Vanguard Morningstar Small-Cap Growth ETF
214 hedge funds and large institutions have $1.26B invested in Vanguard Morningstar Small-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 77 increasing their positions, 43 reducing their positions, and 7 closing their positions.
671% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 7
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
83% more call options, than puts
Call options by funds: $3.58M | Put options by funds: $1.96M
79% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 43
26% more funds holding
Funds holding: 170 → 214 (+44)
12% more capital invested
Capital invested by funds: $1.12B → $1.26B (+$140M)
0.94% more ownership
Funds ownership: 33.8% → 34.74% (+0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDF
Balasa Dinverno & Foltz
|
+$63.5M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$21.3M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$21.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$21.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
Qualcomm Inc
San Diego,
California
|
-$137M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.5M |
| 3 |
Goldman Sachs
New York
|
-$6.75M |
| 4 |
SG Americas Securities
New York
|
-$4.77M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$3.34M |
VBK Hedge Fund Activity: Q4 2013 in Review
214 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q4 2013, worth a combined $1.26B — up 12% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VBK positions and 7 closed out — a net gain of 47 holders — while 77 added to existing stakes and 43 trimmed.
The largest buyer was Balasa Dinverno & Foltz, opening a new position worth an estimated $63.5M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $137M sold.
- 214 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q4 2013, up from 170 in Q3 2013.
- Funds reported $1.26B of Vanguard Morningstar Small-Cap Growth ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 54 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q4 2013 and 7 closed out, a net change of +47 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q4 2013 was Balasa Dinverno & Foltz, an estimated $63.5M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q4 2013 was Qualcomm Inc, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2013.