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Vanguard S&P Small-Cap 600 Growth ETF

69 hedge funds and large institutions have $111M invested in Vanguard S&P Small-Cap 600 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

6% more funds holding

Funds holding: 6569 (+4)

0.15% more ownership

Funds ownership: 56.48%56.63% (+0.15%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

26% less capital invested

Capital invested by funds: $149M → $111M (-$38.5M)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$53K +$58.6K +766 New
WEC
52
Winslow Evans & Crocker
Massachusetts
$42K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$36K
AIA
54
Alera Investment Advisors
Illinois
$33K +$36.7K +480 New
VCM
55
Vigilant Capital Management
Maine
$30K +$33.3K +436 New
AIP
56
Ameritas Investment Partners
Nebraska
$27K +$153 +2 +0.5%
CHP
57
Cable Hill Partners
Oregon
$26K
US Bancorp
58
US Bancorp
Minnesota
$21K -$110K -1,442 -83%
WAM
59
Wealthspire Advisors (Maryland)
Maryland
$20K
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$17K +$3.82K +50 +25%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$15K +$16.5K +216 +10,800%
NFG
62
Next Financial Group
Texas
$14K +$15K +196 New
GEA
63
Glen Eagle Advisors
New Jersey
$11.1K
PMFA
64
Plante Moran Financial Advisors
Michigan
$10K +$10.7K +140 New
IA
65
IFP Advisors
Florida
$7K -$547K -7,154 -99%
AP
66
Atwood & Palmer
Missouri
$6K
FCMT
67
Founders Capital Management (Texas)
Texas
$2K +$1.99K +26 New
GA
68
Gateway Advisory
New Jersey
-$6.83M -78,832 Closed
Jane Street
69
Jane Street
New York
-$4.63M -53,434 Closed
JG
70
Jefferies Group
New York
-$4.33M -50,000 Closed
RWML
71
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$433K -5,000 Closed
FA
72
FDx Advisors
Illinois
-$274K -3,156 Closed
OC
73
Oppenheimer & Co
New York
-$266K -3,072 Closed
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
-$216K -2,490 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
-$35K -404 Closed

VIOG Hedge Fund Activity: Q4 2018 in Review

69 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) for Q4 2018, worth a combined $111M — down 26% from $149M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VIOG positions and 10 closed out — a net gain of 4 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $6.63M. The largest seller was Gateway Advisory, exiting entirely with an estimated $6.83M sold.

  • 69 institutional investors held Vanguard S&P Small-Cap 600 Growth ETF (VIOG) as of Q4 2018, up from 65 in Q3 2018.
  • Funds reported $111M of Vanguard S&P Small-Cap 600 Growth ETF stock for Q4 2018, down 26% quarter-over-quarter.
  • 14 funds opened new Vanguard S&P Small-Cap 600 Growth ETF positions in Q4 2018 and 10 closed out, a net change of +4 holders.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF buyer in Q4 2018 was Citadel Advisors, an estimated $6.63M added.
  • The largest Vanguard S&P Small-Cap 600 Growth ETF seller in Q4 2018 was Gateway Advisory, an estimated $6.83M sold.

Based on aggregated 13F filings for Q4 2018.