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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.

New
Increased
Maintained
Reduced
Closed

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: 1220 (+8)

26% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 109

17% more funds holding

Funds holding: 327383 (+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%)

Holders
383
Holders Change
+56
Holders Change %
+17.13%
% of All Funds
8.69%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.45%
New
78
Increased
137
Reduced
109
Closed
19
Calls
$611K
Puts
$338K
Net Calls
+$273K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
51
Peapack-Gladstone Financial Corp
New Jersey
$8.41M -$153K -973 -2%
LIC
52
Lodestar Investment Counsel
Illinois
$8.24M -$67.3K -428 -0.8%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$7.83M +$81.7K +520 +1%
AMG
54
Asset Management Group
Connecticut
$7.5M -$19.2K -122 -0.3%
IFS
55
Ifrah Financial Services
Arkansas
$7.32M +$1.26K +8 +0%
MCM
56
McMillion Capital Management
North Carolina
$7.19M +$160K +1,021 +2%
Goldman Sachs
57
Goldman Sachs
New York
$7.14M -$10.3M -65,599 -60%
CFB
58
Cullen/Frost Bankers
Texas
$7.09M +$41K +261 +0.6%
GPW
59
GFS Private Wealth
Florida
$6.94M +$6.78M +43,128 New
Truist Financial
60
Truist Financial
North Carolina
$6.07M -$136K -868 -2%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$6.03M -$198K -1,259 -3%
SPIA
62
Steward Partners Investment Advisory
New York
$5.77M +$146K +932 +3%
SWM
63
SVA Wealth Management
Wisconsin
$5.76M -$214K -1,363 -4%
GC
64
Garde Capital
Washington
$5.74M +$89K +566 +2%
ONB
65
Old National Bancorp
Indiana
$5.74M +$476K +3,029 +9%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$5.62M +$243K +1,549 +5%
HighTower Advisors
67
HighTower Advisors
Illinois
$5.53M -$48.1K -306 -0.9%
TYCC
68
Texas Yale Capital Corp
Florida
$5.52M +$113K +716 +2%
SWP
69
Stratos Wealth Partners
Ohio
$5.44M -$2.11M -13,452 -28%
HCMT
70
Highland Capital Management (Tennessee)
Tennessee
$5.24M +$932K +5,929 +22%
TNBTD
71
Trustmark National Bank Trust Department
Mississippi
$5.08M -$29.5K -188 -0.6%
FA
72
FC Advisory
Pennsylvania
$4.99M +$103K +657 +2%
MPWT
73
MassMutual Private Wealth & Trust
Connecticut
$4.95M -$279K -1,775 -5%
PFPT
74
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.94M +$74.7K +475 +2%
GIA
75
GHP Investment Advisors
Colorado
$4.91M -$84.2K -536 -2%

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.