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Vanguard Small-Cap Growth ETF

296 hedge funds and large institutions have $2.39B invested in Vanguard Small-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 119 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $540K

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

47% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 81

14% more capital invested

Capital invested by funds: $2.1B → $2.39B (+$292M)

7% more funds holding

Funds holding: 277296 (+19)

2.19% more ownership

Funds ownership: 42.93%45.12% (+2.2%)

Holders
296
Holders Change
+19
Holders Change %
+6.86%
% of All Funds
7.4%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.42%
New
43
Increased
119
Reduced
81
Closed
21
Calls
$1.16M
Puts
$540K
Net Calls
+$621K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
BF
201
BOK Financial
Oklahoma
$338K +$5.36K +41 +2%
CB
202
Commerce Bank
Missouri
$333K +$31.6K +242 +11%
HIM
203
Hutchens Investment Management
New Hampshire
$332K
HCIA
204
Hochman Cole Investment Advisors
Illinois
$325K
JP Morgan Chase
205
JP Morgan Chase
New York
$320K +$236K +1,806 +301%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$318K +$80.2K +614 +35%
PA
207
Planning Alternatives
Michigan
$313K -$37.9K -290 -11%
Bessemer Group
208
Bessemer Group
New Jersey
$311K
CC
209
Cassaday & Co
Virginia
$310K +$68.6K +525 +29%
ST
210
Smithfield Trust
Pennsylvania
$309K +$302K +2,313 +25,700%
EAM
211
Evanson Asset Management
California
$286K +$1.31K +10 +0.5%
BB
212
Busey Bank
Illinois
$284K
SFM
213
Signet Financial Management
New Jersey
$277K +$272K +2,084 New
GS
214
Girard Securities
California
$276K +$11.1K +85 +4%
NP
215
NorthRock Partners
Minnesota
$275K
BG
216
Bahl & Gaynor
Ohio
$266K
PFM
217
Parsec Financial Management
North Carolina
$263K +$258K +1,973 New
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$255K +$915 +7 +0.4%
SCM
219
SOL Capital Management
Maryland
$253K +$45.7K +350 +23%
NAMP
220
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$246K
WA
221
WFG Advisors
Texas
$239K +$94.7K +725 +68%
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$233K -$8.49K -65 -4%
NFG
223
Next Financial Group
Texas
$227K -$28.4K -217 -11%
CS
224
Comerica Securities
Michigan
$226K -$3.92K -30 -2%
GJIC
225
Gamble Jones Investment Counsel
California
$223K -$7.06K -54 -3%

VBK Hedge Fund Activity: Q4 2016 in Review

296 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2016, worth a combined $2.39B — up 14% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new VBK positions and 21 closed out — a net gain of 22 holders — while 119 added to existing stakes and 81 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $251M. The largest seller was Bank of America, cutting an estimated $51.9M.

  • 296 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2016, up from 277 in Q3 2016.
  • Funds reported $2.39B of Vanguard Small-Cap Growth ETF stock for Q4 2016, up 14% quarter-over-quarter.
  • 43 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2016 and 21 closed out, a net change of +22 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q4 2016 was Jones Financial Companies, an estimated $251M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q4 2016 was Bank of America, an estimated $51.9M sold.

Based on aggregated 13F filings for Q4 2016.