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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
RT
551
Rockland Trust
Massachusetts
$311K
MAS
552
Managed Account Services
Florida
$309K -$2.29K -8 -0.7%
THWM
553
Taylor Hoffman Wealth Management
Virginia
$308K +$17.5K +61 +6%
GGS
554
Galvin Gaustad & Stein
Arizona
$305K
GSEP
555
Golden State Equity Partners
California
$304K +$21.5K +75 +7%
WKWM
556
Walter & Keenan Wealth Management
Indiana
$300K +$307K +1,072 New
VNA
557
Valley National Advisers
Pennsylvania
$299K
BAS
558
Brown Advisory Securities
Maryland
$293K
IBOK
559
Independence Bank of Kentucky
Kentucky
$292K +$18.6K +65 +7%
APG
560
Abacus Planning Group
South Carolina
$291K
CA
561
Calton & Associates
Florida
$289K -$2.86K -10 -1%
APSP
562
Asset Planning Services (Pennsylvania)
Pennsylvania
$289K
FA
563
FDx Advisors
Illinois
$289K +$286 +1 +0.1%
PPA
564
Parametric Portfolio Associates
Washington
$287K -$1.72K -6 -0.6%
AW
565
ACG Wealth
Georgia
$287K
SPL
566
Smart Portfolios LLC
Washington
$282K
TFS
567
TrustCore Financial Services
Tennessee
$281K
MFT
568
Moisand Fitzgerald Tamayo
Florida
$280K +$8.02K +28 +3%
WT
569
Whittier Trust
California
$279K
AFAS
570
Acorn Financial Advisory Services
Virginia
$277K -$9.45K -33 -3%
AWA
571
Alaska Wealth Advisors
Alaska
$274K -$5.72K -20 -2%
CGA
572
Crescent Grove Advisors
Illinois
$269K
SAM
573
Silvercrest Asset Management
New York
$269K
EWM
574
Echo Wealth Management
Minnesota
$264K
MAG
575
Mokosak Advisory Group
Iowa
$263K +$267K +934 New

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.