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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
SI
101
Stephens Inc
Arkansas
$5.7M -$257K -1,426 -5%
JCM
102
Jacobsen Capital Management
Utah
$5.68M +$5.13M +28,447 New
KL
103
KWMG LLC
Kansas
$5.64M +$488K +2,703 +11%
TYCC
104
Texas Yale Capital Corp
Florida
$5.49M -$302K -1,671 -6%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$5.43M -$213K -1,178 -4%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$5.17M +$657K +3,641 +16%
NA
107
NewEdge Advisors
Louisiana
$5.15M +$1.83M +10,161 +65%
SWP
108
Stratos Wealth Partners
Ohio
$5.07M -$36.5K -202 -0.8%
Citigroup
109
Citigroup
New York
$5.06M -$522K -2,892 -10%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$4.95M +$36.5K +202 +0.8%
KIM
111
Karpus Investment Management
New York
$4.88M +$4.41M +24,435 New
LFG
112
LifePlan Financial Group
Ohio
$4.73M +$298K +1,651 +7%
IA
113
Independence Advisors
Pennsylvania
$4.65M -$44.9K -249 -1%
Comerica Bank
114
Comerica Bank
Texas
$4.63M -$382K -2,115 -9%
RWA
115
Redhawk Wealth Advisors
Minnesota
$4.63M +$1.34M +7,417 +47%
GIA
116
GHP Investment Advisors
Colorado
$4.56M +$9.03K +50 +0.2%
CAN
117
Cetera Advisor Networks
California
$4.55M -$1.27M -7,046 -24%
CWM
118
Cornerstone Wealth Management
Missouri
$4.49M -$163K -901 -4%
BRWA
119
B. Riley Wealth Advisors
Florida
$4.45M -$757K -4,195 -16%
Northern Trust
120
Northern Trust
Illinois
$4.35M -$115K -635 -3%
CS
121
Comerica Securities
Michigan
$4.32M +$1.51M +8,393 +63%
ODIJL
122
One Day In July LLC
Vermont
$4.28M +$3.87M +21,462 New
GFPC
123
Global Financial Private Capital
Florida
$4.2M +$172K +954 +5%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$4.17M +$975K +5,399 +35%
CWM
125
Cranbrook Wealth Management
Michigan
$4.15M -$152K -842 -4%

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.