Vanguard Small-Cap Growth ETF
265 hedge funds and large institutions have $1.83B invested in Vanguard Small-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 13 closing their positions.
223% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 13
139% more call options, than puts
Call options by funds: $609K | Put options by funds: $255K
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
20% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 80
10% more funds holding
Funds holding: 241 → 265 (+24)
7.92% less ownership
Funds ownership: 49.28% → 41.36% (-7.9%)
12% less capital invested
Capital invested by funds: $2.08B → $1.83B (-$245M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$46.9M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$24.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 4 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
+$15.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$406M |
| 2 |
Morgan Stanley
New York
|
-$41.4M |
| 3 |
Goldman Sachs
New York
|
-$24.4M |
| 4 |
Bank of New York Mellon
New York
|
-$19.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3M |
VBK Hedge Fund Activity: Q4 2015 in Review
265 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2015, worth a combined $1.83B — down 12% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VBK positions and 13 closed out — a net gain of 29 holders — while 96 added to existing stakes and 80 trimmed.
The largest buyer was LPL Financial, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $406M.
- 265 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2015, up from 241 in Q3 2015.
- Funds reported $1.83B of Vanguard Small-Cap Growth ETF stock for Q4 2015, down 12% quarter-over-quarter.
- 42 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2015 and 13 closed out, a net change of +29 holders.
- The largest Vanguard Small-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $46.9M added.
- The largest Vanguard Small-Cap Growth ETF seller in Q4 2015 was JP Morgan Chase, an estimated $406M sold.
Based on aggregated 13F filings for Q4 2015.