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Vanguard S&P Small-Cap 600 Growth ETF

48 hedge funds and large institutions have $83.4M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

12% more funds holding

Funds holding: 4348 (+5)

6% more capital invested

Capital invested by funds: $78.6M → $83.4M (+$4.74M)

0.88% less ownership

Funds ownership: 55.84%54.96% (-0.88%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$432K +$221K +3,078 +109%
HighTower Advisors
27
HighTower Advisors
Illinois
$426K -$5.3K -74 -1%
GFPC
28
Global Financial Private Capital
Florida
$277K
CAN
29
Cetera Advisor Networks
California
$275K
VF
30
Virtu Financial
New York
$269K -$144K -2,010 -35%
Vanguard Group
31
Vanguard Group
Pennsylvania
$248K
PAG
32
Private Advisor Group
New Jersey
$230K -$1.16M -16,238 -84%
CLOS
33
Compagnie Lombard Odier SCmA
Switzerland
$172K +$84.5K +1,180 +100%
GWM
34
Geneos Wealth Management
Colorado
$155K +$14.3K +200 +10%
Wells Fargo
35
Wells Fargo
California
$138K +$2.01K +28 +2%
US Bancorp
36
US Bancorp
Minnesota
$116K +$10.7K +150 +10%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$82K
ASN
38
Advisory Services Network
Georgia
$57K
WEC
39
Winslow Evans & Crocker
Massachusetts
$40.9K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$37K
Citigroup
41
Citigroup
New York
$28K +$27.2K +380 New
WAM
42
Wealthspire Advisors (Maryland)
Maryland
$21K -$40K -558 -66%
AF
43
Advisornet Financial
Minnesota
$19K +$18.6K +260 New
KJWM
44
Kiley Juergens Wealth Management
Washington
$18K +$18.2K +254 New
AIP
45
Ameritas Investment Partners
Nebraska
$3K +$8.6K +120 +46%
CFA
46
Camarda Financial Advisors
Florida
$1K +$860 +12 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$2.36M -33,572 Closed
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$34.7K -484 Closed

VIOG Hedge Fund Activity: Q4 2017 in Review

48 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2017, worth a combined $83.4M — up 6% from $78.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VIOG positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $1.7M. The largest seller was Bank of America, cutting an estimated $3.56M.

  • 48 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $83.4M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2017, up 6% quarter-over-quarter.
  • 7 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2017 and 2 closed out, a net change of +5 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2017 was RWA Wealth Partners, an estimated $1.7M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2017 was Bank of America, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2017.