Vanguard Morningstar Small-Cap Growth ETF
610 hedge funds and large institutions have $5.61B invested in Vanguard Morningstar Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 31 closing their positions.
268% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 31
236% more call options, than puts
Call options by funds: $4.36M | Put options by funds: $1.3M
45% more capital invested
Capital invested by funds: $3.88B → $5.61B (+$1.73B)
27% more funds holding in top 10
Funds holding in top 10: 30 → 38 (+8)
15% more funds holding
Funds holding: 532 → 610 (+78)
1.96% more ownership
Funds ownership: 51.87% → 53.83% (+2%)
15% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 206
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$177M |
| 2 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$98.3M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$83.5M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$33.8M |
| 5 |
Morgan Stanley
New York
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$42.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$41.3M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$23M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$20.1M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.1M |
VBK Hedge Fund Activity: Q2 2020 in Review
610 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2020, worth a combined $5.61B — up 45% from $3.88B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new VBK positions and 31 closed out — a net gain of 83 holders — while 175 added to existing stakes and 206 trimmed.
The largest buyer was Bessemer Group, adding an estimated $177M. The largest seller was Jones Financial Companies, cutting an estimated $42.7M.
- 610 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2020, up from 532 in Q1 2020.
- Funds reported $5.61B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2020, up 45% quarter-over-quarter.
- 114 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2020 and 31 closed out, a net change of +83 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2020 was Bessemer Group, an estimated $177M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2020 was Jones Financial Companies, an estimated $42.7M sold.
Based on aggregated 13F filings for Q2 2020.