Vanguard Morningstar Small-Cap Growth ETF
VBK
216 hedge funds and large institutions have $1.27B invested in Vanguard Morningstar Small-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 70 reducing their positions, and 15 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
11% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 70
2.32% more ownership
Funds ownership: 32.55% → 34.87% (+2.3%)
2% more capital invested
Capital invested by funds: $1.25B → $1.27B (+$19.4M)
1% more funds holding
Funds holding: 214 → 216 (+2)
14% less call options, than puts
Call options by funds: $1.34M | Put options by funds: $1.55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$18.6M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$13.7M |
| 3 |
PCP
Perimeter Capital Partners
Atlanta,
Georgia
|
+$9.88M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$8.68M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$7.63M |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$2.68M |
| 3 |
IA
Ibbotson Associates
Chicago,
Illinois
|
-$2.07M |
| 4 |
1IC
1919 Investment Counsel
Baltimore,
Maryland
|
-$1.37M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.23M |
VBK Hedge Fund Activity: Q3 2014 in Review
216 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2014, worth a combined $1.27B — up 1.5% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VBK positions and 15 closed out — a net gain of 4 holders — while 78 added to existing stakes and 70 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $18.6M. The largest seller was UBS, cutting an estimated $7.63M.
- 216 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2014, up from 214 in Q2 2014.
- Funds reported $1.27B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2014, up 1.5% quarter-over-quarter.
- 19 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2014 and 15 closed out, a net change of +4 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $18.6M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2014 was UBS, an estimated $7.63M sold.
Based on aggregated 13F filings for Q3 2014.