Vanguard Morningstar Small-Cap Growth ETF
VBK
897 hedge funds and large institutions have $8.71B invested in Vanguard Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 334 increasing their positions, 221 reducing their positions, and 40 closing their positions.
353% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 40
51% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 221
21% more funds holding in top 10
Funds holding in top 10: 43 → 52 (+9)
16% more funds holding
Funds holding: 771 → 897 (+126)
5% more capital invested
Capital invested by funds: $8.26B → $8.71B (+$454M)
1.67% more ownership
Funds ownership: 51.76% → 53.43% (+1.7%)
57% less call options, than puts
Call options by funds: $5.5M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$108M |
| 2 |
CK
Cohen Klingenstein
New York
|
+$92.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$47.9M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$32.5M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$132M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$85.8M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$52.6M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$47.9M |
| 5 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$27.3M |
VBK Hedge Fund Activity: Q4 2021 in Review
897 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q4 2021, worth a combined $8.71B — up 5.5% from $8.26B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new VBK positions and 40 closed out — a net gain of 141 holders — while 334 added to existing stakes and 221 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was Bessemer Group, cutting an estimated $132M.
- 897 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q4 2021, up from 771 in Q3 2021.
- Funds reported $8.71B of Vanguard Morningstar Small-Cap Growth ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
- 181 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q4 2021 and 40 closed out, a net change of +141 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q4 2021 was Morgan Stanley, an estimated $108M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q4 2021 was Bessemer Group, an estimated $132M sold.
Based on aggregated 13F filings for Q4 2021.