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Vanguard Small-Cap Growth ETF

308 hedge funds and large institutions have $2.79B invested in Vanguard Small-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

23% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.28M

17% more capital invested

Capital invested by funds: $2.39B → $2.79B (+$402M)

10% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 106

4% more funds holding

Funds holding: 296308 (+12)

1.74% more ownership

Funds ownership: 45.12%46.86% (+1.7%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
308
Holders Change
+12
Holders Change %
+4.05%
% of All Funds
7.67%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.3%
New
32
Increased
117
Reduced
106
Closed
17
Calls
$1.58M
Puts
$1.28M
Net Calls
+$295K
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Chemical Bank
Michigan
$235K
CIC
227
Carnegie Investment Counsel
Ohio
$232K +$224K +1,614 New
FCI
228
Financial Counselors Inc
Kansas
$230K -$969 -7 -0.4%
CAL
229
Capital Analysts LLC
Pennsylvania
$230K -$168K -1,216 -43%
FHA
230
Flagship Harbor Advisors
Massachusetts
$229K +$229K +1,653 New
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$228K -$41K -296 -15%
AAP
232
Arax Advisory Partners
Colorado
$224K +$204K +1,471 +1,206%
SBH
233
Segall Bryant & Hamill
Illinois
$222K
APSP
234
Asset Planning Services (Pennsylvania)
Pennsylvania
$217K +$16.3K +118 +8%
FWIA
235
Fort Washington Investment Advisors
Ohio
$205K +$202K +1,459 New
OC
236
Oakworth Capital
Alabama
$188K
JGIA
237
Jackson Grant Investment Advisers
Connecticut
$171K +$831 +6 +0.5%
CG
238
Cutler Group
California
$165K +$138K +1,000 +562%
SF
239
Synovus Financial
Georgia
$162K +$138 +1 +0.1%
WA
240
WFG Advisors
Texas
$160K -$91.1K -658 -37%
AC
241
Alexandria Capital
Virginia
$149K +$146K +1,056 New
WEC
242
Winslow Evans & Crocker
Massachusetts
$144K
BRC
243
Bell Rock Capital
Delaware
$136K -$58.3K -421 -30%
BFEC
244
Benjamin F. Edwards & Company
Missouri
$119K -$2.83M -20,423 -96%
KBFS
245
Kohmann Bosshard Financial Services
Ohio
$114K +$112K +812 New
BC
246
Bartlett & Co
Ohio
$112K
FANJ
247
Financial Architects (New Jersey)
New Jersey
$108K -$4.16K -30 -4%
PSUF
248
People's United Financial
Connecticut
$106K
EDRH
249
Edmond de Rothschild Holding
Switzerland
$103K +$101K +730 New
LYV
250
Live Your Vision
Pennsylvania
$101K

VBK Hedge Fund Activity: Q1 2017 in Review

308 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2017, worth a combined $2.79B — up 17% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VBK positions and 17 closed out — a net gain of 15 holders — while 117 added to existing stakes and 106 trimmed.

The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Horizon Investments, cutting an estimated $42.7M.

  • 308 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2017, up from 296 in Q4 2016.
  • Funds reported $2.79B of Vanguard Small-Cap Growth ETF stock for Q1 2017, up 17% quarter-over-quarter.
  • 32 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +15 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2017 was Bank of America, an estimated $125M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2017 was Horizon Investments, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2017.