We are live on ! Find out more
VBK icon

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
CFD
126
Creative Financial Designs
Indiana
$4.11M +$1.11M +6,135 +42%
MWM
127
Merriman Wealth Management
Washington
$4.09M +$3.7M +20,500 New
WA
128
Waverly Advisors
Alabama
$4.09M -$79.4K -440 -2%
FIB
129
First Interstate Bank
Montana
$4.01M
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$3.98M +$152K +842 +4%
EDRIA
131
Edmonds Duncan Registered Investment Advisors
Kansas
$3.92M +$32.3K +179 +0.9%
JP Morgan Chase
132
JP Morgan Chase
New York
$3.77M +$101K +560 +3%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$3.77M +$673K +3,726 +25%
BRWM
134
B. Riley Wealth Management
Tennessee
$3.76M -$1.06M -5,890 -24%
DBT
135
Dubuque Bank & Trust
Iowa
$3.73M +$1.71M +9,470 +103%
CI
136
CX Institutional
Indiana
$3.68M +$3.32M +18,402 +65,721%
CM
137
Cornerstone Management
Georgia
$3.66M +$231K +1,277 +7%
CB
138
Commerce Bank
Missouri
$3.62M +$260K +1,441 +9%
ACA
139
Ackerman Capital Advisors
Texas
$3.59M +$3.24M +17,973 New
TVWM
140
Tower View Wealth Management
Wisconsin
$3.5M -$1.52M -8,406 -32%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$3.42M -$233K -1,289 -7%
TNBTD
142
Trustmark National Bank Trust Department
Mississippi
$3.42M -$126K -700 -4%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$3.32M +$453K +2,510 +18%
SIA
144
Starfire Investment Advisers
Michigan
$3.27M +$34.5K +191 +1%
EWMCB
145
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.27M +$63.7K +353 +2%
AWM
146
Avior Wealth Management
Nebraska
$3.23M +$52.5K +291 +2%
SB
147
Simmons Bank
Arkansas
$3.2M +$351K +1,942 +14%
PFM
148
Parsec Financial Management
North Carolina
$3.08M -$317K -1,754 -10%
CPO
149
Cerity Partners OCIO
New York
$3.03M +$93K +515 +4%
FWP
150
FAS Wealth Partners
Kansas
$3.01M -$106K -587 -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.