Vanguard Morningstar Small-Cap Growth ETF
771 hedge funds and large institutions have $8.26B invested in Vanguard Morningstar Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 310 increasing their positions, 206 reducing their positions, and 33 closing their positions.
97% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 33
50% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 206
2% more funds holding
Funds holding: 758 → 771 (+13)
1.11% more ownership
Funds ownership: 50.65% → 51.76% (+1.1%)
0% more capital invested
Capital invested by funds: $8.24B → $8.26B (+$19.5M)
0% more funds holding in top 10
Funds holding in top 10: 43 → 43 (0)
40% less call options, than puts
Call options by funds: $7.38M | Put options by funds: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$122M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$92.7M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$50.5M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$48.8M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$101M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$50.2M |
| 3 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$9.53M |
| 4 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$7.45M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$6.03M |
VBK Hedge Fund Activity: Q3 2021 in Review
771 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2021, worth a combined $8.26B — up 0.24% from $8.24B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VBK positions and 33 closed out — a net gain of 32 holders — while 310 added to existing stakes and 206 trimmed.
The largest buyer was Bank of America, adding an estimated $122M. The largest seller was American International Group, exiting entirely with an estimated $101M sold.
- 771 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2021, up from 758 in Q2 2021.
- Funds reported $8.26B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2021, up 0.24% quarter-over-quarter.
- 65 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2021 and 33 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2021 was Bank of America, an estimated $122M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2021 was American International Group, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2021.