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Vanguard Small-Cap Growth ETF

807 hedge funds and large institutions have $6.42B invested in Vanguard Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $8.2M

19% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 273

6% less funds holding

Funds holding: 854807 (-47)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

8.31% less ownership

Funds ownership: 63.11%54.79% (-8.3%)

16% less capital invested

Capital invested by funds: $7.66B → $6.42B (-$1.24B)

33% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 100

Holders
807
Holders Change
-47
Holders Change %
-5.5%
% of All Funds
13.6%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.66%
New
67
Increased
325
Reduced
273
Closed
100
Calls
$22.1M
Puts
$8.2M
Net Calls
+$13.9M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
526
HC Advisors
Georgia
$335K
BOPW
527
Brandywine Oak Private Wealth
Pennsylvania
$333K
UI
528
Unconventional Investor
New Hampshire
$332K +$32.7K +151 +10%
IAG
529
Investmark Advisory Group
Connecticut
$327K +$360K +1,660 New
IWN
530
Independent Wealth Network
Iowa
$326K +$9.32K +43 +3%
CWM
531
Circle Wealth Management
New Jersey
$325K -$600K -2,767 -63%
AIM
532
Anchor Investment Management
South Carolina
$325K -$44.7K -206 -11%
AMM
533
American Money Management
California
$324K +$434 +2 +0.1%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$323K -$64.6K -298 -15%
OPS
535
Orion Portfolio Solutions
Nebraska
$321K -$76.7K -354 -18%
VFP
536
Verus Financial Partners
Virginia
$321K
DWM
537
Dopkins Wealth Management
New York
$320K +$217 +1 +0.1%
TWM
538
Thrive Wealth Management
Pennsylvania
$320K +$44.4K +205 +14%
NP
539
NorthRock Partners
Minnesota
$316K +$68.3K +315 +24%
HWM
540
Hemington Wealth Management
Virginia
$315K -$19.9K -92 -5%
JWM
541
Jeppson Wealth Management
California
$315K +$434 +2 +0.1%
SAM
542
S.A. Mason
Michigan
$314K
Deutsche Bank
543
Deutsche Bank
Germany
$313K -$75.2K -347 -18%
LDB
544
Lee, Danner & Bass
Tennessee
$313K
MMHP
545
Murphy Middleton Hinkle & Parker
Georgia
$312K
CHA
546
Carmichael Hill & Associates
Maryland
$308K -$25.8K -119 -7%
Neuberger Berman Group
547
Neuberger Berman Group
New York
$307K -$17.6K -81 -5%
DI
548
DAGCO Inc
Ohio
$307K
MLA
549
My Legacy Advisors
Oregon
$305K -$104K -480 -24%
SI
550
Saxon Interests
Texas
$303K +$116K +534 +53%

VBK Hedge Fund Activity: Q2 2022 in Review

807 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2022, worth a combined $6.42B — down 16% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of VBK and 67 opened new positions — a net loss of 33 holders — while 273 trimmed existing stakes and 325 added.

The largest buyer was Bank of America, adding an estimated $91.5M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.27B.

  • 807 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2022, down from 854 in Q1 2022.
  • Funds reported $6.42B of Vanguard Small-Cap Growth ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 67 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2022 and 100 closed out, a net change of -33 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2022 was Bank of America, an estimated $91.5M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2022.