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Vanguard Small-Cap Growth ETF

771 hedge funds and large institutions have $8.26B invested in Vanguard Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 310 increasing their positions, 206 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

50% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 206

2% more funds holding

Funds holding: 758771 (+13)

1.11% more ownership

Funds ownership: 50.65%51.76% (+1.1%)

1% more capital invested

Capital invested by funds: $8.14B → $8.26B (+$113M)

0% more funds holding in top 10

Funds holding in top 10: 4343 (0)

40% less call options, than puts

Call options by funds: $7.38M | Put options by funds: $12.3M

Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
13.5%
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.75%
New
65
Increased
310
Reduced
206
Closed
33
Calls
$7.38M
Puts
$12.3M
Net Calls
-$4.93M
Net Calls Change
-$8.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FAN
176
Financial Advisors Network
California
$3.57M +$202K +706 +6%
PA
177
Probity Advisors
Texas
$3.56M -$2K -7 -0.1%
KTM
178
Keeler Thomas Management
Utah
$3.44M -$2.86K -10 -0.1%
GTAM
179
Global Trust Asset Management
Florida
$3.36M +$605K +2,114 +21%
BDF
180
Black Diamond Financial
Maryland
$3.28M -$652K -2,277 -16%
ACS
181
Archford Capital Strategies
Illinois
$3.27M +$125K +438 +4%
LAS
182
Lloyd Advisory Services
Georgia
$3.26M +$3.33M +11,632 New
MAFM
183
Mid Atlantic Financial Management
Pennsylvania
$3.24M +$290K +1,012 +10%
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$3.23M
Betterment LLC
185
Betterment LLC
New York
$3.22M +$898K +3,137 +37%
HC
186
HNP Capital
New York
$3.21M +$149K +521 +5%
FHA
187
First Horizon Advisors
Tennessee
$3.21M +$277K +967 +9%
CS
188
Comerica Securities
Michigan
$3.2M -$1.26M -4,418 -28%
ZC
189
Zeit Capital
Colorado
$3.16M +$19.5K +68 +0.6%
MWM
190
Modera Wealth Management
New Jersey
$3.1M +$14K +49 +0.4%
BF
191
BOK Financial
Oklahoma
$3.03M +$3.1M +10,827 New
VC
192
Veery Capital
Delaware
$3.03M +$132K +461 +4%
AIM
193
Acropolis Investment Management
Missouri
$3M -$51K -178 -2%
AAS
194
Avantax Advisory Services
Texas
$2.98M -$682K -2,384 -18%
AAP
195
Arax Advisory Partners
Colorado
$2.97M -$3.12M -10,906 -51%
MOS
196
MGO One Seven
Ohio
$2.93M -$905K -3,161 -24%
BJL
197
Brighton Jones LLC
Washington
$2.92M +$18.6K +65 +0.6%
KeyBank National Association
198
KeyBank National Association
Ohio
$2.87M -$7.73K -27 -0.3%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$2.84M +$119K +416 +4%
OPWM
200
Oxinas Partners Wealth Management
Indiana
$2.8M -$564K -1,971 -16%

VBK Hedge Fund Activity: Q3 2021 in Review

771 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2021, worth a combined $8.26B — up 1.4% from $8.14B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VBK positions and 33 closed out — a net gain of 32 holders — while 310 added to existing stakes and 206 trimmed.

The largest buyer was Bank of America, adding an estimated $122M. The largest seller was Vanguard Group, cutting an estimated $50.2M.

  • 771 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2021, up from 758 in Q2 2021.
  • Funds reported $8.26B of Vanguard Small-Cap Growth ETF stock for Q3 2021, up 1.4% quarter-over-quarter.
  • 65 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2021 and 33 closed out, a net change of +32 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2021 was Bank of America, an estimated $122M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2021 was Vanguard Group, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2021.