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
WAM
751
Worth Asset Management
Texas
$14K -$4.34K -20 -22%
CAL
752
Capital Analysts LLC
Pennsylvania
$14K
APC
753
Aspire Private Capital
North Carolina
$14K +$6.07K +28 +67%
AA
754
Addison Advisors
Vermont
$13K
BW
755
Bison Wealth
Georgia
$13K
RA
756
Rise Advisors
New York
$13K
FMII
757
Farmers & Merchants Investments Inc
Nebraska
$12K
KA
758
Kozak & Associates
Colorado
$12K +$217 +1 +2%
Bank of Montreal
759
Bank of Montreal
Ontario, Canada
$11.9K +$10M +46,351 +424%
FSWA
760
Financial Synergies Wealth Advisors
Texas
$11.4K +$12.6K +58 New
CIA
761
Cascade Investment Advisors
Oregon
$10.2K
MAM
762
Meeder Asset Management
Ohio
$10K -$12.6K -58 -54%
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$2.38K -11 -17%
GWSG
764
GPS Wealth Strategies Group
Colorado
$10K -$1.52K -7 -12%
CB
765
Community Bank
New York
$10K
RCM
766
Raleigh Capital Management
North Carolina
$10K
TSWM
767
Tyler-Stone Wealth Management
Ohio
$10K
AWM
768
Activest Wealth Management
Florida
$10K +$10.8K +50 New
AF
769
Affiance Financial
Minnesota
$9K
OPW
770
Oxler Private Wealth
New York
$8.1K +$8.89K +41 New
BRWM
771
B. Riley Wealth Management
Tennessee
$8.04K +$1.76M +8,128 +25%
LS
772
Leelyn Smith
Illinois
$8K -$650 -3 -7%
BA
773
Bellwether Advisors
Nebraska
$8K
MMG
774
Monetary Management Group
Missouri
$8K
ODG
775
O'Dell Group
Ohio
$8K

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.