Vanguard Morningstar Small-Cap Growth ETF
222 hedge funds and large institutions have $1.4B invested in Vanguard Morningstar Small-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 58 reducing their positions, and 20 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 58
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
11% more capital invested
Capital invested by funds: $1.26B → $1.4B (+$141M)
4% more funds holding
Funds holding: 214 → 222 (+8)
1.78% more ownership
Funds ownership: 34.74% → 36.52% (+1.8%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
48% less call options, than puts
Call options by funds: $882K | Put options by funds: $1.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$61.9M |
| 2 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$47.8M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$47.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.79M |
| 5 |
Goldman Sachs
New York
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$27.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$16M |
| 3 |
PP
Pension Partners
New York
|
-$12.4M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.41M |
| 5 |
Morgan Stanley
New York
|
-$7.12M |
VBK Hedge Fund Activity: Q1 2014 in Review
222 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q1 2014, worth a combined $1.4B — up 11% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VBK positions and 20 closed out — a net gain of 9 holders — while 88 added to existing stakes and 58 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $61.9M. The largest seller was Quantitative Advantage, exiting entirely with an estimated $27.7M sold.
- 222 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q1 2014, up from 214 in Q4 2013.
- Funds reported $1.4B of Vanguard Morningstar Small-Cap Growth ETF stock for Q1 2014, up 11% quarter-over-quarter.
- 29 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q1 2014 and 20 closed out, a net change of +9 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q1 2014 was Deutsche Bank, an estimated $61.9M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q1 2014 was Quantitative Advantage, an estimated $27.7M sold.
Based on aggregated 13F filings for Q1 2014.