Vanguard Morningstar Small-Cap Growth ETF
855 hedge funds and large institutions have $7.65B invested in Vanguard Morningstar Small-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 321 increasing their positions, 296 reducing their positions, and 87 closing their positions.
200% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $8.49M
8% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 296
0.35% less ownership
Funds ownership: 53.43% → 53.08% (-0.35%)
5% less funds holding
Funds holding: 897 → 855 (-42)
12% less capital invested
Capital invested by funds: $8.71B → $7.65B (-$1.07B)
19% less funds holding in top 10
Funds holding in top 10: 52 → 42 (-10)
31% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$121M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$83.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$71.6M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42.2M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$121M |
| 2 |
Morgan Stanley
New York
|
-$99.2M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$59.7M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$42.6M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$27.9M |
VBK Hedge Fund Activity: Q1 2022 in Review
855 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q1 2022, worth a combined $7.65B — down 12% from $8.71B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of VBK and 60 opened new positions — a net loss of 27 holders — while 296 trimmed existing stakes and 321 added.
The largest buyer was Bank of America, adding an estimated $121M. The largest seller was Bessemer Group, cutting an estimated $121M.
- 855 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q1 2022, down from 897 in Q4 2021.
- Funds reported $7.65B of Vanguard Morningstar Small-Cap Growth ETF stock for Q1 2022, down 12% quarter-over-quarter.
- 60 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q1 2022 and 87 closed out, a net change of -27 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q1 2022 was Bank of America, an estimated $121M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q1 2022 was Bessemer Group, an estimated $121M sold.
Based on aggregated 13F filings for Q1 2022.