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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
V
151
Veritable
Delaware
$1.08M -$68.8K -438 -6%
EWA
152
Exencial Wealth Advisors
Oklahoma
$1.08M +$157 +1 +0%
CAN
153
Cetera Advisor Networks
California
$1.07M +$146K +931 +16%
IA
154
IFP Advisors
Florida
$1.04M -$381K -2,422 -27%
GTAM
155
Global Trust Asset Management
Florida
$1.01M +$992K +6,312 New
TWA
156
TCI Wealth Advisors
Arizona
$1.01M +$113K +718 +13%
CCA
157
Clearwater Capital Advisors
Illinois
$996K -$35.8K -228 -4%
WI
158
WrapManager Inc
California
$993K -$629 -4 -0.1%
MA
159
MUFG Americas
New York
$989K +$93.4K +594 +11%
VDFA
160
Vickerman & Driscoll Financial Advisors
Washington
$989K +$966K +6,146 New
FUBT
161
First United Bank & Trust
Maryland
$983K +$13.8K +88 +1%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$978K -$32.7K -208 -3%
ZB
163
Zions Bancorporation
Utah
$946K -$211K -1,345 -19%
QCG
164
Quadrant Capital Group
Ohio
$924K -$47.1K -300 -5%
CCP
165
Corient Capital Partners
California
$920K
CS
166
Comerica Securities
Michigan
$913K +$18.1K +115 +2%
JIC
167
Joel Isaacson & Co
New York
$890K +$213K +1,353 +32%
SBSB
168
Sullivan, Bruyette, Speros & Blaney
Virginia
$889K -$3.62K -23 -0.4%
OIA
169
Optimum Investment Advisors
Illinois
$878K +$629 +4 +0.1%
CTC
170
Central Trust Company
Missouri
$878K +$195K +1,239 +29%
BWM
171
Bernicke Wealth Management
Wisconsin
$871K -$37.4K -238 -4%
KWM
172
Kingsview Wealth Management
Oregon
$860K +$122K +779 +17%
HFA
173
Huber Financial Advisors
Illinois
$837K +$818K +5,202 New
CCA
174
Checchi Capital Advisers
California
$835K +$595K +3,787 +269%
WAG
175
Winthrop Advisory Group
Massachusetts
$824K +$791K +5,034 New

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.