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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
CAL
576
Capital Analysts LLC
Pennsylvania
$9K -$11.7K -65 -59%
AF
577
Affiance Financial
Minnesota
$9K
DAC
578
Dividend Assets Capital
South Carolina
$9K
TL
579
TrueWealth LLC
Georgia
$9K
LFG
580
Larson Financial Group
Missouri
$9K +$181 +1 +2%
FP
581
Financial Perspectives
Minnesota
$8.38K
M
582
MOTCO
Texas
$8K -$31K -172 -81%
1IA
583
1834 Investment Advisors
Wisconsin
$8K
WB
584
West Bancorporation
Iowa
$8K +$7.04K +39 New
HFA
585
Hoover Financial Advisors
Pennsylvania
$8K +$7.22K +40 New
FCA
586
FinTrust Capital Advisors
South Carolina
$7K
BL
587
Balentine LLC
Georgia
$6K
CWP
588
CFM Wealth Partners
Texas
$6K
MAWCM
589
Mine & Arao Wealth Creation & Management
California
$6K
PWMG
590
Prestige Wealth Management Group
New Jersey
$6K +$5.24K +29 New
FMTCOCP
591
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K
AIC
592
Archer Investment Corporation
Indiana
$4.59K
SIS
593
SVB Investment Services
Utah
$4K
TCM
594
Tradewinds Capital Management
Washington
$4K
TCM
595
TD Capital Management
Tennessee
$4K +$3.43K +19 New
CAM
596
Costello Asset Management
Pennsylvania
$4K +$3.61K +20 New
WAS
597
Winch Advisory Services
Wisconsin
$4K +$3.61K +20 New
AWM
598
AllSquare Wealth Management
New York
$3K
GWS
599
Glassman Wealth Services
Virginia
$3K
TSW
600
Thompson Siegel & Walmsley
Virginia
$3K

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.