Vanguard Small-Cap Growth ETF
455 hedge funds and large institutions have $3.57B invested in Vanguard Small-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 138 increasing their positions, 145 reducing their positions, and 65 closing their positions.
38% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 65
20% more call options, than puts
Call options by funds: $919K | Put options by funds: $768K
5% more funds holding
Funds holding: 434 → 455 (+21)
5% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 145
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
6.17% less ownership
Funds ownership: 55.25% → 49.08% (-6.2%)
20% less capital invested
Capital invested by funds: $4.48B → $3.57B (-$902M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$77.1M |
| 2 |
JP Morgan Chase
New York
|
+$24.4M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$8.26M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$7.72M |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
+$7.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$594M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$64M |
| 3 |
QI
QS Investors
New York
|
-$26.6M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$25.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$18.4M |
VBK Hedge Fund Activity: Q4 2018 in Review
455 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2018, worth a combined $3.57B — down 20% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new VBK positions and 65 closed out — a net gain of 25 holders — while 138 added to existing stakes and 145 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $77.1M. The largest seller was Cornerstone Wealth Management, cutting an estimated $594M.
- 455 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2018, up from 434 in Q3 2018.
- Funds reported $3.57B of Vanguard Small-Cap Growth ETF stock for Q4 2018, down 20% quarter-over-quarter.
- 90 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2018 and 65 closed out, a net change of +25 holders.
- The largest Vanguard Small-Cap Growth ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $77.1M added.
- The largest Vanguard Small-Cap Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $594M sold.
Based on aggregated 13F filings for Q4 2018.