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Vanguard Small-Cap Growth ETF

495 hedge funds and large institutions have $4.63B invested in Vanguard Small-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 175 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.51M

58% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $4.26B → $4.63B (+$372M)

2% more funds holding

Funds holding: 484495 (+11)

7% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 163

1.15% less ownership

Funds ownership: 51.65%50.51% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 2827 (-1)

Holders
495
Holders Change
+11
Holders Change %
+2.27%
% of All Funds
10.75%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.59%
New
49
Increased
175
Reduced
163
Closed
31
Calls
$3.71M
Puts
$1.51M
Net Calls
+$2.21M
Net Calls Change
+$314K
Name Holding Trade Value Shares
Change
Change in
Stake
JC
26
Jentner Corp
Ohio
$23.4M -$4.21M -23,168 -16%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$23.1M +$1.87M +10,266 +9%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$22.8M +$1.12M +6,158 +5%
SFS
29
Summit Financial Strategies
Ohio
$22.4M +$459K +2,526 +2%
RJA
30
Raymond James & Associates
Florida
$21.8M +$9.77M +53,728 +85%
Stifel Financial
31
Stifel Financial
Missouri
$20.8M +$983K +5,404 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$16.3M +$488K +2,685 +3%
MFW
33
Mosaic Family Wealth
Missouri
$15.8M +$322K +1,771 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$15.2M -$47.1K -259 -0.3%
QIM
35
Quest Investment Management
Oregon
$14.9M
F
36
F3Logic
Minnesota
$14.9M +$2.37M +13,025 +19%
MIS
37
Morningstar Investment Services
Illinois
$14.9M -$4.13M -22,705 -22%
IWA
38
Inspirion Wealth Advisors
Illinois
$14.6M +$168K +923 +1%
LNC
39
Lincoln National Corp
Pennsylvania
$13M +$471K +2,591 +4%
BFA
40
Bragg Financial Advisors
North Carolina
$12.8M +$299K +1,641 +2%
SFG
41
Sage Financial Group
Pennsylvania
$11.8M -$364 -2 -0%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$11.6M -$477K -2,623 -4%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$11.5M -$4.37K -24 -0%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$11.4M -$894K -4,913 -7%
BIA
45
BHK Investment Advisors
Alabama
$11.2M +$324K +1,780 +3%
SCA
46
Spearhead Capital Advisors
Florida
$10.8M -$2.46M -13,546 -19%
MA
47
MUFG Americas
New York
$10.6M +$2.47M +13,585 +31%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$10.6M +$546 +3 +0%
SFI
49
SPC Financial Inc
Maryland
$10.5M -$169K -927 -2%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$10.2M +$27.8K +153 +0.3%

VBK Hedge Fund Activity: Q2 2019 in Review

495 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2019, worth a combined $4.63B — up 8.7% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VBK positions and 31 closed out — a net gain of 18 holders — while 175 added to existing stakes and 163 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $228M. The largest seller was Wells Fargo, cutting an estimated $33.8M.

  • 495 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2019, up from 484 in Q1 2019.
  • Funds reported $4.63B of Vanguard Small-Cap Growth ETF stock for Q2 2019, up 8.7% quarter-over-quarter.
  • 49 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2019 and 31 closed out, a net change of +18 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $228M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2019 was Wells Fargo, an estimated $33.8M sold.

Based on aggregated 13F filings for Q2 2019.