
Norway Savings Bank
Maine
$77K -$4.51K -25 -6%
FWM
512
Filbrandt Wealth Management
Wisconsin
$77K
AA
513
Ancora Advisors
Ohio
$75K
BlackRock
514
BlackRock
New York
$73K -$1.63K -9 -2%
CAAS
515
Capital Asset Advisory Services
Michigan
$70K -$128K -709 -68%
JFA
516
JNBA Financial Advisors
Minnesota
$70K
OPS
517
Orion Portfolio Solutions
Nebraska
$69K -$72.7K -403 -54%
HF
518
Halpern Financial
Virginia
$68.5K +$61.9K +343 New
SSB
519
Sandy Spring Bank
Maryland
$68K -$4.87K -27 -7%
PC
520
Permanens Capital
New York
$63K -$22.6K -125 -28%
PAI
521
Pittenger & Anderson Inc
Nebraska
$63K -$7.22K -40 -11%
BAMG
522
Brand Asset Management Group
Missouri
$62K
BAM
523
Barrett Asset Management
New York
$60K
TCOV
524
Trust Company of Vermont
Vermont
$60K
AIM
525
Anchor Investment Management
South Carolina
$59.9K

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.