Vanguard Morningstar Small-Cap Growth ETF
854 hedge funds and large institutions have $6.55B invested in Vanguard Morningstar Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 312 increasing their positions, 271 reducing their positions, and 52 closing their positions.
148% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 52
107% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $12.8M
15% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 271
8% more capital invested
Capital invested by funds: $6.04B → $6.55B (+$508M)
7% more funds holding
Funds holding: 798 → 854 (+56)
1.46% more ownership
Funds ownership: 53.03% → 54.5% (+1.5%)
19% less funds holding in top 10
Funds holding in top 10: 43 → 35 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$71.2M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$41.4M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$39.9M |
| 4 |
AssetMark Inc
Concord,
California
|
+$15.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$18.1M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$11.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.69M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$8.25M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.4M |
VBK Hedge Fund Activity: Q4 2022 in Review
854 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q4 2022, worth a combined $6.55B — up 8.4% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new VBK positions and 52 closed out — a net gain of 77 holders — while 312 added to existing stakes and 271 trimmed.
The largest buyer was Colony Group, adding an estimated $71.2M. The largest seller was TIAA FSB, cutting an estimated $18.1M.
- 854 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q4 2022, up from 798 in Q3 2022.
- Funds reported $6.55B of Vanguard Morningstar Small-Cap Growth ETF stock for Q4 2022, up 8.4% quarter-over-quarter.
- 129 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q4 2022 and 52 closed out, a net change of +77 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q4 2022 was Colony Group, an estimated $71.2M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q4 2022 was TIAA FSB, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2022.