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Vanguard Small-Cap Growth ETF
VBK

771 hedge funds and large institutions have $8.26B invested in Vanguard Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 310 increasing their positions, 206 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

50% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 206

2% more funds holding

Funds holding: 758 → 771 (+13)

1.11% more ownership

Funds ownership: 50.65% → 51.76% (+1.1%)

1% more capital invested

Capital invested by funds: $8.14B → $8.26B (+$113M)

0% more funds holding in top 10

Funds holding in top 10: 43 → 43 (0)

40% less call options, than puts

Call options by funds: $7.38M | Put options by funds: $12.3M

Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
13.5%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.75%
New
65
Increased
310
Reduced
206
Closed
33
Calls
$7.38M
Puts
$12.3M
Net Calls
-$4.93M
Net Calls Change
-$8.63M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$122M
2
Wells Fargo
Wells Fargo
California
+$92.7M
3
AWM
AE Wealth Management
Kansas
+$50.5M
4
Franklin Resources
Franklin Resources
California
+$48.8M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$34.1M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$50.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
-$9.53M
3
FC
Ferris Capital
Massachusetts
-$7.45M
4
EWA
EP Wealth Advisors
California
-$6.03M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
Clearstead Advisors
Ohio
$196K – – –
Barclays
627
Barclays
United Kingdom
$187K -$3.69M -12,894 -95%
OIA
628
Optimum Investment Advisors
Illinois
$180K -$271K -945 -60%
GKWIM
629
Gerber Kawasaki Wealth & Investment Management
California
$179K -$57.3K -200 -24%
WOC
630
West Oak Capital
California
$179K +$5.15K +18 +3%
CFA
631
Carroll Financial Associates
North Carolina
$175K +$152K +530 +552%
LWA
632
Lenox Wealth Advisors
New York
$167K – – –
NSIM
633
North Star Investment Management
Illinois
$165K – – –
ACA
634
Aptus Capital Advisors
Alabama
$163K +$4.87K +17 +3%
BCA
635
Berman Capital Advisors
Georgia
$160K – – –
JWBC
636
John W. Brooker & Co
California
$159K – – –
GI
637
Gradient Investments
Minnesota
$157K +$7.44K +26 +5%
Lazard Asset Management
638
Lazard Asset Management
New York
$154K – – –
BWA
639
BDO Wealth Advisors
Florida
$152K +$286 +1 +0.2%
HIA
640
Harbor Investment Advisory
Maryland
$150K – – –
IRC
641
Investors Research Corp
Georgia
$149K -$5.15K -18 -3%
PO
642
Private Ocean
California
$146K – – –
AWMS
643
Advocacy Wealth Management Services
Georgia
$142K – – –
LB
644
Legacy Bridge
Iowa
$132K – – –
RFA
645
Reilly Financial Advisors
California
$116K – – –
PSB
646
Piscataqua Savings Bank
New Hampshire
$115K – – –
PB
647
Pinnacle Bancorp
Nebraska
$112K -$18.6K -65 -14%
BAM
648
Belpointe Asset Management
Nevada
$112K +$114K +397 New
SBL
649
Sargent Bickham Lagudis
Colorado
$109K -$55.5K -194 -33%
FDCDDQ
650
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$286 -1 -0.3%
24 25
26
27 28

VBK Hedge Fund Activity: Q3 2021 in Review

771 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2021, worth a combined $8.26B — up 1.4% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VBK positions and 33 closed out — a net gain of 32 holders — while 310 added to existing stakes and 206 trimmed.

The largest buyer was Bank of America, adding an estimated $122M. The largest seller was Vanguard Group, cutting an estimated $50.2M.

  • 771 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2021, up from 758 in Q2 2021.
  • Funds reported $8.26B of Vanguard Small-Cap Growth ETF stock for Q3 2021, up 1.4% quarter-over-quarter.
  • 65 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2021 and 33 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2021 was Bank of America, an estimated $122M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2021 was Vanguard Group, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2021.