Vanguard Morningstar Small-Cap Growth ETF
388 hedge funds and large institutions have $3.65B invested in Vanguard Morningstar Small-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 146 increasing their positions, 124 reducing their positions, and 38 closing their positions.
609% more call options, than puts
Call options by funds: $3.84M | Put options by funds: $541K
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
25% more funds holding in top 10
Funds holding in top 10: 20 → 25 (+5)
18% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 124
6% more capital invested
Capital invested by funds: $3.45B → $3.65B (+$194M)
1% more funds holding
Funds holding: 383 → 388 (+5)
0.24% more ownership
Funds ownership: 49.52% → 49.76% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$111M |
| 2 |
JP Morgan Chase
New York
|
+$41.5M |
| 3 |
WFWM
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
+$12.3M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$11.5M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45.8M |
| 2 |
QI
QS Investors
New York
|
-$25.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$8.05M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$6.46M |
| 5 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$4.23M |
VBK Hedge Fund Activity: Q1 2018 in Review
388 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q1 2018, worth a combined $3.65B — up 5.6% from $3.45B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new VBK positions and 38 closed out — a net gain of 10 holders — while 146 added to existing stakes and 124 trimmed.
The largest buyer was Bank of America, adding an estimated $111M. The largest seller was Envestnet Asset Management, cutting an estimated $45.8M.
- 388 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q1 2018, up from 383 in Q4 2017.
- Funds reported $3.65B of Vanguard Morningstar Small-Cap Growth ETF stock for Q1 2018, up 5.6% quarter-over-quarter.
- 48 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q1 2018 and 38 closed out, a net change of +10 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q1 2018 was Bank of America, an estimated $111M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q1 2018 was Envestnet Asset Management, an estimated $45.8M sold.
Based on aggregated 13F filings for Q1 2018.