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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
NSB
251
Norway Savings Bank
Maine
$96K -$14.5K -105 -13%
GRP
252
Global Retirement Partners
California
$91K -$1.11K -8 -1%
HNB
253
Huntington National Bank
Ohio
$91K
BTIS
254
BB&T Investment Services
North Carolina
$84K +$2.77K +20 +4%
EWM
255
Evercore Wealth Management
New York
$82K -$16.6K -120 -17%
BlackRock
256
BlackRock
New York
$79K +$14.7K +106 +23%
AIM
257
Anchor Investment Management
South Carolina
$74.6K +$2.63K +19 +4%
IWM
258
IHT Wealth Management
Illinois
$73K -$21.6K -156 -23%
SIC
259
Salem Investment Counselors
North Carolina
$63K
CAL
260
Capital Advisors Ltd
Ohio
$51K
Manulife (Manufacturers Life Insurance)
261
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$8.03K +58 +19%
VNA
262
Valley National Advisers
Pennsylvania
$48K +$10.1K +73 +28%
VIA
263
Vantage Investment Advisors
Pennsylvania
$46K -$4.57K -33 -9%
NFG
264
Next Financial Group
Texas
$43K -$195K -1,407 -82%
BAM
265
Barrett Asset Management
New York
$42K
TCOV
266
Trust Company of Vermont
Vermont
$42K
KF
267
Krilogy Financial
Missouri
$41K
PB
268
Pinnacle Bancorp
Nebraska
$41K +$39.9K +288 New
SSB
269
Sandy Spring Bank
Maryland
$35K -$1.94K -14 -5%
ClearBridge Investments
270
ClearBridge Investments
New York
$32K
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K
CFN
272
Cordasco Financial Network
Florida
$27K
LNB
273
Ledyard National Bank
$26K -$25.5K -184 -50%
BC
274
Barnett & Company
Tennessee
$26K
WB
275
Webster Bank
Connecticut
$26K +$25.9K +187 New

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.