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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
BFPW
726
BOK Financial Private Wealth
Colorado
$24K +$26K +120 New
S
727
Surevest
California
$23K -$6.07K -28 -19%
BFG
728
Baron Financial Group
New Jersey
$22.9K
TCM
729
Triumph Capital Management
Colorado
$22K +$4.29M +19,795 +1,643%
RWA
730
RGT Wealth Advisors
Texas
$21K +$23.4K +108 New
EBA
731
Eagle Bay Advisors
New York
$20.9K +$23K +106 New
CPFP
732
Clear Perspectives Financial Planning
Ohio
$20K -$10.8K -50 -33%
AFS
733
Annapolis Financial Services
Maryland
$20K
AIC
734
Archer Investment Corporation
Indiana
$19.7K
GWA
735
Gibson Wealth Advisors
Texas
$19K
M
736
MOTCO
Texas
$18K
PC
737
Pecaut & Co
Iowa
$18K +$3.25K +15 +20%
CWM
738
Castle Wealth Management
Florida
$18K +$19.7K +91 New
AFG
739
Albion Financial Group
Utah
$17K
OSAM
740
O'Shaughnessy Asset Management
Connecticut
$17K
WB
741
Webster Bank
Connecticut
$17K
FF
742
FourThought Financial
Florida
$17K +$4.34K +20 +31%
IWP
743
IAG Wealth Partners
Wisconsin
$16K
OHWP
744
Oak Harbor Wealth Partners
North Carolina
$16K
SC
745
Stephens Consulting
Michigan
$15.8K
AWM
746
Abound Wealth Management
Tennessee
$15.2K -$21.2K -98 -56%
BCMLT
747
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K
BWL
748
Bogart Wealth LLC
Virginia
$15K +$16.9K +78 New
EWA
749
EverSource Wealth Advisors
Alabama
$14K -$8.89K -41 -37%
National Bank of Canada
750
National Bank of Canada
Quebec, Canada
$14K -$8.24K -38 -35%

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.