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Vanguard Small-Cap Growth ETF

383 hedge funds and large institutions have $3.45B invested in Vanguard Small-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 137 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 19

81% more call options, than puts

Call options by funds: $611K | Put options by funds: $338K

67% more funds holding in top 10

Funds holding in top 10: 1220 (+8)

26% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 109

17% more funds holding

Funds holding: 327383 (+56)

6% more capital invested

Capital invested by funds: $3.24B → $3.45B (+$208M)

0.21% less ownership

Funds ownership: 49.73%49.52% (-0.21%)

Holders
383
Holders Change
+56
Holders Change %
+17.13%
% of All Funds
8.69%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.45%
New
78
Increased
137
Reduced
109
Closed
19
Calls
$611K
Puts
$338K
Net Calls
+$273K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
FDx Advisors
Illinois
$418K +$49.2K +313 +14%
BP
227
Ballentine Partners
Massachusetts
$413K -$118K -750 -23%
MWM
228
Mission Wealth Management
California
$413K +$23.6K +150 +6%
EAM
229
Evanson Asset Management
California
$403K -$71.5K -455 -15%
HIM
230
Hutchens Investment Management
New Hampshire
$402K
BB
231
Busey Bank
Illinois
$399K
HCIA
232
Hochman Cole Investment Advisors
Illinois
$394K
SFS
233
Sowell Financial Services
Arkansas
$386K +$366K +2,327 New
Betterment LLC
234
Betterment LLC
New York
$381K +$95.6K +608 +34%
PA
235
Planning Alternatives
Michigan
$378K
JIC
236
Johnson Investment Counsel
Ohio
$377K +$77K +490 +26%
BG
237
Bahl & Gaynor
Ohio
$374K
Citadel Advisors
238
Citadel Advisors
Florida
$366K -$2.29M -14,586 -87%
Fisher Asset Management
239
Fisher Asset Management
Washington
$359K +$351K +2,231 New
MIM
240
MPI Investment Management
Illinois
$356K +$348K +2,212 New
HCM
241
Hollencrest Capital Management
California
$351K +$343K +2,181 New
AWM
242
AE Wealth Management
Kansas
$347K +$38.2K +243 +13%
GA
243
Gateway Advisory
New Jersey
$346K +$338K +2,150 New
SIAS
244
Shine Investment Advisory Services
Colorado
$341K
WTFG
245
Wells Trecaso Financial Group
Ohio
$339K +$331K +2,105 New
GJIC
246
Gamble Jones Investment Counsel
California
$338K +$33.5K +213 +11%
NP
247
NorthRock Partners
Minnesota
$332K
NAMP
248
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$330K +$31.4K +200 +11%
FDCDDQ
249
Federation des caisses Desjardins du Quebec
Quebec, Canada
$320K +$18.9K +120 +6%
CHA
250
Carmichael Hill & Associates
Maryland
$315K +$308K +1,961 New

VBK Hedge Fund Activity: Q4 2017 in Review

383 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2017, worth a combined $3.45B — up 6.4% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VBK positions and 19 closed out — a net gain of 59 holders — while 137 added to existing stakes and 109 trimmed.

The largest buyer was Bank of America, adding an estimated $12.7M. The largest seller was JP Morgan Chase, cutting an estimated $48.7M.

  • 383 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2017, up from 327 in Q3 2017.
  • Funds reported $3.45B of Vanguard Small-Cap Growth ETF stock for Q4 2017, up 6.4% quarter-over-quarter.
  • 78 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2017 and 19 closed out, a net change of +59 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $12.7M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q4 2017 was JP Morgan Chase, an estimated $48.7M sold.

Based on aggregated 13F filings for Q4 2017.