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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
VFA
326
Valeo Financial Advisors
Indiana
$63K +$21.4K +136 +53%
CAL
327
Capital Advisors Ltd
Ohio
$59K
OIA
328
OneDigital Investment Advisors
Kansas
$58K +$16.7K +106 +71%
GWM
329
Geneos Wealth Management
Colorado
$57K +$44K +280 +350%
PAI
330
Pittenger & Anderson Inc
Nebraska
$56K
VNA
331
Valley National Advisers
Pennsylvania
$54K
OPWM
332
Oak Point Wealth Management
Michigan
$54K +$53.1K +338 New
WEC
333
Winslow Evans & Crocker
Massachusetts
$53.1K
BAM
334
Barrett Asset Management
New York
$48K
TCOV
335
Trust Company of Vermont
Vermont
$48K
KF
336
Krilogy Financial
Missouri
$47K +$157 +1 +0.3%
SSB
337
Sandy Spring Bank
Maryland
$40K -$6.29K -40 -14%
RFA
338
Reilly Financial Advisors
California
$38K -$8.17K -52 -18%
CCM
339
Covington Capital Management
California
$37K
JFGIW
340
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K +$2.83K +18 +9%
IWP
341
Icon Wealth Partners
Texas
$37K +$36K +229 New
FGC
342
Financial Gravity Companies
Texas
$36K +$34.1K +217 New
AIM
343
Advantage Investment Management
Iowa
$36K +$35.5K +226 New
CFN
344
Cordasco Financial Network
Florida
$31K
LNB
345
Ledyard National Bank
$30K
SPI
346
Santori & Peters Inc
Pennsylvania
$30K +$30.8K +196 New
ME
347
McIlrath & Eck
Washington
$29K +$28.1K +179 New
JCM
348
Jacobi Capital Management
Pennsylvania
$25K +$19.6K +125 +500%
CB
349
Community Bank
New York
$24K -$4.4K -28 -16%
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$24K

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.