Vanguard Morningstar Small-Cap Growth ETF
VBK
225 hedge funds and large institutions have $1.47B invested in Vanguard Morningstar Small-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 19 closing their positions.
74% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 19
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
50% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 58
16% more capital invested
Capital invested by funds: $1.27B → $1.47B (+$205M)
4% more funds holding
Funds holding: 216 → 225 (+9)
3.06% more ownership
Funds ownership: 34.87% → 37.93% (+3.1%)
6% less call options, than puts
Call options by funds: $1.54M | Put options by funds: $1.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$48.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$28.8M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$26.2M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.93M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.92M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.56M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.61M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.29M |
| 5 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$4.67M |
VBK Hedge Fund Activity: Q4 2014 in Review
225 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q4 2014, worth a combined $1.47B — up 16% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VBK positions and 19 closed out — a net gain of 14 holders — while 87 added to existing stakes and 58 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $48.5M. The largest seller was Morgan Stanley, cutting an estimated $7.92M.
- 225 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q4 2014, up from 216 in Q3 2014.
- Funds reported $1.47B of Vanguard Morningstar Small-Cap Growth ETF stock for Q4 2014, up 16% quarter-over-quarter.
- 33 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q4 2014 and 19 closed out, a net change of +14 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q4 2014 was Deutsche Bank, an estimated $48.5M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q4 2014 was Morgan Stanley, an estimated $7.92M sold.
Based on aggregated 13F filings for Q4 2014.