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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
SWP
151
Stratos Wealth Partners
Ohio
$4.19M -$521K -2,403 -10%
AI
152
Atria Investments
North Carolina
$4.04M -$1.12M -5,184 -20%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$4M -$92.3K -426 -2%
PFO
154
Pathstone Family Office
New Jersey
$3.99M +$4.11M +18,943 +1,470%
FFG
155
Ford Financial Group
California
$3.96M -$2.14M -9,892 -33%
CB
156
Commerce Bank
Missouri
$3.9M +$41K +189 +1%
AWM
157
Apollon Wealth Management
South Carolina
$3.83M +$677K +3,124 +19%
BFS
158
Bradley Foster & Sargent
Connecticut
$3.77M -$86.1K -397 -2%
Comerica Bank
159
Comerica Bank
Texas
$3.71M +$242K +1,117 +7%
LFP
160
Leeward Financial Partners
Washington
$3.68M +$66.3K +306 +2%
BRWA
161
B. Riley Wealth Advisors
Florida
$3.67M +$242K +1,117 +6%
BCM
162
Beaumont Capital Management
Massachusetts
$3.65M +$392K +1,810 +11%
VCA
163
Verdence Capital Advisors
Maryland
$3.6M +$1.29M +5,936 +48%
PLU
164
Performa Ltd (US)
South Carolina
$3.52M +$4.55K +21 +0.1%
IA
165
IFP Advisors
Florida
$3.44M
AAS
166
Avantax Advisory Services
Texas
$3.42M +$754K +3,480 +25%
AWS
167
Atria Wealth Solutions
New York
$3.41M -$603K -2,783 -14%
TVWM
168
Tower View Wealth Management
Wisconsin
$3.41M -$40.8K -188 -1%
ACA
169
Ackerman Capital Advisors
Texas
$3.38M -$683K -3,150 -16%
AA
170
Axiom Advisory
California
$3.35M -$930K -4,290 -20%
RA
171
RFG Advisory
Alabama
$3.34M +$2.11M +9,750 +197%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$3.23M -$165K -760 -4%
CWM
173
Cornerstone Wealth Management
Missouri
$3.2M +$34.7K +160 +1%
EWMCB
174
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.19M +$168K +774 +5%
BDF
175
Black Diamond Financial
Maryland
$3.18M -$1.08M -4,996 -24%

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.