We are live on ! Find out more
VBK icon

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
WFPG
201
Waller Financial Planning Group
Ohio
$1.39M -$239K -1,323 -16%
OCM
202
One Capital Management
California
$1.37M +$49.6K +275 +4%
PSUF
203
People's United Financial
Connecticut
$1.37M +$15.9K +88 +1%
MFIMFI
204
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.31M +$1.18M +6,550 New
DT
205
Diversified Trust
Tennessee
$1.26M -$7.94K -44 -0.7%
Renaissance Technologies
206
Renaissance Technologies
New York
$1.26M +$1.14M +6,300 New
FI
207
FormulaFolio Investments
Michigan
$1.25M -$130K -718 -10%
Betterment LLC
208
Betterment LLC
New York
$1.24M +$91.7K +508 +9%
CFSG
209
Clark Financial Services Group
Missouri
$1.23M +$1.13M +6,233 New
PMFA
210
Plante Moran Financial Advisors
Michigan
$1.23M -$105K -584 -9%
V
211
Veritable
Delaware
$1.2M -$1.08K -6 -0.1%
UWM
212
USAdvisors Wealth Management
Minnesota
$1.19M +$1.07M +5,947 New
LWP
213
Legacy Wealth Planning
Nevada
$1.19M -$8.48K -47 -0.8%
Financial Engines Advisors
214
Financial Engines Advisors
California
$1.18M -$179K -990 -14%
OIA
215
OneDigital Investment Advisors
Kansas
$1.18M
SC
216
Savant Capital
Illinois
$1.18M -$13.4K -74 -1%
AIC
217
Ameritas Investment Company
Nebraska
$1.17M -$443K -2,456 -29%
RJT
218
Raymond James Trust
Florida
$1.16M +$210K +1,163 +25%
FAIM
219
Financial Advocates Investment Management
Washington
$1.16M -$1.99K -11 -0.2%
ZCM
220
Ziegler Capital Management
Illinois
$1.16M +$1.05M +5,811 New
MOS
221
MGO One Seven
Ohio
$1.15M -$101K -562 -9%
WTFG
222
Wells Trecaso Financial Group
Ohio
$1.15M +$1.26K +7 +0.1%
TWA
223
TCI Wealth Advisors
Arizona
$1.14M -$1.63K -9 -0.2%
SFP
224
Strategic Financial Partners
Oregon
$1.14M -$224K -1,243 -18%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$1.13M -$371K -2,055 -27%

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.