Vanguard Morningstar Small-Cap Growth ETF
846 hedge funds and large institutions have $7.15B invested in Vanguard Morningstar Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 307 increasing their positions, 297 reducing their positions, and 60 closing their positions.
52% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $8.13M
31% more funds holding in top 10
Funds holding in top 10: 35 → 46 (+11)
28% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 60
9% more capital invested
Capital invested by funds: $6.55B → $7.15B (+$594M)
3% more repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 297
0.3% more ownership
Funds ownership: 54.5% → 54.8% (+0.3%)
1% less funds holding
Funds holding: 854 → 846 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$55.7M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$19.2M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$15.8M |
| 5 |
JP Morgan Chase
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$78.1M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$69.3M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$12.9M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$9.87M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.71M |
VBK Hedge Fund Activity: Q1 2023 in Review
846 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q1 2023, worth a combined $7.15B — up 9.1% from $6.55B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new VBK positions and 60 closed out — a net gain of 17 holders — while 307 added to existing stakes and 297 trimmed.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was US Bancorp, cutting an estimated $78.1M.
- 846 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q1 2023, down from 854 in Q4 2022.
- Funds reported $7.15B of Vanguard Morningstar Small-Cap Growth ETF stock for Q1 2023, up 9.1% quarter-over-quarter.
- 77 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q1 2023 and 60 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $104M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q1 2023 was US Bancorp, an estimated $78.1M sold.
Based on aggregated 13F filings for Q1 2023.