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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
MGIA
51
Moneta Group Investment Advisors
Missouri
$20.5M +$4.18M +14,604 +25%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$19.5M -$160K -558 -0.8%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$19.4M -$5.02M -17,521 -20%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$19.2M -$142K -495 -0.7%
MA
55
MUFG Americas
New York
$19M +$354K +1,235 +2%
AMG
56
Asset Management Group
Connecticut
$18.8M -$314K -1,098 -2%
RA
57
Rodgers & Associates
Pennsylvania
$18.4M +$546K +1,906 +3%
RWP
58
RWA Wealth Partners
Massachusetts
$18.3M -$39.5K -138 -0.2%
SGAM
59
Stephens Group Asset Management
Arkansas
$18.2M -$21.2K -74 -0.1%
SI
60
Stephens Inc
Arkansas
$17.5M -$3.19M -11,152 -15%
QIM
61
Quest Investment Management
Oregon
$17.2M
RWA
62
River Wealth Advisors
Pennsylvania
$16.8M +$15.2K +53 +0.1%
IA
63
IndexIQ Advisors
New York
$15.7M +$2.4M +8,368 +18%
US Bancorp
64
US Bancorp
Minnesota
$15.3M +$548K +1,913 +4%
F
65
F3Logic
Minnesota
$14.9M +$207K +722 +1%
BWM
66
Brickley Wealth Management
California
$14.8M +$173K +605 +1%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$14.8M +$981K +3,428 +7%
BPA
68
Beacon Pointe Advisors
California
$14.7M +$149K +519 +1%
ODIJL
69
One Day In July LLC
Vermont
$14.2M +$1.42M +4,959 +11%
AWM
70
Avior Wealth Management
Nebraska
$14.2M +$2.35M +8,204 +19%
SFG
71
Sage Financial Group
Pennsylvania
$13.6M -$254K -888 -2%
PIFP
72
Partners in Financial Planning
Virginia
$13.3M -$275K -959 -2%
SEM
73
Strategic Equity Management
Arizona
$13.3M +$243K +850 +2%
BCIM
74
Bishop & Co Investment Management
Pennsylvania
$13.2M +$624K +2,180 +5%
PPP
75
Private Portfolio Partners
New Jersey
$12.7M +$131K +456 +1%

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.