We are live on ! Find out more
VBK icon

Vanguard Small-Cap Growth ETF

225 hedge funds and large institutions have $1.48B invested in Vanguard Small-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

50% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 58

16% more capital invested

Capital invested by funds: $1.27B → $1.48B (+$204M)

4% more funds holding

Funds holding: 216225 (+9)

3.06% more ownership

Funds ownership: 34.87%37.93% (+3.1%)

6% less call options, than puts

Call options by funds: $1.54M | Put options by funds: $1.64M

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
33
Increased
87
Reduced
58
Closed
19
Calls
$1.54M
Puts
$1.64M
Net Calls
-$101K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$4.21M -$107K -874 -21%
GIA
52
GHP Investment Advisors
Colorado
$4.2M +$127K +1,037 +3%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$4.07M -$96.6K -786 -2%
Goldman Sachs
54
Goldman Sachs
New York
$4.05M -$3.18M -25,854 -45%
CWM
55
Cranbrook Wealth Management
Michigan
$4.04M +$24.4K +199 +0.6%
FWM
56
Frontier Wealth Management
Missouri
$3.84M +$3.75M +30,497 New
HPBT
57
High Point Bank & Trust
North Carolina
$3.81M
BFA
58
Bragg Financial Advisors
North Carolina
$3.8M -$76.4K -622 -2%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$3.78M -$151K -1,225 -4%
HCMT
60
Highland Capital Management (Tennessee)
Tennessee
$3.77M +$378K +3,075 +11%
SEI Investments
61
SEI Investments
Pennsylvania
$3.77M +$3.67M +29,885 New
Ameriprise
62
Ameriprise
Minnesota
$3.7M +$371K +3,018 +11%
B
63
Baird
Wisconsin
$3.53M +$1.03M +8,346 +42%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.34M -$6.61M -53,831 -67%
TRCT
65
Tower Research Capital (TRC)
New York
$3.14M +$1.19M +9,681 +64%
SFT
66
Simmons First Trust
Arkansas
$2.72M -$7K -57 -0.3%
LFG
67
LifePlan Financial Group
Ohio
$2.71M -$53.2K -433 -2%
SEIA
68
Signature Estate & Investment Advisors
California
$2.7M +$891K +7,251 +51%
NES
69
New England Securities
New York
$2.69M +$246K +2,006 +10%
IWA
70
Inspirion Wealth Advisors
Illinois
$2.69M +$2.63M +21,402 New
SG Americas Securities
71
SG Americas Securities
New York
$2.29M +$2M +16,300 +848%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$2.11M +$63.9K +520 +3%
PSI
73
Pinnacle Summer Investments
Virginia
$2.02M +$387K +3,149 +24%
TAIM
74
TD Ameritrade Investment Management
Nebraska
$1.96M -$33.9K -276 -2%
HIC
75
Hartline Investment Corp
Illinois
$1.95M -$6.14K -50 -0.3%