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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
M&T Bank
176
M&T Bank
New York
$596K -$31.3K -226 -5%
BSW
177
Buckingham Strategic Wealth
Missouri
$591K +$62.5K +451 +12%
CS
178
Credit Suisse
Switzerland
$574K +$129K +930 +30%
BTS
179
BB&T Securities
Virginia
$569K -$355K -2,563 -39%
JIC
180
Joel Isaacson & Co
New York
$560K +$138 +1 +0%
MFS
181
McNamara Financial Services
Massachusetts
$556K -$19.4K -140 -3%
CIA
182
Covington Investment Advisors
Pennsylvania
$545K +$1.39K +10 +0.3%
CTC
183
Central Trust Company
Missouri
$498K -$3.19K -23 -0.6%
RJT
184
Raymond James Trust
Florida
$490K
CPIG
185
Chicago Partners Investment Group
Illinois
$482K +$969 +7 +0.2%
BP
186
Ballentine Partners
Massachusetts
$478K +$102K +736 +28%
FA
187
FDx Advisors
Illinois
$466K -$159K -1,147 -26%
TFF
188
The Family Firm
Maryland
$462K -$831 -6 -0.2%
AL
189
Aspiriant LLC
California
$427K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$399K +$61.6K +445 +19%
ABC
191
Associated Banc-Corp
Wisconsin
$394K +$15.2K +110 +4%
MCTIC
192
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$392K
WIC
193
Whitegate Investment Counselors
New Hampshire
$389K -$43.6K -315 -10%
SCM
194
SOL Capital Management
Maryland
$387K +$118K +850 +45%
Fiera Capital (Canada)
195
Fiera Capital (Canada)
Quebec, Canada
$385K +$379K +2,735 New
WB
196
WesBanco Bank
West Virginia
$382K -$34.6K -250 -8%
CBU
197
CIBC Bank USA
Illinois
$382K
BF
198
BOK Financial
Oklahoma
$380K +$22.4K +162 +6%
CB
199
Commerce Bank
Missouri
$357K +$5.12K +37 +1%
HIM
200
Hutchens Investment Management
New Hampshire
$351K

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.