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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
LCM
551
Leisure Capital Management
California
-$741K -3,728 Closed
PAS
552
Park Avenue Securities
New York
-$729K -3,670 Closed
Franklin Resources
553
Franklin Resources
California
-$695K -3,500 Closed
PD
554
Planning Directions
Pennsylvania
-$628K -3,159 Closed
AI
555
Atria Investments
North Carolina
-$588K -2,958 Closed
SW
556
SkyOak Wealth
Michigan
-$542K -2,730 Closed
WS
557
Wedbush Securities
California
-$473K -2,380 Closed
CG
558
Cutler Group
California
-$417K -2,099 Closed
CAM
559
Congress Asset Management
Massachusetts
-$393K -1,979 Closed
LWM
560
Laidlaw Wealth Management
New York
-$384K -1,932 Closed
GIA
561
Gladstone Institutional Advisory
Florida
-$382K -1,921 Closed
MIH
562
Meitav Investment House
Israel
-$378K -1,900 Closed
Renaissance Technologies
563
Renaissance Technologies
New York
-$378K -1,900 Closed
TPA
564
Trivium Point Advisory
Connecticut
-$365K -1,835 Closed
CAG
565
Curtis Advisory Group
California
-$361K -1,817 Closed
WIC
566
Whitegate Investment Counselors
New Hampshire
-$352K -1,770 Closed
HA
567
HC Advisors
Georgia
-$338K -1,699 Closed
PAG
568
Private Advisory Group
Washington
-$326K -1,643 Closed
APW
569
Aurora Private Wealth
New Jersey
-$323K -1,628 Closed
HWM
570
Hohimer Wealth Management
Washington
-$294K -1,478 Closed
PWM
571
Perigon Wealth Management
California
-$283K -1,416 Closed
EVM
572
Eaton Vance Management
Massachusetts
-$281K -1,414 Closed
SWM
573
Segment Wealth Management
Texas
-$257K -1,295 Closed
PL
574
Plancorp LLC
Missouri
-$256K -1,286 Closed
SAM
575
Silvercrest Asset Management
New York
-$255K -1,285 Closed

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.