Vanguard Morningstar Small-Cap Growth ETF
VBK
276 hedge funds and large institutions have $1.81B invested in Vanguard Morningstar Small-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 10 closing their positions.
240% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 10
8% more funds holding
Funds holding: 256 → 276 (+20)
7% more capital invested
Capital invested by funds: $1.69B → $1.81B (+$118M)
9% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $979K
0.08% less ownership
Funds ownership: 40.74% → 40.65% (-0.08%)
15% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 100
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$178M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$42.7M |
| 3 |
AssetMark Inc
Concord,
California
|
+$5.99M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$4.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$72.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$67.9M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$15.2M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$11.3M |
| 5 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$9.73M |
VBK Hedge Fund Activity: Q2 2016 in Review
276 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2016, worth a combined $1.81B — up 7% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new VBK positions and 10 closed out — a net gain of 24 holders — while 85 added to existing stakes and 100 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $178M. The largest seller was Bank of America, cutting an estimated $72.1M.
- 276 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2016, up from 256 in Q1 2016.
- Funds reported $1.81B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2016, up 7% quarter-over-quarter.
- 34 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2016 and 10 closed out, a net change of +24 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $178M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2016 was Bank of America, an estimated $72.1M sold.
Based on aggregated 13F filings for Q2 2016.