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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
ST
551
Smithfield Trust
Pennsylvania
$29K
MPCG
552
Matrix Private Capital Group
New York
$29K +$1.08K +6 +4%
PWM
553
Provident Wealth Management
Tennessee
$29K +$26.4K +146 New
TF
554
Tompkins Financial
New York
$28K
HDIM
555
Hanson & Doremus Investment Management
Vermont
$27K
IF
556
Ironwood Financial
Arizona
$26K
FCM
557
Firestone Capital Management
Florida
$25K
CIAS
558
Capital Investment Advisory Services
North Carolina
$25K +$13.2K +73 +135%
SWA
559
Sutton Wealth Advisors
Florida
$24.8K
RG
560
Retirement Group
California
$22K +$19.5K +108 New
GEA
561
Glen Eagle Advisors
New Jersey
$22K
BW
562
Bison Wealth
Georgia
$20K -$68.8K -381 -79%
LS
563
Leelyn Smith
Illinois
$20K -$2.35K -13 -11%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$20K
APC
565
Aspire Private Capital
North Carolina
$20K +$17.9K +99 New
WCG
566
Weaver Consulting Group
California
$20K +$18.1K +100 New
VCM
567
Vigilant Capital Management
Maine
$19K -$71.7K -397 -81%
CWM
568
Campbell Wealth Management
Virginia
$19K +$17.3K +96 New
CB
569
Community Bank
New York
$18K
MF
570
Manchester Financial
California
$13K
PFGIA
571
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$3.43K +19 +40%
GAM
572
Gemmer Asset Management
California
$12K
SFSIG
573
San Francisco Sentry Investment Group
California
$12K
PIMG
574
Patriot Investment Management Group
Tennessee
$12K +$10.8K +60 New
HWA
575
HCR Wealth Advisors
California
$11K

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.