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Vanguard Small-Cap Growth ETF

610 hedge funds and large institutions have $5.61B invested in Vanguard Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 32

236% more call options, than puts

Call options by funds: $4.36M | Put options by funds: $1.3M

45% more capital invested

Capital invested by funds: $3.88B → $5.61B (+$1.73B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

14% more funds holding

Funds holding: 533610 (+77)

1.96% more ownership

Funds ownership: 51.87%53.83% (+2%)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

Holders
610
Holders Change
+77
Holders Change %
+14.45%
% of All Funds
12.51%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.78%
New
114
Increased
175
Reduced
206
Closed
32
Calls
$4.36M
Puts
$1.3M
Net Calls
+$3.06M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$8.65M -$1.01M -5,616 -11%
PPP
77
Private Portfolio Partners
New Jersey
$8.41M +$289K +1,599 +4%
HCMT
78
Highland Capital Management (Tennessee)
Tennessee
$8.17M +$374K +2,070 +5%
ONB
79
Old National Bancorp
Indiana
$8.1M -$140K -776 -2%
CFB
80
Cullen/Frost Bankers
Texas
$7.85M -$518K -2,867 -7%
MCM
81
McMillion Capital Management
North Carolina
$7.85M -$596K -3,302 -8%
IFS
82
Ifrah Financial Services
Arkansas
$7.5M -$196K -1,087 -3%
MIS
83
Morningstar Investment Services
Illinois
$7.24M +$750K +4,157 +13%
MCM
84
Manchester Capital Management
Vermont
$7.13M -$90.8K -503 -1%
PWS
85
Paragon Wealth Strategies
Florida
$6.89M +$6.24M +34,546 New
Mariner
86
Mariner
Kansas
$6.81M +$591K +3,273 +11%
FA
87
FC Advisory
Pennsylvania
$6.76M +$69.3K +384 +1%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$6.73M +$626K +3,467 +11%
PCG
89
Private Capital Group
Connecticut
$6.64M -$431K -2,386 -7%
EWA
90
Exencial Wealth Advisors
Oklahoma
$6.53M +$526K +2,912 +10%
PFPT
91
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.51M -$114K -633 -2%
SPIA
92
Steward Partners Investment Advisory
New York
$6.31M -$176K -974 -3%
SWM
93
SVA Wealth Management
Wisconsin
$6.13M -$24K -133 -0.4%
PWM
94
Praetorian Wealth Management
California
$6.11M +$5.53M +30,622 New
EWA
95
EP Wealth Advisors
California
$5.95M -$267K -1,478 -5%
WFM
96
Wolff Financial Management
Michigan
$5.94M +$74.5K +413 +1%
GC
97
Garde Capital
Washington
$5.83M -$67.3K -373 -1%
BCA
98
Biltmore Capital Advisors
New Jersey
$5.78M +$1.42M +7,868 +37%
Creative Planning
99
Creative Planning
Kansas
$5.71M -$98.7K -547 -2%
TWP
100
Total Wealth Planning
Ohio
$5.7M +$140K +778 +3%

VBK Hedge Fund Activity: Q2 2020 in Review

610 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2020, worth a combined $5.61B — up 45% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new VBK positions and 32 closed out — a net gain of 82 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Bessemer Group, adding an estimated $177M. The largest seller was Jones Financial Companies, cutting an estimated $42.7M.

  • 610 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2020, up from 533 in Q1 2020.
  • Funds reported $5.61B of Vanguard Small-Cap Growth ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 114 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2020 and 32 closed out, a net change of +82 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2020 was Bessemer Group, an estimated $177M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2020 was Jones Financial Companies, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2020.