Vanguard Morningstar Small-Cap Growth ETF
808 hedge funds and large institutions have $6.45B invested in Vanguard Morningstar Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 326 increasing their positions, 273 reducing their positions, and 100 closing their positions.
169% more call options, than puts
Call options by funds: $22.1M | Put options by funds: $8.2M
19% more repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 273
1.73% more ownership
Funds ownership: 53.08% → 54.81% (+1.7%)
5% less funds holding
Funds holding: 855 → 808 (-47)
7% less funds holding in top 10
Funds holding in top 10: 42 → 39 (-3)
16% less capital invested
Capital invested by funds: $7.65B → $6.45B (-$1.2B)
33% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$91.5M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$61.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.1M |
| 4 |
AssetMark Inc
Concord,
California
|
+$21.9M |
| 5 |
BRC
Bell Rock Capital
Rehoboth Beach,
Delaware
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$19.1M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$13.4M |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
-$13.3M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$10.4M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.94M |
VBK Hedge Fund Activity: Q2 2022 in Review
808 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2022, worth a combined $6.45B — down 16% from $7.65B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of VBK and 67 opened new positions — a net loss of 33 holders — while 273 trimmed existing stakes and 326 added.
The largest buyer was Bank of America, adding an estimated $91.5M. The largest seller was Wells Fargo, cutting an estimated $19.1M.
- 808 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2022, down from 855 in Q1 2022.
- Funds reported $6.45B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 67 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2022 and 100 closed out, a net change of -33 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2022 was Bank of America, an estimated $91.5M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2022 was Wells Fargo, an estimated $19.1M sold.
Based on aggregated 13F filings for Q2 2022.