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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
BBHC
626
Brown Brothers Harriman & Co
New York
-$75K -500 Closed
GSWM
627
Golden State Wealth Management
California
-$71K -472 Closed
PCA
628
Providence Capital Advisors
North Carolina
-$57K -382 Closed
Fuller & Thaler Asset Management
629
Fuller & Thaler Asset Management
California
-$44K -292 Closed
AT
630
Arden Trust
Delaware
-$36K -242 Closed
WQ
631
Wealth Quarterback
New Jersey
-$36.4K -242 Closed
CCM
632
Covington Capital Management
California
-$35K -230 Closed
AA
633
Advisory Alpha
Michigan
-$36.2K -220 Closed
BMM
634
Berkshire Money Management
Massachusetts
-$30K -200 Closed
JFGIW
635
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$18K -118 Closed
FGAM
636
Financial Gravity Asset Management
Texas
-$17 -113 Closed
EWM
637
EPG Wealth Management
Georgia
-$14K -93 Closed
DWM
638
Darwin Wealth Management
Florida
-$9K -66 Closed
SW
639
SVB Wealth
Massachusetts
-$4K -30 Closed
CAN
640
Claraphi Advisory Network
United States
-$3K -19 Closed
CP
641
Corbenic Partners
Pennsylvania
-$2K -13 Closed
QAM
642
QCI Asset Management
New York
-$1K -7 Closed
GWMIA
643
Global Wealth Management Investment Advisory
Florida
-$903 -5 -83%
EWP
644
Engrave Wealth Partners
Texas
+$903 +5 New

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.