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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
FAAS
176
First Allied Advisory Services
California
$2.03M -$224K -1,239 -11%
RWA
177
River Wealth Advisors
Pennsylvania
$1.98M +$1.17M +6,488 +188%
FAN
178
Financial Advisors Network
California
$1.96M -$534K -2,959 -23%
CPIG
179
Chicago Partners Investment Group
Illinois
$1.95M +$24.5K +136 +1%
GC
180
Grimes & Company
Massachusetts
$1.92M
FHA
181
First Horizon Advisors
Tennessee
$1.91M -$9.39K -52 -0.5%
AAP
182
Arax Advisory Partners
Colorado
$1.86M -$1.72M -9,541 -51%
EH
183
Equitable Holdings
New York
$1.85M -$80.3K -445 -5%
HC
184
HNP Capital
New York
$1.85M +$1.66M +9,197 New
AI
185
Atria Investments
North Carolina
$1.84M +$1.66M +9,220 New
VRM
186
Vectors Research Management
New York
$1.82M +$119K +662 +8%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$1.78M -$90.4K -501 -5%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$1.66M -$369K -2,045 -20%
RRC
189
Relaxing Retirement Coach
Massachusetts
$1.64M -$254K -1,407 -15%
OCG
190
Opus Capital Group
Ohio
$1.62M
HCA
191
Harbour Capital Advisors
Virginia
$1.59M -$36.1K -200 -2%
BCM
192
BTC Capital Management
Iowa
$1.57M +$72.6K +402 +5%
SL
193
Systelligence LLC
Minnesota
$1.54M +$1.39M +7,709 New
SPA
194
Sentinel Pension Advisors
Massachusetts
$1.5M -$178K -986 -12%
DY
195
Dowling & Yahnke
California
$1.5M -$46.6K -258 -3%
NB
196
Northwest Bancshares
Pennsylvania
$1.44M +$1.3M +7,205 New
LIM
197
Leavell Investment Management
Alabama
$1.43M +$1.29M +7,158 New
BP
198
Broadleaf Partners
Ohio
$1.42M -$43.9K -243 -3%
HIC
199
Hartline Investment Corp
Illinois
$1.42M -$72.2K -400 -5%
GTAM
200
Global Trust Asset Management
Florida
$1.39M +$56.9K +315 +5%

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.