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Vanguard Small-Cap Growth ETF

854 hedge funds and large institutions have $7.66B invested in Vanguard Small-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 321 increasing their positions, 295 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $8.49M

9.7% more ownership

Funds ownership: 53.41%63.11% (+9.7%)

9% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 295

5% less funds holding

Funds holding: 897854 (-43)

12% less capital invested

Capital invested by funds: $8.7B → $7.66B (-$1.04B)

19% less funds holding in top 10

Funds holding in top 10: 5242 (-10)

32% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 88

Holders
854
Holders Change
-43
Holders Change %
-4.79%
% of All Funds
13.47%
Holding in Top 10
42
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-19.23%
% of All Funds
0.66%
New
60
Increased
321
Reduced
295
Closed
88
Calls
$25.5M
Puts
$8.49M
Net Calls
+$17M
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
576
TFG Advisers
Michigan
$330K
PAS
577
Park Avenue Securities
New York
$329K +$26.3K +107 +9%
CWM
578
Comprehensive Wealth Management
Washington
$328K +$59.3K +241 +22%
CPA
579
Cardiff Park Advisors
California
$326K +$54.2K +220 +20%
AWM
580
Angeles Wealth Management
California
$324K +$321K +1,305 New
TFA
581
TPG Financial Advisors
Oregon
$322K -$28.3K -115 -8%
WAG
582
Winthrop Advisory Group
Massachusetts
$321K -$30.8K -125 -9%
SWM
583
Segment Wealth Management
Texas
$321K
NP
584
NorthRock Partners
Minnesota
$320K -$2.22K -9 -0.7%
CT
585
Caldwell Trust
Florida
$319K -$12.6K -51 -4%
KA
586
Kovack Advisors
Florida
$319K -$12.1K -49 -4%
PFO
587
Pathstone Family Office
New Jersey
$319K
WKWM
588
Walter & Keenan Wealth Management
Indiana
$316K +$19.9K +81 +7%
WDL
589
Well Done LLC
Michigan
$312K +$309K +1,256 New
KA
590
Klingman & Associates
New York
$310K -$25.9K -105 -8%
USCWA
591
U.S. Capital Wealth Advisors
Texas
$310K -$1.72K -7 -0.6%
CM
592
Capital Management
Virginia
$310K
AWM
593
Altium Wealth Management
New York
$309K -$41.4K -168 -12%
GWM
594
Gray Wealth Management
Maine
$308K +$9.6K +39 +3%
SFS
595
Strategic Financial Services
New York
$307K
TC
596
TownSquare Capital
Utah
$306K +$120K +489 +66%
XF
597
XML Financial
Maryland
$305K -$985 -4 -0.3%
WI
598
Wintrust Investments
Illinois
$305K
PAMG
599
Patton Albertson Miller Group
Tennessee
$303K -$61.6K -250 -17%
S
600
SignatureFD
Georgia
$301K +$14.3K +58 +5%

VBK Hedge Fund Activity: Q1 2022 in Review

854 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2022, worth a combined $7.66B — down 12% from $8.7B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of VBK and 60 opened new positions — a net loss of 28 holders — while 295 trimmed existing stakes and 321 added.

The largest buyer was Aaron Wealth Advisors, adding an estimated $1.44B. The largest seller was Bessemer Group, cutting an estimated $121M.

  • 854 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2022, down from 897 in Q4 2021.
  • Funds reported $7.66B of Vanguard Small-Cap Growth ETF stock for Q1 2022, down 12% quarter-over-quarter.
  • 60 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2022 and 88 closed out, a net change of -28 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.44B added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2022 was Bessemer Group, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2022.