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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
CG
151
Colony Group
Massachusetts
$2.9M -$49.6K -275 -2%
BDF
152
Black Diamond Financial
Maryland
$2.85M -$226K -1,253 -8%
CFMC
153
Curbstone Financial Management Corp
New Hampshire
$2.8M -$72.2K -400 -3%
CA
154
Cumberland Advisors
Florida
$2.7M -$42.4K -235 -2%
TRCT
155
Tower Research Capital (TRC)
New York
$2.66M +$1.63M +9,010 +208%
PA
156
Probity Advisors
Texas
$2.62M +$316K +1,753 +15%
BC
157
Burleson & Co
California
$2.57M -$96.9K -537 -4%
NNP
158
Nachman Norwood & Parrott
South Carolina
$2.53M -$103K -570 -4%
PMG
159
ProVise Management Group
Florida
$2.51M
ACS
160
Archford Capital Strategies
Illinois
$2.49M +$24.5K +136 +1%
MWC
161
MBM Wealth Consultants
Missouri
$2.41M +$2.18M +12,076 New
PLU
162
Performa Ltd (US)
South Carolina
$2.4M
GIA
163
Granite Investment Advisors
New Hampshire
$2.39M -$16.8K -93 -0.8%
MAFM
164
Mid Atlantic Financial Management
Pennsylvania
$2.37M
DADC
165
D.A. Davidson & Co
Montana
$2.36M -$27.1K -150 -1%
KeyBank National Association
166
KeyBank National Association
Ohio
$2.35M +$7.22K +40 +0.3%
WI
167
Wintrust Investments
Illinois
$2.29M -$20.8K -115 -1%
TC
168
TAP Consulting
Missouri
$2.27M -$277K -1,532 -12%
ATC
169
Argent Trust Co
Tennessee
$2.25M +$172K +951 +9%
BPA
170
Beacon Pointe Advisors
California
$2.23M +$232K +1,286 +13%
CTC
171
Central Trust Company
Missouri
$2.19M +$1.34M +7,408 +208%
SFM
172
Signet Financial Management
New Jersey
$2.13M -$67.3K -373 -4%
WIA
173
Wealthstreet Investment Advisors
Texas
$2.12M -$11K -61 -0.6%
OC
174
Oppenheimer & Co
New York
$2.12M +$1.61M +8,896 +515%
AAS
175
Avantax Advisory Services
Texas
$2.1M -$79.8K -442 -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.