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Vanguard S&P Small-Cap 600 Growth ETF

55 hedge funds and large institutions have $129M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

37% more capital invested

Capital invested by funds: $94M → $129M (+$34.5M)

25% more funds holding

Funds holding: 4455 (+11)

3.21% more ownership

Funds ownership: 57.69%60.9% (+3.2%)

Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
26
Capital Planning Advisors
California
$483K +$468K +5,944 New
HighTower Advisors
27
HighTower Advisors
Illinois
$477K -$1.26K -16 -0.3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$419K
AF
29
Advisornet Financial
Minnesota
$374K +$342K +4,344 +1,671%
Vanguard Group
30
Vanguard Group
Pennsylvania
$358K +$79.4K +1,008 +30%
GFPC
31
Global Financial Private Capital
Florida
$308K
DADC
32
D.A. Davidson & Co
Montana
$277K +$269K +3,418 New
RJT
33
Raymond James Trust
Florida
$273K +$265K +3,360 New
OC
34
Oppenheimer & Co
New York
$251K +$244K +3,096 New
YU
35
Yale University
Connecticut
$244K +$236K +3,000 New
LNC
36
Lincoln National Corp
Pennsylvania
$225K
PAG
37
Private Advisor Group
New Jersey
$218K -$1.27M -16,104 -86%
Wells Fargo
38
Wells Fargo
California
$178K -$6.14K -78 -3%
GWM
39
Geneos Wealth Management
Colorado
$178K +$5.51K +70 +3%
US Bancorp
40
US Bancorp
Minnesota
$129K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$109K +$16.9K +214 +19%
ASN
42
Advisory Services Network
Georgia
$67K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$57K +$4.25K +54 +8%
CF
44
Centaurus Financial
California
$49K +$47.3K +600 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$46K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$43K +$41.3K +524 New
AIP
47
Ameritas Investment Partners
Nebraska
$32K +$1.58K +20 +5%
CHP
48
Cable Hill Partners
Oregon
$31K
Citigroup
49
Citigroup
New York
$31K
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$23K

VIOG Hedge Fund Activity: Q2 2018 in Review

55 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q2 2018, worth a combined $129M — up 37% from $94M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VIOG positions and 1 closed out — a net gain of 11 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was RWA Wealth Partners, adding an estimated $8.8M. The largest seller was Private Advisor Group, cutting an estimated $1.27M.

  • 55 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q2 2018, up from 44 in Q1 2018.
  • Funds reported $129M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q2 2018, up 37% quarter-over-quarter.
  • 12 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q2 2018 and 1 closed out, a net change of +11 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q2 2018 was RWA Wealth Partners, an estimated $8.8M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q2 2018 was Private Advisor Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2018.