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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
SAM
251
Silvercrest Asset Management
New York
$314K +$29.1K +185 +10%
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$310K -$10.5K -67 -3%
AIA
253
Allegis Investment Advisors
Idaho
$300K -$1.47M -9,382 -83%
CC
254
Cassaday & Co
Virginia
$299K +$2.52K +16 +0.9%
APA
255
American Portfolios Advisors
New York
$296K +$289K +1,841 New
TNB
256
Thomasville National Bank
Georgia
$290K -$10.4K -66 -4%
BC
257
Burleson & Co
California
$289K +$282K +1,794 New
SS
258
Simplicity Solutions
Minnesota
$287K +$281K +1,786 New
EFSCE
259
Enterprise Financial Services Corp (EFSC)
Missouri
$285K
AWM
260
Altium Wealth Management
New York
$280K +$274K +1,742 New
SBH
261
Segall Bryant & Hamill
Illinois
$278K
MWM
262
Modera Wealth Management
New Jersey
$272K +$157 +1 +0.1%
CB
263
Chemical Bank
Michigan
$270K +$5.03K +32 +2%
FHA
264
Flagship Harbor Advisors
Massachusetts
$269K -$2.99K -19 -1%
AllianceBernstein
265
AllianceBernstein
Tennessee
$267K -$1.1K -7 -0.4%
ACP
266
Aveo Capital Partners
Colorado
$266K +$44.2K +281 +20%
SAM
267
Smithbridge Asset Management
Pennsylvania
$261K +$16.5K +105 +7%
WIC
268
Whitegate Investment Counselors
New Hampshire
$254K -$143K -910 -37%
MWAC
269
Mariner Wealth Advisors (Cincinnati)
Ohio
$252K +$21.1K +134 +9%
APSP
270
Asset Planning Services (Pennsylvania)
Pennsylvania
$250K +$786 +5 +0.3%
Millennium Management
271
Millennium Management
New York
$249K +$244K +1,551 New
IWC
272
Integrated Wealth Concepts
Massachusetts
$247K +$237K +1,505 New
CA
273
Continuum Advisory
Idaho
$245K +$20.4K +130 +9%
LA
274
LexAurum Advisors
Kansas
$237K +$224K +1,425 New
FCI
275
Financial Counselors Inc
Kansas
$233K -$322K -2,048 -59%

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.