Vanguard Morningstar Small-Cap Growth ETF
170 hedge funds and large institutions have $1.12B invested in Vanguard Morningstar Small-Cap Growth ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 8 closing their positions.
197% more capital inflows, than outflows
Capital inflows: $136M | Capital outflows: $45.8M
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
117% more call options, than puts
Call options by funds: $4.01M | Put options by funds: $1.84M
41% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 46
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more funds holding
Funds holding: 157 → 170 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$24.1M |
| 2 |
Morgan Stanley
New York
|
+$10.5M |
| 3 |
UBS
Zurich,
Switzerland
|
+$9.88M |
| 4 |
SG Americas Securities
New York
|
+$8.65M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rafferty Asset Management
New York
|
-$11M |
| 2 |
Managed Account Advisors
Jersey City,
New Jersey
|
-$6.66M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.31M |
| 4 |
United Capital Financial Advisors
Irving,
Texas
|
-$4.64M |
| 5 |
DRW Securities
Chicago,
Illinois
|
-$3.89M |
VBK Hedge Fund Activity: Q3 2013 in Review
170 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2013, worth a combined $1.12B — up 18% from $949M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VBK positions and 8 closed out — a net gain of 15 holders — while 65 added to existing stakes and 46 trimmed.
The largest buyer was Quantitative Advantage, opening a new position worth an estimated $24.1M. The largest seller was Rafferty Asset Management, exiting entirely with an estimated $11M sold.
- 170 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2013, up from 157 in Q2 2013.
- Funds reported $1.12B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2013, up 18% quarter-over-quarter.
- 23 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2013 and 8 closed out, a net change of +15 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2013 was Quantitative Advantage, an estimated $24.1M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2013 was Rafferty Asset Management, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2013.