Vanguard Morningstar Small-Cap Growth ETF
753 hedge funds and large institutions have $7.68B invested in Vanguard Morningstar Small-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 287 increasing their positions, 228 reducing their positions, and 44 closing their positions.
89% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 44
26% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 228
4% more funds holding
Funds holding: 723 → 753 (+30)
0% more capital invested
Capital invested by funds: $7.65B → $7.68B (+$32.6M)
2.33% less ownership
Funds ownership: 52.27% → 49.94% (-2.3%)
15% less funds holding in top 10
Funds holding in top 10: 47 → 40 (-7)
53% less call options, than puts
Call options by funds: $8.71M | Put options by funds: $18.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$51.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$45.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$20.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.3M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$85.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$64.9M |
| 3 |
William Blair & Company
Chicago,
Illinois
|
-$50.6M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$33.4M |
| 5 |
SFS
Summit Financial Strategies
Columbus,
Ohio
|
-$30.5M |
VBK Hedge Fund Activity: Q1 2021 in Review
753 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q1 2021, worth a combined $7.68B — up 0.43% from $7.65B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VBK positions and 44 closed out — a net gain of 39 holders — while 287 added to existing stakes and 228 trimmed.
The largest buyer was Truist Financial, adding an estimated $51.3M. The largest seller was Bank of America, cutting an estimated $85.6M.
- 753 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q1 2021, up from 723 in Q4 2020.
- Funds reported $7.68B of Vanguard Morningstar Small-Cap Growth ETF stock for Q1 2021, up 0.43% quarter-over-quarter.
- 83 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q1 2021 and 44 closed out, a net change of +39 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q1 2021 was Truist Financial, an estimated $51.3M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q1 2021 was Bank of America, an estimated $85.6M sold.
Based on aggregated 13F filings for Q1 2021.