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Vanguard Small-Cap Growth ETF

308 hedge funds and large institutions have $2.79B invested in Vanguard Small-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

23% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.28M

17% more capital invested

Capital invested by funds: $2.39B → $2.79B (+$402M)

10% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 106

4% more funds holding

Funds holding: 296308 (+12)

1.74% more ownership

Funds ownership: 45.12%46.86% (+1.7%)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
308
Holders Change
+12
Holders Change %
+4.05%
% of All Funds
7.67%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.3%
New
32
Increased
117
Reduced
106
Closed
17
Calls
$1.58M
Puts
$1.28M
Net Calls
+$295K
Net Calls Change
-$326K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$3.58M +$21.3K +154 +0.6%
HCMT
77
Highland Capital Management (Tennessee)
Tennessee
$3.47M -$420K -3,030 -11%
FFEC
78
First Financial Equity Corporation
Arizona
$3.39M +$3.36M +24,248 New
IA
79
IFP Advisors
Florida
$3.31M +$17.6K +127 +0.5%
Citigroup
80
Citigroup
New York
$3.26M -$3.19K -23 -0.1%
CWM
81
Cornerstone Wealth Management
Missouri
$3.25M +$16.3K +118 +0.5%
PA
82
Probity Advisors
Texas
$3.14M +$125K +900 +4%
FFS
83
Founders Financial Securities
Maryland
$3.1M -$2.59M -18,701 -46%
RWP
84
RWA Wealth Partners
Massachusetts
$3.01M +$2.21M +15,926 +291%
Creative Planning
85
Creative Planning
Kansas
$2.98M +$358K +2,586 +14%
Comerica Bank
86
Comerica Bank
Texas
$2.97M -$1.08M -7,790 -27%
LFG
87
LifePlan Financial Group
Ohio
$2.92M -$4.02K -29 -0.1%
FIB
88
First Interstate Bank
Montana
$2.89M
KFS
89
Kissinger Financial Services
Maryland
$2.72M -$6.79K -49 -0.3%
BFS
90
Bradley Foster & Sargent
Connecticut
$2.68M +$562K +4,060 +27%
MCM
91
Manchester Capital Management
Vermont
$2.65M -$170K -1,227 -6%
TH
92
Timber Hill
Connecticut
$2.64M -$3.07M -22,197 -54%
Mariner
93
Mariner
Kansas
$2.61M -$214K -1,548 -8%
FC
94
Forte Capital
New York
$2.6M -$236K -1,701 -8%
PAG
95
Private Advisor Group
New Jersey
$2.55M -$154K -1,115 -6%
SB
96
Simmons Bank
Arkansas
$2.53M -$147K -1,063 -6%
AWM
97
Avior Wealth Management
Nebraska
$2.5M -$40.4K -292 -2%
CG
98
Colony Group
Massachusetts
$2.41M +$311K +2,248 +15%
OC
99
Oppenheimer & Co
New York
$2.37M +$2.33M +16,822 New
PMG
100
ProVise Management Group
Florida
$2.34M +$46.9K +339 +2%

VBK Hedge Fund Activity: Q1 2017 in Review

308 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2017, worth a combined $2.79B — up 17% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VBK positions and 17 closed out — a net gain of 15 holders — while 117 added to existing stakes and 106 trimmed.

The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Horizon Investments, cutting an estimated $42.7M.

  • 308 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2017, up from 296 in Q4 2016.
  • Funds reported $2.79B of Vanguard Small-Cap Growth ETF stock for Q1 2017, up 17% quarter-over-quarter.
  • 32 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +15 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2017 was Bank of America, an estimated $125M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2017 was Horizon Investments, an estimated $42.7M sold.

Based on aggregated 13F filings for Q1 2017.