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
RA
51
Rodgers & Associates
Pennsylvania
$17.9M +$1.07M +4,918 +6%
Truist Financial
52
Truist Financial
North Carolina
$17.6M -$2.32M -10,702 -11%
Creative Planning
53
Creative Planning
Kansas
$17.5M +$5.91M +27,268 +44%
EWA
54
EP Wealth Advisors
California
$17.2M +$8.98M +41,430 +90%
CG
55
Colony Group
Massachusetts
$16.2M -$13.3M -61,320 -43%
PAG
56
Private Advisor Group
New Jersey
$15.5M +$140K +647 +0.8%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$15.5M -$1.58M -7,310 -9%
Mariner
58
Mariner
Kansas
$15M +$134K +618 +0.8%
SHGA
59
Sand Hill Global Advisors
California
$14.9M +$16.1M +74,042 +4,916%
NA
60
NewEdge Advisors
Louisiana
$14.1M +$181K +834 +1%
SWA
61
Strategies Wealth Advisors
Michigan
$14M +$2.09M +9,635 +16%
AWM
62
Avior Wealth Management
Nebraska
$13.5M +$624K +2,878 +4%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$13.5M -$678K -3,128 -4%
WIA
64
World Investment Advisors
California
$13.3M +$12.9M +59,342 New
VCM
65
Vision Capital Management
Oregon
$13.3M +$12.1M +55,726 +483%
ODIJL
66
One Day In July LLC
Vermont
$13.2M +$1.74M +8,029 +14%
SGAM
67
Stephens Group Asset Management
Arkansas
$13M +$485K +2,237 +4%
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$12.9M -$80.2K -370 -0.6%
AMG
69
Asset Management Group
Connecticut
$12.9M -$89.3K -412 -0.6%
PPP
70
Private Portfolio Partners
New Jersey
$12.8M +$2.06M +9,522 +17%
BWM
71
Brickley Wealth Management
California
$12.7M +$5.85K +27 +0%
WA
72
WP Advisors
California
$12.6M +$13.9M +64,008 New
BCM
73
Brookstone Capital Management
Illinois
$12.4M -$10.4M -47,949 -44%
RWA
74
River Wealth Advisors
Pennsylvania
$12.4M -$13.2K -61 -0.1%
CAN
75
Cetera Advisor Networks
California
$12M +$3.25M +14,981 +33%

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.