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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
IWM
301
IHT Wealth Management
Illinois
$128K +$42.4K +270 +53%
BTIS
302
BB&T Investment Services
North Carolina
$126K
FANJ
303
Financial Architects (New Jersey)
New Jersey
$125K +$786 +5 +0.6%
LYV
304
Live Your Vision
Pennsylvania
$119K
BC
305
Bartlett & Co
Ohio
$118K
EDRH
306
Edmond de Rothschild Holding
Switzerland
$117K
KBFS
307
Kohmann Bosshard Financial Services
Ohio
$116K -$14.6K -93 -11%
GRP
308
Global Retirement Partners
California
$116K +$12.3K +78 +12%
BWM
309
Baystate Wealth Management
Massachusetts
$112K +$75.9K +483 +271%
NSB
310
Norway Savings Bank
Maine
$110K
OC
311
Oakworth Capital
Alabama
$109K
AF
312
Advisornet Financial
Minnesota
$104K +$101K +644 New
AIM
313
Anchor Investment Management
South Carolina
$96.5K +$11K +70 +13%
LWA
314
Lenox Wealth Advisors
New York
$96K +$93.8K +597 New
SWM
315
SeaCrest Wealth Management
New York
$94K +$92.1K +586 New
BWA
316
Burt Wealth Advisors
Maryland
$86K
AFNAS
317
American Financial Network Advisory Services
California
$85K +$629 +4 +0.8%
EWM
318
Evercore Wealth Management
New York
$83K -$8.64K -55 -10%
PG
319
Patten Group
Tennessee
$76K
CAL
320
Capital Analysts LLC
Pennsylvania
$73K -$62.7K -399 -47%
EA
321
Edge Advisors
Georgia
$73K +$23.4K +149 +48%
KJWM
322
Kiley Juergens Wealth Management
Washington
$73K +$71.4K +454 New
BlackRock
323
BlackRock
New York
$66K
TDC
324
Thompson Davis & Co
Virginia
$64K +$62.9K +400 New
HNB
325
Huntington National Bank
Ohio
$63K

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.