Vanguard Small-Cap Growth ETF
596 hedge funds and large institutions have $4.87B invested in Vanguard Small-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 209 increasing their positions, 158 reducing their positions, and 31 closing their positions.
303% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 31
162% more call options, than puts
Call options by funds: $2.57M | Put options by funds: $979K
32% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 158
18% more funds holding
Funds holding: 507 → 596 (+89)
12% more capital invested
Capital invested by funds: $4.36B → $4.87B (+$518M)
0.6% more ownership
Funds ownership: 49.05% → 49.64% (+0.6%)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$36M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.7M |
| 4 |
AssetMark Inc
Concord,
California
|
+$14.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Summit Financial Strategies
Columbus,
Ohio
|
-$22.1M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$21.1M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$10.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.3M |
| 5 |
Jane Street
New York
|
-$10.2M |
VBK Hedge Fund Activity: Q4 2019 in Review
596 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2019, worth a combined $4.87B — up 12% from $4.36B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new VBK positions and 31 closed out — a net gain of 94 holders — while 209 added to existing stakes and 158 trimmed.
The largest buyer was QS Investors, adding an estimated $36M. The largest seller was Summit Financial Strategies, exiting entirely with an estimated $22.1M sold.
- 596 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2019, up from 507 in Q3 2019.
- Funds reported $4.87B of Vanguard Small-Cap Growth ETF stock for Q4 2019, up 12% quarter-over-quarter.
- 125 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2019 and 31 closed out, a net change of +94 holders.
- The largest Vanguard Small-Cap Growth ETF buyer in Q4 2019 was QS Investors, an estimated $36M added.
- The largest Vanguard Small-Cap Growth ETF seller in Q4 2019 was Summit Financial Strategies, an estimated $22.1M sold.
Based on aggregated 13F filings for Q4 2019.