Vanguard Small-Cap Growth ETF
327 hedge funds and large institutions have $3.24B invested in Vanguard Small-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 90 reducing their positions, and 29 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 90
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
15% more capital invested
Capital invested by funds: $2.82B → $3.24B (+$422M)
12% more call options, than puts
Call options by funds: $698K | Put options by funds: $626K
4.01% more ownership
Funds ownership: 45.72% → 49.73% (+4%)
1% more funds holding
Funds holding: 324 → 327 (+3)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$233M |
| 2 |
JP Morgan Chase
New York
|
+$67M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$11.9M |
| 4 |
Goldman Sachs
New York
|
+$11.4M |
| 5 |
AssetMark Inc
Concord,
California
|
+$8.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$24.6M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$19.9M |
| 3 |
CPO
Cerity Partners OCIO
New York
|
-$16.4M |
| 4 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$7.07M |
| 5 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$5.65M |
VBK Hedge Fund Activity: Q3 2017 in Review
327 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2017, worth a combined $3.24B — up 15% from $2.82B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VBK positions and 29 closed out — a net gain of 6 holders — while 138 added to existing stakes and 90 trimmed.
The largest buyer was Bank of America, adding an estimated $233M. The largest seller was Horizon Investments, exiting entirely with an estimated $24.6M sold.
- 327 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2017, up from 324 in Q2 2017.
- Funds reported $3.24B of Vanguard Small-Cap Growth ETF stock for Q3 2017, up 15% quarter-over-quarter.
- 35 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2017 and 29 closed out, a net change of +6 holders.
- The largest Vanguard Small-Cap Growth ETF buyer in Q3 2017 was Bank of America, an estimated $233M added.
- The largest Vanguard Small-Cap Growth ETF seller in Q3 2017 was Horizon Investments, an estimated $24.6M sold.
Based on aggregated 13F filings for Q3 2017.