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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
TC
526
Truvestments Capital
Florida
$59K +$54.2K +300 New
AWA
527
Arkadios Wealth Advisors
Georgia
$55.5K -$25.5K -141 -34%
CA
528
Clearstead Advisors
Ohio
$54K
CAC
529
Certified Advisory Corp
Florida
$52K +$3.61K +20 +8%
BEI
530
Benjamin Edwards Inc
Missouri
$50K +$5.24K +29 +13%
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$49K
DOA
532
D'Orazio & Associates
Virginia
$46K -$542 -3 -1%
BA
533
Ballast Advisors
Minnesota
$43K
HPC
534
HM Payson & Co
Maine
$42K
RFA
535
Reilly Financial Advisors
California
$42K
BAM
536
Bellevue Asset Management
Washington
$41K
IRC
537
Investors Research Corp
Georgia
$41K
CFN
538
Cordasco Financial Network
Florida
$40K
IBOK
539
Independence Bank of Kentucky
Kentucky
$39K +$14.4K +80 +70%
VCM
540
Versant Capital Management
Arizona
$37K
BWM
541
Baystate Wealth Management
Massachusetts
$36K -$3.25K -18 -9%
CAGAS
542
Capital Advisory Group Advisory Services
Minnesota
$35K -$20.8K -115 -39%
ME
543
McIlrath & Eck
Washington
$35K
WT
544
Washington Trust
Rhode Island
$34K
MWP
545
Meridian Wealth Partners
Pennsylvania
$34K +$30.3K +168 New
BWM
546
BerganKDV Wealth Management
Minnesota
$33K +$25.6K +142 +592%
BFC
547
Bedel Financial Consulting
Indiana
$32K
BCM
548
Bourgeon Capital Management
Connecticut
$30K
SFSG
549
Stearns Financial Services Group
North Carolina
$30K
WT
550
Whittier Trust
California
$30K

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.