We are live on ! Find out more
VBK icon

Vanguard Small-Cap Growth ETF

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: 758771 (+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: 4343 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
676
Bradley & Co Private Wealth Management
Florida
$56K
PCTC
677
Perkins Coie Trust Company
Washington
$56K
SIM
678
Sonora Investment Management
Arizona
$56K +$57.3K +200 New
WT
679
Washington Trust
Rhode Island
$55K -$40.6K -142 -42%
CAAS
680
Capital Asset Advisory Services
Michigan
$55K -$11.5K -40 -17%
NG
681
NWK Group
California
$55K
BWM
682
Baystate Wealth Management
Massachusetts
$53K +$3.44K +12 +7%
FFA
683
Founders Financial Alliance
North Carolina
$50K
FFA
684
Freedman Financial Associates
Massachusetts
$50K
ME
685
McIlrath & Eck
Washington
$48K
BWM
686
BerganKDV Wealth Management
Minnesota
$47K
BW
687
Bison Wealth
Georgia
$47K
EW
688
Element Wealth
Mississippi
$46K +$47.2K +165 New
BFC
689
Bedel Financial Consulting
Indiana
$45K
BlackRock
690
BlackRock
New York
$43K -$13.5K -47 -24%
BCM
691
Bourgeon Capital Management
Connecticut
$43K
TF
692
Tompkins Financial
New York
$43K +$44.4K +155 New
BAM
693
Barrett Asset Management
New York
$42K
MWM
694
Mascoma Wealth Management
New Hampshire
$41K +$41.5K +145 New
MPCG
695
Matrix Private Capital Group
New York
$40K
WQ
696
Wealth Quarterback
New Jersey
$40K
HDIM
697
Hanson & Doremus Investment Management
Vermont
$37K -$573 -2 -1%
IF
698
Ironwood Financial
Arizona
$37K
FCM
699
Firestone Capital Management
Florida
$36K +$35.2K +123 New
JCM
700
Jacobi Capital Management
Pennsylvania
$35K +$7.44K +26 +27%

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.