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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
PFA
276
Paradigm Financial Advisors
Missouri
$230K +$2.36K +15 +1%
CS
277
Credit Suisse
Switzerland
$222K -$6.08M -38,680 -97%
CM
278
Capital Management
Virginia
$219K -$11.8K -75 -5%
CCM
279
Coe Capital Management
Illinois
$213K
BRWA
280
B. Riley Wealth Advisors
Florida
$211K +$206K +1,311 New
ACI
281
Alpha Cubed Investments
California
$211K +$206K +1,312 New
IH
282
IFC Holdings
Florida
$209K -$15.1K -96 -7%
SWM
283
Segment Wealth Management
Texas
$208K +$204K +1,295 New
EVM
284
Eaton Vance Management
Massachusetts
$206K +$202K +1,283 New
THWM
285
Taylor Hoffman Wealth Management
Virginia
$204K +$199K +1,269 New
WA
286
WP Advisors
California
$201K +$197K +1,252 New
JGIA
287
Jackson Grant Investment Advisers
Connecticut
$197K +$629 +4 +0.3%
LNWWM
288
Laird Norton Wetherby Wealth Management
California
$194K
First Manhattan
289
First Manhattan
New York
$194K +$162K +1,029 +575%
CA
290
Calton & Associates
Florida
$194K +$180K +1,143 New
RFC
291
Regions Financial Corp
Alabama
$189K +$185K +1,178 New
BRC
292
Bell Rock Capital
Delaware
$187K +$2.99K +19 +2%
JFA
293
JNBA Financial Advisors
Minnesota
$182K -$58K -369 -25%
SFSIG
294
San Francisco Sentry Investment Group
California
$177K
TFS
295
TrustCore Financial Services
Tennessee
$175K +$171K +1,089 New
MFT
296
Moisand Fitzgerald Tamayo
Florida
$173K
PA
297
Parallel Advisors
California
$168K +$31.4K +200 +24%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$156K +$152K +968 New
Manulife (Manufacturers Life Insurance)
299
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135K +$1.26K +8 +1%
RPC
300
Rossmore Private Capital
Connecticut
$131K +$128K +817 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.