Vanguard Morningstar Small-Cap Growth ETF
633 hedge funds and large institutions have $5.83B invested in Vanguard Morningstar Small-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 35 closing their positions.
91% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 35
4% more funds holding
Funds holding: 610 → 633 (+23)
4% more capital invested
Capital invested by funds: $5.61B → $5.83B (+$218M)
3% more call options, than puts
Call options by funds: $4.28M | Put options by funds: $4.15M
8% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 225
1.39% less ownership
Funds ownership: 53.83% → 52.44% (-1.4%)
8% less funds holding in top 10
Funds holding in top 10: 38 → 35 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$35.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.4M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$23.9M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$19.5M |
| 5 |
I
INVST
Indianapolis,
Indiana
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$93.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$86.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$41M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$15.1M |
| 5 |
Morgan Stanley
New York
|
-$13.9M |
VBK Hedge Fund Activity: Q3 2020 in Review
633 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2020, worth a combined $5.83B — up 3.9% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new VBK positions and 35 closed out — a net gain of 32 holders — while 207 added to existing stakes and 225 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $35.7M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $93.2M sold.
- 633 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2020, up from 610 in Q2 2020.
- Funds reported $5.83B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2020, up 3.9% quarter-over-quarter.
- 67 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2020 and 35 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2020 was PNC Financial Services Group, an estimated $35.7M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2020 was Foundations Investment Advisors, an estimated $93.2M sold.
Based on aggregated 13F filings for Q3 2020.