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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
TNB
576
TCF National Bank
South Dakota
-$254K -1,278 Closed
AF
577
Apexium Financial
Texas
-$253K -1,272 Closed
THWM
578
Taylor Hoffman Wealth Management
Virginia
-$252K -1,269 Closed
FT
579
Fiduciary Trust
Massachusetts
-$251K -1,265 Closed
VCA
580
Verdence Capital Advisors
Maryland
-$249K -1,254 Closed
CM
581
Capital Management
Virginia
-$248K -1,250 Closed
XF
582
XML Financial
Maryland
-$245K -1,231 Closed
VDFA
583
Vickerman & Driscoll Financial Advisors
Washington
-$243K -1,224 Closed
PCA
584
Personal Capital Advisors
California
-$242K -1,220 Closed
RC
585
Rovin Capital
Arizona
-$241K -1,215 Closed
UR
586
USCA RIA
Texas
-$241K -1,211 Closed
DI
587
DFPG Investments
Utah
-$247K -1,210 Closed
NWP
588
Northstar Wealth Partners
Connecticut
-$239K -1,204 Closed
BCA
589
Bay Colony Advisors
Massachusetts
-$247K -1,202 Closed
PFG
590
PAX Financial Group
Texas
-$250K -1,198 Closed
RT
591
Rockland Trust
Massachusetts
-$236K -1,184 Closed
BAM
592
Belpointe Asset Management
Nevada
-$235K -1,181 Closed
PBF
593
Petix & Botte Financial
California
-$232K -1,167 Closed
MAG
594
Mokosak Advisory Group
Iowa
-$231K -1,162 Closed
AWM
595
Altium Wealth Management
New York
-$228K -1,148 Closed
DWT
596
Dorsey & Whitney Trust
South Dakota
-$228K -1,148 Closed
SWPG
597
Strategic Wealth Partners Group
Illinois
-$226K -1,136 Closed
CG
598
CFO4Life Group
Texas
-$223K -1,123 Closed
AW
599
ACG Wealth
Georgia
-$222K -1,116 Closed
FIM
600
Frontier Investment Management
Texas
-$220K -1,106 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.