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.
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: 12 → 20 (+8)
26% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 109
17% more funds holding
Funds holding: 327 → 383 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$12.7M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$8.45M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.36M |
| 4 |
AssetMark Inc
Concord,
California
|
+$6.17M |
| 5 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$48.7M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$11.3M |
| 3 |
Goldman Sachs
New York
|
-$10.3M |
| 4 |
SG Americas Securities
New York
|
-$8.29M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
401
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$19K | -124 | Closed |
|
|
CCM
402
Cribstone Capital Management
Augusta,
Maine
| – | -$5K | -30 | Closed |
|
|
CA
403
Centerpoint Advisors
Needham,
Massachusetts
| – | +$471 | +3 | 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.