We are live on ! Find out more
VBK icon

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
MPCG
701
Matrix Private Capital Group
New York
$40K +$13K +60 +42%
ASBI
702
American State Bank (Iowa)
Iowa
$39.8K
BCPWM
703
Bradley & Co Private Wealth Management
Florida
$39K
HFA
704
HC Financial Advisors
California
$39K +$43.4K +200 New
SC
705
SouthState Corp
Florida
$38K -$67K -309 -62%
NFSG
706
Newbridge Financial Services Group
Florida
$38K -$1.3K -6 -3%
ME
707
McIlrath & Eck
Washington
$37K
MTIC
708
Missouri Trust & Investment Company
Missouri
$36K +$11.7K +54 +43%
ETI
709
Enterprise Trust & Investment
California
$36K +$40.1K +185 New
COCM
710
Charter Oak Capital Management
New Hampshire
$34K -$867 -4 -2%
ACK
711
Andrew C. Karlinski
$33K
BWM
712
BerganKDV Wealth Management
Minnesota
$33K
EW
713
Element Wealth
Mississippi
$33K
TA
714
Tectonic Advisors
Texas
$33K +$5.2K +24 +17%
TF
715
Tompkins Financial
New York
$31K
WT
716
Washington Trust
Rhode Island
$30K -$9.76K -45 -23%
BCM
717
Bourgeon Capital Management
Connecticut
$30K
HDIM
718
Hanson & Doremus Investment Management
Vermont
$30K +$2.82K +13 +9%
MWM
719
Mascoma Wealth Management
New Hampshire
$29K
SSC
720
Syverson Strege & Co
Iowa
$28K +$30.8K +142 New
MCM
721
MV Capital Management
Maryland
$27K +$29.5K +136 New
CAAS
722
Capital Asset Advisory Services
Michigan
$25K -$867 -4 -3%
SCA
723
Stonebridge Capital Advisors
Minnesota
$25K +$5.42K +25 +24%
HFS
724
Heritage Financial Services
Massachusetts
$25K +$28.2K +130 New
PWM
725
Provident Wealth Management
Tennessee
$24K

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.