Vanguard Morningstar Small-Cap Growth ETF
495 hedge funds and large institutions have $4.64B invested in Vanguard Morningstar Small-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 174 increasing their positions, 164 reducing their positions, and 31 closing their positions.
146% more call options, than puts
Call options by funds: $3.71M | Put options by funds: $1.51M
58% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 31
9% more capital invested
Capital invested by funds: $4.26B → $4.64B (+$378M)
2% more funds holding
Funds holding: 484 → 495 (+11)
1.16% more ownership
Funds ownership: 49.35% → 50.51% (+1.2%)
6% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 164
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$228M |
| 2 |
QI
QS Investors
New York
|
+$14.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.77M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.35M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$33.8M |
| 2 |
Barclays
London,
United Kingdom
|
-$18M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$17.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.92M |
| 5 |
AssetMark Inc
Concord,
California
|
-$7.33M |
VBK Hedge Fund Activity: Q2 2019 in Review
495 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2019, worth a combined $4.64B — up 8.9% from $4.26B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new VBK positions and 31 closed out — a net gain of 18 holders — while 174 added to existing stakes and 164 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $228M. The largest seller was Wells Fargo, cutting an estimated $33.8M.
- 495 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2019, up from 484 in Q1 2019.
- Funds reported $4.64B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2019, up 8.9% quarter-over-quarter.
- 49 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2019 and 31 closed out, a net change of +18 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $228M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2019 was Wells Fargo, an estimated $33.8M sold.
Based on aggregated 13F filings for Q2 2019.