Vanguard Morningstar Small-Cap Growth ETF
403 hedge funds and large institutions have $4.11B invested in Vanguard Morningstar Small-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 149 increasing their positions, 121 reducing their positions, and 21 closing their positions.
90% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 21
80% more call options, than puts
Call options by funds: $2.3M | Put options by funds: $1.28M
23% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 121
13% more capital invested
Capital invested by funds: $3.65B → $4.11B (+$468M)
4% more funds holding
Funds holding: 388 → 403 (+15)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
0.26% less ownership
Funds ownership: 49.76% → 49.5% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$156M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$49.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$9.38M |
| 4 |
AssetMark Inc
Concord,
California
|
+$6.78M |
| 5 |
Morgan Stanley
New York
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
-$27M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$14.7M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$11.1M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$8.41M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$4.76M |
VBK Hedge Fund Activity: Q2 2018 in Review
403 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2018, worth a combined $4.11B — up 13% from $3.65B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new VBK positions and 21 closed out — a net gain of 19 holders — while 149 added to existing stakes and 121 trimmed.
The largest buyer was Bank of America, adding an estimated $156M. The largest seller was Mather Group, cutting an estimated $27M.
- 403 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2018, up from 388 in Q1 2018.
- Funds reported $4.11B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2018, up 13% quarter-over-quarter.
- 40 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2018 and 21 closed out, a net change of +19 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2018 was Bank of America, an estimated $156M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2018 was Mather Group, an estimated $27M sold.
Based on aggregated 13F filings for Q2 2018.