Vanguard Morningstar Small-Cap Growth ETF
758 hedge funds and large institutions have $8.24B invested in Vanguard Morningstar Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 298 increasing their positions, 226 reducing their positions, and 49 closing their positions.
48% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $7.69M
32% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 226
31% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 49
8% more funds holding in top 10
Funds holding in top 10: 40 → 43 (+3)
7% more capital invested
Capital invested by funds: $7.68B → $8.24B (+$557M)
0.72% more ownership
Funds ownership: 49.94% → 50.65% (+0.72%)
1% more funds holding
Funds holding: 753 → 758 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$48.8M |
| 2 |
SFS
Summit Financial Strategies
Columbus,
Ohio
|
+$34.5M |
| 3 |
AssetMark Inc
Concord,
California
|
+$15.2M |
| 4 |
QI
QS Investors
New York
|
+$13.6M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$31.1M |
| 2 |
Morgan Stanley
New York
|
-$30.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$12M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.7M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$11.4M |
VBK Hedge Fund Activity: Q2 2021 in Review
758 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2021, worth a combined $8.24B — up 7.2% from $7.68B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new VBK positions and 49 closed out — a net gain of 15 holders — while 298 added to existing stakes and 226 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $48.8M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $31.1M sold.
- 758 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2021, up from 753 in Q1 2021.
- Funds reported $8.24B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2021, up 7.2% quarter-over-quarter.
- 64 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2021 and 49 closed out, a net change of +15 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2021 was Brookstone Capital Management, an estimated $48.8M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2021 was Affinity Wealth Management, an estimated $31.1M sold.
Based on aggregated 13F filings for Q2 2021.