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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
276
Community Bank
New York
$25K
PAI
277
Pittenger & Anderson Inc
Nebraska
$25K
BWM
278
Baystate Wealth Management
Massachusetts
$25K +$138 +1 +0.6%
First Manhattan
279
First Manhattan
New York
$25K +$24.7K +178 New
Legal & General Group
280
Legal & General Group
United Kingdom
$22K
NSIM
281
North Star Investment Management
Illinois
$21K
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$21K +$6.92K +50 +51%
SP
283
Symmetry Partners
Connecticut
$21K +$20.8K +150 New
TF
284
Tompkins Financial
New York
$20K
FFW
285
Fusion Family Wealth
New York
$20K +$19.9K +144 New
SWA
286
Sutton Wealth Advisors
Florida
$17.4K
YWP
287
YorkBridge Wealth Partners
New York
$15K
AF
288
Allworth Financial
California
$14K -$8.59K -62 -38%
WT
289
Whittier Trust
California
$14K
IAS
290
INR Advisory Services
Pennsylvania
$13K +$13K +94 New
UWPG
291
Ullmann Wealth Partners Group
Florida
$12K +$12.5K +90 New
RFA
292
Reilly Financial Advisors
California
$11K
GWM
293
Geneos Wealth Management
Colorado
$11K +$277 +2 +3%
Simplex Trading
294
Simplex Trading
Illinois
$9K +$9.14K +66 New
CHP
295
Cable Hill Partners
Oregon
$8K -$22.2K -160 -74%
AIM
296
Advantage Investment Management
Iowa
$8K -$8.59K -62 -53%
GAM
297
Gemmer Asset Management
California
$8K
PA
298
Parallel Advisors
California
$7K
BIG
299
Bellwether Investment Group
Tennessee
$6K -$17.3K -125 -76%
IF
300
Ironwood Financial
Arizona
$6K

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.