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Vanguard Small-Cap Growth ETF

807 hedge funds and large institutions have $6.42B invested in Vanguard Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 325 increasing their positions, 273 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $8.2M

19% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 273

6% less funds holding

Funds holding: 854807 (-47)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

8.31% less ownership

Funds ownership: 63.11%54.79% (-8.3%)

16% less capital invested

Capital invested by funds: $7.66B → $6.42B (-$1.24B)

33% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 100

Holders
807
Holders Change
-47
Holders Change %
-5.5%
% of All Funds
13.6%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.66%
New
67
Increased
325
Reduced
273
Closed
100
Calls
$22.1M
Puts
$8.2M
Net Calls
+$13.9M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
NF
626
Norwood Financial
Pennsylvania
$184K
HPC
627
HM Payson & Co
Maine
$175K
HIA
628
Harbor Investment Advisory
Maryland
$170K +$65K +300 +53%
ST
629
Smithfield Trust
Pennsylvania
$166K
IBOK
630
Independence Bank of Kentucky
Kentucky
$165K -$9.76K -45 -5%
GI
631
Gradient Investments
Minnesota
$163K +$77.8K +359 +77%
AIA
632
Arcadia Investment Advisors
Idaho
$160K -$9.32K -43 -5%
CG
633
Cutler Group
California
$157K -$21.7K -100 -11%
CFGS
634
Concourse Financial Group Securities
Alabama
$154K -$36.2K -167 -18%
CA
635
Clearstead Advisors
Ohio
$145K -$10.2K -47 -6%
JGIA
636
Jackson Grant Investment Advisers
Connecticut
$145K +$217 +1 +0.1%
BlackRock
637
BlackRock
New York
$140K +$122K +561 +382%
CAL
638
Capital Advisors Ltd
Ohio
$137K -$9.11K -42 -6%
SC
639
Steph & Co
Wisconsin
$133K +$146K +674 New
IHWM
640
Iron Horse Wealth Management
Iowa
$130K
SWM
641
SeaCrest Wealth Management
New York
$127K +$140K +646 New
DWMG
642
DB Wealth Management Group
California
$122K -$419K -1,933 -76%
WOC
643
West Oak Capital
California
$122K -$3.9K -18 -3%
FFA
644
Founders Financial Alliance
North Carolina
$119K +$95K +438 +267%
AA
645
Ancora Advisors
Ohio
$116K
ACA
646
Aptus Capital Advisors
Alabama
$115K -$26.9K -124 -18%
GWANC
647
Guardian Wealth Advisors (North Carolina)
North Carolina
$115K -$20.6K -95 -14%
OIA
648
Optimum Investment Advisors
Illinois
$113K -$2.6K -12 -2%
JWBC
649
John W. Brooker & Co
California
$112K
PTC
650
Private Trust Company
Ohio
$111K +$122K +564 New

VBK Hedge Fund Activity: Q2 2022 in Review

807 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2022, worth a combined $6.42B — down 16% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of VBK and 67 opened new positions — a net loss of 33 holders — while 273 trimmed existing stakes and 325 added.

The largest buyer was Bank of America, adding an estimated $91.5M. The largest seller was Aaron Wealth Advisors, cutting an estimated $1.27B.

  • 807 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2022, down from 854 in Q1 2022.
  • Funds reported $6.42B of Vanguard Small-Cap Growth ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 67 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2022 and 100 closed out, a net change of -33 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2022 was Bank of America, an estimated $91.5M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2022.