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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
KPWS
526
Kestra Private Wealth Services
Texas
$353K +$42.7K +149 +13%
USCWA
527
U.S. Capital Wealth Advisors
Texas
$352K +$360K +1,258 New
HCIA
528
Hochman Cole Investment Advisors
Illinois
$351K -$29.5K -103 -8%
W
529
Wealthquest
Ohio
$350K -$6.3K -22 -2%
CM
530
Capital Management
Virginia
$350K
SCA
531
STALEY CAPITAL ADVISERS
Pennsylvania
$347K
SFS
532
Strategic Financial Services
New York
$347K
XF
533
XML Financial
Maryland
$346K
BWM
534
BNC Wealth Management
Oregon
$343K +$350K +1,224 New
W
535
WealthOne
New York
$342K -$12.6K -44 -3%
SCA
536
Snowden Capital Advisors
New York
$342K -$6.3K -22 -2%
GT
537
Glenview Trust
Kentucky
$336K
WI
538
Wintrust Investments
Illinois
$336K
SVWAG
539
Sound View Wealth Advisors Group
Georgia
$334K
WA
540
WBH Advisory
Maryland
$332K
WS
541
Wedbush Securities
California
$331K +$92.2K +322 +38%
SCM
542
SOL Capital Management
Maryland
$323K +$14.3K +50 +5%
GWM
543
Gray Wealth Management
Maine
$322K
SFG
544
Sather Financial Group
Texas
$320K
CFG
545
Citizens Financial Group
Rhode Island
$320K +$24K +84 +8%
Lido Advisors
546
Lido Advisors
California
$318K -$5.72K -20 -2%
HC
547
Hamilton Capital
Ohio
$318K +$325K +1,135 New
IP
548
Intellectus Partners
California
$317K
FANJ
549
Financial Architects (New Jersey)
New Jersey
$312K +$9.16K +32 +3%
PL
550
Plancorp LLC
Missouri
$311K -$28.6K -100 -8%

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.