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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
RJFSA
1
Raymond James Financial Services Advisors
Florida
$19.6M +$59.6K +832 +0.3%
FAAS
2
First Allied Advisory Services
California
$9.23M +$715K +9,986 +9%
LPL Financial
3
LPL Financial
California
$7.98M -$112K -1,566 -1%
Morgan Stanley
4
Morgan Stanley
New York
$7.17M +$187K +2,612 +3%
RJA
5
Raymond James & Associates
Florida
$5.3M +$198K +2,762 +4%
APA
6
American Portfolios Advisors
New York
$4.92M +$4.83M +67,388 New
GA
7
Gateway Advisory
New Jersey
$3.34M +$145K +2,028 +5%
Stifel Financial
8
Stifel Financial
Missouri
$2.48M -$4.44K -62 -0.2%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.85M +$169K +2,358 +10%
Bank of America
10
Bank of America
North Carolina
$1.85M -$3.56M -49,748 -66%
UBS Group
11
UBS Group
Switzerland
$1.79M +$10K +140 +0.6%
RWP
12
RWA Wealth Partners
Massachusetts
$1.73M +$1.7M +23,726 New
AG
13
Advisor Group
Arizona
$1.63M +$33.4K +466 +2%
Jane Street
14
Jane Street
New York
$1.59M +$378K +5,276 +32%
TH
15
Timber Hill
Connecticut
$1.47M -$450K -6,280 -24%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$1.44M
IWM
17
IHT Wealth Management
Illinois
$1.19M +$1.16M +16,142 New
Ameriprise
18
Ameriprise
Minnesota
$1.16M -$303K -4,228 -21%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$898K +$76.9K +1,074 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$867K +$304K +4,246 +56%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$754K -$107K -1,496 -13%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$704K -$21.1K -294 -3%
PFPT
23
Pinnacle Financial Partners (Tennessee)
Tennessee
$493K -$151K -2,104 -24%
IA
24
IFP Advisors
Florida
$438K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$432K +$21.6K +302 +5%

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.