We are live on ! Find out more
VBK icon

Vanguard Small-Cap Growth ETF
VBK

723 hedge funds and large institutions have $7.56B invested in Vanguard Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 265 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 36

44% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 184

34% more funds holding in top 10

Funds holding in top 10: 35 → 47 (+12)

30% more capital invested

Capital invested by funds: $5.83B → $7.56B (+$1.73B)

14% more funds holding

Funds holding: 634 → 723 (+89)

0.17% less ownership

Funds ownership: 52.44% → 52.27% (-0.17%)

83% less call options, than puts

Call options by funds: $5.03M | Put options by funds: $29.1M

Holders
723
Holders Change
+89
Holders Change %
+14.04%
% of All Funds
12.79%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.83%
New
139
Increased
265
Reduced
184
Closed
36
Calls
$5.03M
Puts
$29.1M
Net Calls
-$24.1M
Net Calls Change
-$24.2M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
2
Morgan Stanley
Morgan Stanley
New York
+$21.6M
3
Wells Fargo
Wells Fargo
California
+$18.8M
4
FI
FormulaFolio Investments
Michigan
+$14.6M
5
KIM
Karpus Investment Management
New York
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
-$56.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$30.4M
3
SFI
SPC Financial Inc
Maryland
-$12.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.7M
5
UCFA
United Capital Financial Advisors
Texas
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Modera Wealth Management
New Jersey
$3.14M +$2.43M +10,066 +600%
GIA
177
Granite Investment Advisors
New Hampshire
$2.99M -$65.1K -269 -2%
AAS
178
Avantax Advisory Services
Texas
$2.95M -$2.31M -9,571 -46%
FHA
179
First Horizon Advisors
Tennessee
$2.94M -$17.4K -72 -0.7%
WPWM
180
Windward Private Wealth Management
Kansas
$2.93M +$2.65M +10,962 New
MAFM
181
Mid Atlantic Financial Management
Pennsylvania
$2.93M +$157K +651 +6%
BP
182
Ballentine Partners
Massachusetts
$2.9M +$2.04M +8,454 +355%
GA
183
GoalVest Advisory
New York
$2.9M +$2.62M +10,831 New
TC
184
TAP Consulting
Missouri
$2.86M -$100K -414 -4%
RFM
185
Royal Fund Management
Florida
$2.82M +$476K +1,970 +23%
FAN
186
Financial Advisors Network
California
$2.71M +$113K +466 +5%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$2.71M +$397K +1,641 +19%
CPIG
188
Chicago Partners Investment Group
Illinois
$2.69M +$3.87K +16 +0.2%
EWA
189
EP Wealth Advisors
California
$2.67M -$1.87M -7,743 -44%
AI
190
Atria Investments
North Carolina
$2.67M +$73.3K +303 +3%
GVAG
191
Great Valley Advisor Group
Delaware
$2.65M +$5.8K +24 +0.2%
LWM
192
Laidlaw Wealth Management
New York
$2.6M +$2.06M +8,521 +711%
SFM
193
Signet Financial Management
New Jersey
$2.58M -$63.4K -262 -3%
GTAM
194
Global Trust Asset Management
Florida
$2.57M +$468K +1,934 +25%
GC
195
Grimes & Company
Massachusetts
$2.57M – – –
VC
196
Veery Capital
Delaware
$2.53M +$2.29M +9,450 New
CF
197
Centaurus Financial
California
$2.51M +$626K +2,589 +38%
BJL
198
Brighton Jones LLC
Washington
$2.51M +$1.01M +4,185 +81%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$2.43M -$181K -748 -8%
LFA
200
Lighthouse Financial Advisors
Maryland
$2.42M +$2.19M +9,046 New
6 7
8
9 10

VBK Hedge Fund Activity: Q4 2020 in Review

723 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2020, worth a combined $7.56B — up 30% from $5.83B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new VBK positions and 36 closed out — a net gain of 103 holders — while 265 added to existing stakes and 184 trimmed.

The largest buyer was Vanguard Group, adding an estimated $107M. The largest seller was Jones Financial Companies, cutting an estimated $56.9M.

  • 723 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2020, up from 634 in Q3 2020.
  • Funds reported $7.56B of Vanguard Small-Cap Growth ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 139 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2020 and 36 closed out, a net change of +103 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $107M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q4 2020 was Jones Financial Companies, an estimated $56.9M sold.

Based on aggregated 13F filings for Q4 2020.