Vanguard Small-Cap Growth ETF
723 hedge funds and large institutions have $7.56B invested in Vanguard Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 265 increasing their positions, 184 reducing their positions, and 36 closing their positions.
286% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 36
44% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 184
34% more funds holding in top 10
Funds holding in top 10: 35 → 47 (+12)
30% more capital invested
Capital invested by funds: $5.83B → $7.56B (+$1.73B)
14% more funds holding
Funds holding: 634 → 723 (+89)
0.17% less ownership
Funds ownership: 52.44% → 52.27% (-0.17%)
83% less call options, than puts
Call options by funds: $5.03M | Put options by funds: $29.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$107M |
| 2 |
Morgan Stanley
New York
|
+$21.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.8M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$14.6M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$56.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$30.4M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$12.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.7M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.9M |
VBK Hedge Fund Activity: Q4 2020 in Review
723 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2020, worth a combined $7.56B — up 30% from $5.83B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new VBK positions and 36 closed out — a net gain of 103 holders — while 265 added to existing stakes and 184 trimmed.
The largest buyer was Vanguard Group, adding an estimated $107M. The largest seller was Jones Financial Companies, cutting an estimated $56.9M.
- 723 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2020, up from 634 in Q3 2020.
- Funds reported $7.56B of Vanguard Small-Cap Growth ETF stock for Q4 2020, up 30% quarter-over-quarter.
- 139 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2020 and 36 closed out, a net change of +103 holders.
- The largest Vanguard Small-Cap Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $107M added.
- The largest Vanguard Small-Cap Growth ETF seller in Q4 2020 was Jones Financial Companies, an estimated $56.9M sold.
Based on aggregated 13F filings for Q4 2020.