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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
IA
51
IndexIQ Advisors
New York
$14.8M -$250K -1,386 -2%
AWM
52
AE Wealth Management
Kansas
$14.7M +$3.82M +21,154 +40%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$13.9M +$1.98M +10,992 +19%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$13.3M +$3.41M +18,881 +39%
Truist Financial
55
Truist Financial
North Carolina
$13.2M -$41.3K -229 -0.3%
MA
56
MUFG Americas
New York
$12.8M -$365K -2,024 -3%
AMG
57
Asset Management Group
Connecticut
$12.7M +$153K +849 +1%
SS
58
Simplicity Solutions
Minnesota
$12.7M +$3.47M +19,222 +43%
PFA
59
Paradigm Financial Advisors
Missouri
$12.6M +$260K +1,440 +2%
US Bancorp
60
US Bancorp
Minnesota
$11.6M +$240K +1,327 +2%
TAIM
61
TD Ameritrade Investment Management
Nebraska
$11.4M -$314K -1,742 -3%
PPW
62
Pasadena Private Wealth
California
$10.9M +$37.5K +208 +0.4%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$10.9M +$166K +921 +2%
Goldman Sachs
64
Goldman Sachs
New York
$10.9M +$431K +2,386 +5%
MGIA
65
Moneta Group Investment Advisors
Missouri
$10.8M +$748K +4,145 +8%
SFG
66
Sage Financial Group
Pennsylvania
$10.7M +$447K +2,478 +5%
BWM
67
Brickley Wealth Management
California
$10.2M +$73.5K +407 +0.8%
CF
68
Corrigan Financial
Rhode Island
$9.58M -$95.7K -530 -1%
PAG
69
Private Advisor Group
New Jersey
$9.56M +$71.8K +398 +0.8%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$9.12M +$1.15M +6,398 +16%
BCWM
71
Bartlett & Co Wealth Management
Ohio
$9.04M -$45.1K -250 -0.5%
BC
72
Bartlett & Co
Ohio
$9M -$76.7K -425 -0.9%
BCIM
73
Bishop & Co Investment Management
Pennsylvania
$8.98M +$485K +2,685 +6%
CCM
74
CWH Capital Management
Washington
$8.89M +$8.04M +44,519 New
TW
75
Towerpoint Wealth
California
$8.78M +$60.8K +337 +0.8%

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.