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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
NSIM
351
North Star Investment Management
Illinois
$24K
TF
352
Tompkins Financial
New York
$22K
YWP
353
YorkBridge Wealth Partners
New York
$20K
FCB
354
First Command Bank
Texas
$20K +$19.2K +122 New
FCFS
355
First Command Financial Services
Texas
$20K +$19.2K +122 New
SWA
356
Sutton Wealth Advisors
Florida
$19.9K
W
357
WealthShield
North Carolina
$19K +$18.4K +117 New
WP
358
WealthShield Partners
North Carolina
$19K +$18.4K +117 New
VCM
359
Virtue Capital Management
Tennessee
$19K +$19K +121 New
WCM
360
Whitener Capital Management
North Carolina
$17K +$17K +108 New
WT
361
Whittier Trust
California
$16K
MSA
362
Marino Stram & Associates
Massachusetts
$15K +$14.8K +94 New
CHP
363
Cable Hill Partners
Oregon
$13K +$10.5K +67 +515%
GAM
364
Gemmer Asset Management
California
$9K
VCM
365
Vigilant Capital Management
Maine
$9K +$8.49K +54 New
IF
366
Ironwood Financial
Arizona
$7K
PCG
367
Private Capital Group
Connecticut
$6.72K +$6.56M +41,756 New
WAS
368
Winch Advisory Services
Wisconsin
$6K
VIA
369
Vantage Investment Advisors
Pennsylvania
$5K -$2.67K -17 -36%
TSW
370
Thompson Siegel & Walmsley
Virginia
$5K
POIA
371
Pin Oak Investment Advisors
Texas
$5K +$4.71K +30 New
ACM
372
Armbruster Capital Management
New York
$5K +$5.34K +34 New
ST
373
Smithfield Trust
Pennsylvania
$4K -$30.2K -192 -89%
DBT
374
Dubuque Bank & Trust
Iowa
$4K
RCG
375
Ruggie Capital Group
Florida
$4K

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.