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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
WFA
551
Wells Financial Advisors
Massachusetts
$301K -$2.17K -10 -0.7%
SIC
552
Sigma Investment Counselors
Michigan
$300K -$140K -647 -30%
IA
553
IFG Advisory
Georgia
$299K -$7.37K -34 -2%
DW
554
Domani Wealth
Pennsylvania
$299K
SWA
555
Stratos Wealth Advisors
Ohio
$298K +$22.8K +105 +7%
RMDI
556
R.M. Davis Inc
Maine
$296K +$5.85K +27 +2%
KA
557
Kovack Advisors
Florida
$293K +$43.6K +201 +16%
NEWAS
558
N.E.W. Advisory Services
Wisconsin
$285K -$240K -1,108 -43%
CIC
559
Cutler Investment Counsel
Oregon
$284K
CPA
560
Cardiff Park Advisors
California
$283K +$26.7K +123 +9%
SCM
561
SOL Capital Management
Maryland
$283K +$61.8K +285 +25%
USCWA
562
U.S. Capital Wealth Advisors
Texas
$280K +$36.9K +170 +14%
NL
563
NWAM LLC
Washington
$280K +$39.5K +182 +15%
GRP
564
Global Retirement Partners
California
$278K +$2.6K +12 +0.9%
SAM
565
Silvercrest Asset Management
New York
$275K
ZB
566
Zions Bancorporation
Utah
$274K
SEP
567
Southland Equity Partners
Missouri
$274K +$46.2K +213 +18%
SWP
568
Strategic Wealth Partners
Ohio
$272K +$300K +1,382 New
BBA
569
BLB&B Advisors
Pennsylvania
$271K +$52.9K +244 +22%
MBTD
570
Mechanics Bank - Trust Department
California
$271K +$298K +1,375 New
CT
571
Caldwell Trust
Florida
$270K +$17.8K +82 +6%
BPFA
572
Barnes Pettey Financial Advisors
Mississippi
$269K +$296K +1,366 New
NCM
573
Narwhal Capital Management
Georgia
$266K +$293K +1,350 New
LW
574
Linscomb Wealth
Texas
$265K -$19.9K -92 -6%
TA
575
TFG Advisers
Michigan
$260K -$2.17K -10 -0.8%

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.