Vanguard Morningstar Small-Cap Growth ETF
VBK
434 hedge funds and large institutions have $4.45B invested in Vanguard Morningstar Small-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 145 increasing their positions, 120 reducing their positions, and 21 closing their positions.
157% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 21
102% more call options, than puts
Call options by funds: $2.15M | Put options by funds: $1.07M
21% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 120
8% more capital invested
Capital invested by funds: $4.11B → $4.45B (+$339M)
8% more funds holding
Funds holding: 403 → 434 (+31)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
1.55% less ownership
Funds ownership: 49.5% → 47.95% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.3M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$16.2M |
| 3 |
QI
QS Investors
New York
|
+$16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$31.6M |
| 2 |
Morgan Stanley
New York
|
-$11.7M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
-$8.67M |
| 4 |
SG Americas Securities
New York
|
-$6.32M |
| 5 |
BA
BKS Advisors
Southfield,
Michigan
|
-$4.74M |
VBK Hedge Fund Activity: Q3 2018 in Review
434 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2018, worth a combined $4.45B — up 8.2% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VBK positions and 21 closed out — a net gain of 33 holders — while 145 added to existing stakes and 120 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.3M. The largest seller was Jones Financial Companies, cutting an estimated $31.6M.
- 434 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2018, up from 403 in Q2 2018.
- Funds reported $4.45B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
- 54 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2018 and 21 closed out, a net change of +33 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2018 was Wells Fargo, an estimated $16.3M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2018 was Jones Financial Companies, an estimated $31.6M sold.
Based on aggregated 13F filings for Q3 2018.