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Vanguard Small-Cap Growth ETF

852 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 52

107% more call options, than puts

Call options by funds: $26.4M | Put options by funds: $12.8M

19% more capital invested

Capital invested by funds: $6.05B → $7.2B (+$1.15B)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

7% more funds holding

Funds holding: 797852 (+55)

1.45% more ownership

Funds ownership: 53.2%54.64% (+1.4%)

19% less funds holding in top 10

Funds holding in top 10: 4335 (-8)

Holders
852
Holders Change
+55
Holders Change %
+6.9%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
311
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
101
Bartlett & Co Wealth Management
Ohio
$8.28M -$280K -1,369 -3%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$8.13M -$1.55M -7,592 -16%
DBT
103
Dubuque Bank & Trust
Iowa
$8.02M +$979K +4,785 +14%
CF
104
Corrigan Financial
Rhode Island
$7.93M -$452K -2,212 -5%
CFB
105
Cullen/Frost Bankers
Texas
$7.91M +$147K +721 +2%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$7.82M +$6.17M +30,144 +341%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$7.74M -$326K -1,592 -4%
ONB
108
Old National Bancorp
Indiana
$7.66M +$615K +3,008 +9%
VF
109
Vawter Financial
Ohio
$7.46M +$7.61M +37,184 New
FA
110
FC Advisory
Pennsylvania
$7.35M +$164K +802 +2%
LFG
111
Larson Financial Group
Missouri
$7.35M -$2.28M -11,152 -23%
CAWM
112
Capital Advisors Wealth Management
Washington
$7.35M +$271K +1,323 +4%
EDRIA
113
Edmonds Duncan Registered Investment Advisors
Kansas
$7.31M -$513K -2,510 -6%
RZH
114
Relyea Zuckerberg Hanson
Connecticut
$7.25M +$1.77M +8,667 +32%
GT
115
Glenmede Trust
Pennsylvania
$7.23M -$315K -1,538 -4%
PPW
116
Presilium Private Wealth
Pennsylvania
$7.11M +$7.25M +35,430 New
William Blair & Company
117
William Blair & Company
Illinois
$7.1M +$4.5M +21,983 +164%
SA
118
Stewardship Advisors
Pennsylvania
$7.05M +$167K +815 +2%
AWM
119
AE Wealth Management
Kansas
$7.05M -$2.93M -14,329 -29%
JCM
120
Jacobsen Capital Management
Utah
$6.97M -$1.72M -8,390 -19%
EWA
121
Exencial Wealth Advisors
Oklahoma
$6.92M +$222K +1,083 +3%
APP
122
Avantax Planning Partners
Iowa
$6.91M +$1.41M +6,895 +25%
SPIA
123
Steward Partners Investment Advisory
New York
$6.9M +$41.1K +201 +0.6%
CM
124
Cornerstone Management
Georgia
$6.73M +$1,000K +4,888 +17%
ML
125
McAdam LLC
Pennsylvania
$6.58M -$1.89M -9,229 -28%

VBK Hedge Fund Activity: Q4 2022 in Review

852 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2022, worth a combined $7.2B — up 19% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new VBK positions and 52 closed out — a net gain of 76 holders — while 311 added to existing stakes and 271 trimmed.

The largest buyer was Colony Group, adding an estimated $71.2M. The largest seller was TIAA FSB, cutting an estimated $18.1M.

  • 852 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2022, up from 797 in Q3 2022.
  • Funds reported $7.2B of Vanguard Small-Cap Growth ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 128 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2022 and 52 closed out, a net change of +76 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q4 2022 was Colony Group, an estimated $71.2M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q4 2022 was TIAA FSB, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2022.