Vanguard Morningstar Small-Cap Growth ETF
308 hedge funds and large institutions have $2.79B invested in Vanguard Morningstar Small-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 106 reducing their positions, and 17 closing their positions.
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
23% more call options, than puts
Call options by funds: $1.58M | Put options by funds: $1.28M
17% more capital invested
Capital invested by funds: $2.39B → $2.79B (+$402M)
10% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 106
4% more funds holding
Funds holding: 296 → 308 (+12)
1.74% more ownership
Funds ownership: 45.12% → 46.86% (+1.7%)
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$125M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$77.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$38.8M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$18.1M |
| 5 |
Morgan Stanley
New York
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$42.7M |
| 2 |
Jane Street
New York
|
-$17.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.8M |
| 4 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$11.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$10.7M |
VBK Hedge Fund Activity: Q1 2017 in Review
308 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q1 2017, worth a combined $2.79B — up 17% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new VBK positions and 17 closed out — a net gain of 15 holders — while 117 added to existing stakes and 106 trimmed.
The largest buyer was Bank of America, adding an estimated $125M. The largest seller was Horizon Investments, cutting an estimated $42.7M.
- 308 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q1 2017, up from 296 in Q4 2016.
- Funds reported $2.79B of Vanguard Morningstar Small-Cap Growth ETF stock for Q1 2017, up 17% quarter-over-quarter.
- 32 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +15 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q1 2017 was Bank of America, an estimated $125M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q1 2017 was Horizon Investments, an estimated $42.7M sold.
Based on aggregated 13F filings for Q1 2017.