Vanguard Morningstar Small-Cap Growth ETF
278 hedge funds and large institutions have $2.11B invested in Vanguard Morningstar Small-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 85 reducing their positions, and 18 closing their positions.
50% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 18
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
33% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 85
26% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $1.21M
16% more capital invested
Capital invested by funds: $1.81B → $2.11B (+$298M)
2.41% more ownership
Funds ownership: 40.65% → 43.06% (+2.4%)
1% more funds holding
Funds holding: 276 → 278 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$95.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$35.6M |
| 3 |
QI
QS Investors
New York
|
+$17.4M |
| 4 |
AssetMark Inc
Concord,
California
|
+$14.8M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$15M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$13.9M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$8.75M |
| 4 |
Jane Street
New York
|
-$5.65M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$5.48M |
VBK Hedge Fund Activity: Q3 2016 in Review
278 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2016, worth a combined $2.11B — up 16% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VBK positions and 18 closed out — a net gain of 9 holders — while 113 added to existing stakes and 85 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $95.9M. The largest seller was Ameriprise, cutting an estimated $15M.
- 278 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2016, up from 276 in Q2 2016.
- Funds reported $2.11B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2016, up 16% quarter-over-quarter.
- 27 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2016 and 18 closed out, a net change of +9 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2016 was Horizon Investments, an estimated $95.9M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2016 was Ameriprise, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2016.