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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
FTS
176
Fifth Third Securities
Ohio
$3.17M +$3.49M +16,104 New
HGWM
177
Harvest Group Wealth Management
Massachusetts
$3.14M -$199K -919 -6%
CTC
178
Central Trust Company
Missouri
$3.14M +$429K +1,978 +14%
VWA
179
Visionary Wealth Advisors
Illinois
$3.12M +$104K +481 +3%
WWM
180
Western Wealth Management
Colorado
$3.07M +$8.67K +40 +0.3%
MCWS
181
McKinley Carter Wealth Services
West Virginia
$3.07M -$199K -918 -6%
GVAG
182
Great Valley Advisor Group
Delaware
$3M +$15.2K +70 +0.5%
AllianceBernstein
183
AllianceBernstein
Tennessee
$2.96M +$506K +2,334 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.96M +$3.25M +15,000 New
FA
185
Fermata Advisors
California
$2.94M -$321K -1,481 -9%
RWA
186
Redhawk Wealth Advisors
Minnesota
$2.94M +$351K +1,619 +12%
HWM
187
HB Wealth Management
Georgia
$2.93M +$674K +3,109 +26%
FWP
188
FAS Wealth Partners
Kansas
$2.93M +$34.7K +160 +1%
CWM
189
Cranbrook Wealth Management
Michigan
$2.92M -$49.9K -230 -2%
TC
190
Tenret Company
Florida
$2.89M +$14.3K +66 +0.5%
CPO
191
Cerity Partners OCIO
New York
$2.86M -$45.7K -211 -1%
William Blair & Company
192
William Blair & Company
Illinois
$2.85M -$134K -619 -4%
Betterment LLC
193
Betterment LLC
New York
$2.84M +$228K +1,051 +8%
GC
194
Grimes & Company
Massachusetts
$2.82M
VC
195
Veery Capital
Delaware
$2.75M +$367K +1,694 +14%
MWM
196
MY Wealth Management
Maryland
$2.74M +$1.73K +8 +0.1%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$2.71M +$867 +4 +0%
SWM
198
Shelton Wealth Management
Texas
$2.71M +$426K +1,963 +17%
CFMC
199
Curbstone Financial Management Corp
New Hampshire
$2.66M
CWA
200
CJM Wealth Advisers
Virginia
$2.65M -$1.56M -7,208 -35%

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.