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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
PIFP
76
Partners in Financial Planning
Virginia
$12M +$598K +2,757 +5%
BCIM
77
Bishop & Co Investment Management
Pennsylvania
$11.9M +$407K +1,877 +3%
TAIM
78
TD Ameritrade Investment Management
Nebraska
$11.9M +$1.11M +5,136 +9%
AWA
79
Amplius Wealth Advisors
Pennsylvania
$11.6M +$11.5M +52,891 +848%
F
80
F3Logic
Minnesota
$11.4M -$2.93M -13,503 -19%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$11.2M -$1.91M -8,829 -13%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$11M -$925K -4,267 -7%
BSWA
83
Bromfield Sneider Wealth Advisors
Massachusetts
$11M +$354K +1,632 +3%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$10.8M -$3.48M -16,074 -23%
QIM
85
Quest Investment Management
Oregon
$10.4M
RWP
86
RWA Wealth Partners
Massachusetts
$10.2M -$336K -1,548 -3%
SFG
87
Sage Financial Group
Pennsylvania
$10.1M +$230K +1,063 +2%
BPA
88
Beacon Pointe Advisors
California
$9.72M -$1.28M -5,911 -11%
AWM
89
AE Wealth Management
Kansas
$9.61M -$8.94M -41,255 -46%
PPW
90
Pasadena Private Wealth
California
$9.07M +$2.05M +9,471 +26%
LFG
91
Larson Financial Group
Missouri
$8.88M +$1.12M +5,153 +13%
KAS
92
Kestra Advisory Services
Texas
$8.86M +$3.17M +14,626 +48%
E
93
ETFidea
New York
$8.71M -$813K -3,748 -8%
SI
94
Stephens Inc
Arkansas
$8.46M +$1.01M +4,669 +12%
PWM
95
Praetorian Wealth Management
California
$8.32M +$501K +2,312 +6%
LI
96
LMCG Investments
Massachusetts
$8.23M +$87.8K +405 +1%
CF
97
Corrigan Financial
Rhode Island
$8.1M +$219K +1,009 +3%
JCM
98
Jacobsen Capital Management
Utah
$8.08M +$1.17M +5,411 +15%
NYLIM
99
New York Life Investment Management
New York
$8.02M +$8.82M +40,706 New
BC
100
Bartlett & Co
Ohio
$7.89M -$102K -469 -1%

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.