Vanguard Morningstar Small-Cap Growth ETF
VBK
214 hedge funds and large institutions have $1.25B invested in Vanguard Morningstar Small-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 24 closing their positions.
4% less funds holding
Funds holding: 222 → 214 (-8)
3.97% less ownership
Funds ownership: 36.52% → 32.55% (-4%)
10% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 78
11% less capital invested
Capital invested by funds: $1.4B → $1.25B (-$154M)
25% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 24
30% less call options, than puts
Call options by funds: $1.75M | Put options by funds: $2.51M
67% less funds holding in top 10
Funds holding in top 10: 9 → 3 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
+$32.2M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$15.5M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$10.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.72M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$70.4M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$70.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$60.6M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$17.9M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.16M |
VBK Hedge Fund Activity: Q2 2014 in Review
214 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2014, worth a combined $1.25B — down 11% from $1.4B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of VBK and 18 opened new positions — a net loss of 6 holders — while 78 trimmed existing stakes and 70 added.
The largest buyer was IndexIQ Advisors, adding an estimated $32.2M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $70.4M sold.
- 214 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2014, down from 222 in Q1 2014.
- Funds reported $1.25B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2014, down 11% quarter-over-quarter.
- 18 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2014 and 24 closed out, a net change of -6 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2014 was IndexIQ Advisors, an estimated $32.2M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2014 was Arrow Investment Advisors, an estimated $70.4M sold.
Based on aggregated 13F filings for Q2 2014.