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Vanguard Small-Cap Growth ETF

533 hedge funds and large institutions have $3.88B invested in Vanguard Small-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 170 increasing their positions, 207 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

2.23% more ownership

Funds ownership: 49.64%51.87% (+2.2%)

3% more call options, than puts

Call options by funds: $1.96M | Put options by funds: $1.9M

11% less funds holding

Funds holding: 596533 (-63)

18% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 207

20% less capital invested

Capital invested by funds: $4.87B → $3.88B (-$996M)

47% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 108

Holders
533
Holders Change
-63
Holders Change %
-10.57%
% of All Funds
11.75%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.66%
New
57
Increased
170
Reduced
207
Closed
108
Calls
$1.96M
Puts
$1.9M
Net Calls
+$58K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
176
Dubuque Bank & Trust
Iowa
$1.38M +$977K +5,264 +134%
CWP
177
Capital Wealth Planning
Florida
$1.38M +$1.71M +9,194 New
SPA
178
Sentinel Pension Advisors
Massachusetts
$1.28M +$1.58M +8,509 New
VRM
179
Vectors Research Management
New York
$1.27M +$185K +995 +13%
AIC
180
Ameritas Investment Company
Nebraska
$1.25M -$259K -1,395 -14%
WFPG
181
Waller Financial Planning Group
Ohio
$1.24M -$258K -1,390 -14%
HCA
182
Harbour Capital Advisors
Virginia
$1.23M -$70.5K -380 -4%
OCG
183
Opus Capital Group
Ohio
$1.22M -$16K -86 -1%
DY
184
Dowling & Yahnke
California
$1.17M +$228K +1,230 +19%
Kovitz Investment Group Partners
185
Kovitz Investment Group Partners
Illinois
$1.16M -$26.4K -142 -2%
HIC
186
Hartline Investment Corp
Illinois
$1.13M -$295K -1,590 -17%
BCM
187
BTC Capital Management
Iowa
$1.11M +$12.2K +66 +0.9%
BP
188
Broadleaf Partners
Ohio
$1.11M +$39.2K +211 +3%
FI
189
FormulaFolio Investments
Michigan
$1.05M +$279K +1,505 +27%
SFP
190
Strategic Financial Partners
Oregon
$1.05M -$88K -474 -6%
Financial Engines Advisors
191
Financial Engines Advisors
California
$1.04M +$1.28M +6,913 New
PSUF
192
People's United Financial
Connecticut
$1.02M -$281K -1,513 -18%
PMFA
193
Plante Moran Financial Advisors
Michigan
$1.01M -$35.4K -191 -3%
GTAM
194
Global Trust Asset Management
Florida
$1.01M +$1.11M +5,992 +922%
OCM
195
One Capital Management
California
$994K +$1.23M +6,611 New
CAG
196
Crestwood Advisors Group
Massachusetts
$958K -$4.64K -25 -0.4%
ASN
197
Advisory Services Network
Georgia
$957K +$140K +753 +13%
DT
198
Diversified Trust
Tennessee
$956K
CWA
199
Capital Wealth Alliance
Arizona
$956K +$284K +1,531 +32%
MOS
200
MGO One Seven
Ohio
$951K -$103K -554 -8%

VBK Hedge Fund Activity: Q1 2020 in Review

533 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2020, worth a combined $3.88B — down 20% from $4.87B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of VBK and 57 opened new positions — a net loss of 51 holders — while 207 trimmed existing stakes and 170 added.

The largest buyer was Bank of America, adding an estimated $91.1M. The largest seller was QS Investors, cutting an estimated $35.4M.

  • 533 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2020, down from 596 in Q4 2019.
  • Funds reported $3.88B of Vanguard Small-Cap Growth ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 57 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2020 and 108 closed out, a net change of -51 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2020 was Bank of America, an estimated $91.1M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2020 was QS Investors, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2020.