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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
OCG
76
Opus Capital Group
Ohio
$4.69M -$112K -711 -2%
BCIM
77
Bishop & Co Investment Management
Pennsylvania
$4.54M +$3.85M +24,500 +652%
TW
78
Towerpoint Wealth
California
$4.47M +$4.37M +27,803 New
CWM
79
Cranbrook Wealth Management
Michigan
$4.36M -$27.7K -176 -0.6%
BA
80
BKS Advisors
Michigan
$4.27M +$12.1K +77 +0.3%
HCM
81
Howard Capital Management
Georgia
$4.23M +$4.14M +26,313 New
CWM
82
Cornerstone Wealth Management
Missouri
$3.84M -$17.6K -112 -0.5%
NFG
83
Noven Financial Group
Colorado
$3.78M -$149K -947 -4%
FFG
84
Ford Financial Group
California
$3.78M +$3.62M +23,026 New
US Bancorp
85
US Bancorp
Minnesota
$3.75M +$101K +644 +3%
Citigroup
86
Citigroup
New York
$3.69M +$212K +1,348 +6%
Creative Planning
87
Creative Planning
Kansas
$3.56M +$439K +2,794 +14%
RWP
88
RWA Wealth Partners
Massachusetts
$3.51M -$42K -267 -1%
BFS
89
Bradley Foster & Sargent
Connecticut
$3.49M -$66K -420 -2%
CG
90
Colony Group
Massachusetts
$3.34M -$130K -824 -4%
GFPC
91
Global Financial Private Capital
Florida
$3.33M +$90.5K +576 +3%
FIB
92
First Interstate Bank
Montana
$3.3M
LFG
93
LifePlan Financial Group
Ohio
$3.19M
Comerica Bank
94
Comerica Bank
Texas
$3.18M -$134K -852 -4%
PA
95
Probity Advisors
Texas
$3.07M -$470K -2,992 -14%
SEIA
96
Signature Estate & Investment Advisors
California
$3.04M -$67.6K -430 -2%
Mariner
97
Mariner
Kansas
$2.96M +$126K +800 +5%
AWM
98
Avior Wealth Management
Nebraska
$2.91M +$77.5K +493 +3%
AG
99
Advisor Group
Arizona
$2.84M +$267K +1,701 +11%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$2.81M +$1.46M +9,295 +114%

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.