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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
MAWCM
751
Mine & Arao Wealth Creation & Management
California
$8K
PWMG
752
Prestige Wealth Management Group
New Jersey
$8K
BA
753
Ballast Advisors
Minnesota
$7K -$54.4K -190 -88%
CAM
754
Costello Asset Management
Pennsylvania
$6K
GWS
755
Glassman Wealth Services
Virginia
$6K
SWM
756
Selective Wealth Management
Virginia
$5K
TCM
757
TD Capital Management
Tennessee
$5K
NL
758
NVWM LLC
Pennsylvania
$5K +$5.44K +19 New
AWM
759
AllSquare Wealth Management
New York
$4K
PAIM
760
Punch & Associates Investment Management
Minnesota
$4K
LC
761
Lindbrook Capital
California
$3K -$286 -1 -8%
PWA
762
Phoenix Wealth Advisors
North Carolina
$3K
RIA
763
RPG Investment Advisory
California
$3K
KIG
764
Kowal Investment Group
Wisconsin
$3K +$3.15K +11 New
TCWM
765
Total Clarity Wealth Management
Illinois
$3K +$3.44K +12 New
TCM
766
Tradewinds Capital Management
Washington
$2K
CCM
767
Cribstone Capital Management
Maine
$2K +$2K +7 New
FRA
768
Front Row Advisors
California
$1K
WBC
769
West Branch Capital
Massachusetts
$1K
PPWM
770
PFG Private Wealth Management
Florida
$1K +$1.15K +4 New
FFC
771
First Financial Corp
Indiana
$1K +$1.43K +5 New
BBHC
772
Brown Brothers Harriman & Co
New York
$265
WIM
773
Westside Investment Management
California
$27
EWA
774
Exencial Wealth Advisors
Oklahoma
-$9.53M -32,879 Closed
FC
775
Ferris Capital
Massachusetts
-$7.45M -25,716 Closed

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.