Vanguard Morningstar Small-Cap Growth ETF
VBK
864 hedge funds and large institutions have $7.84B invested in Vanguard Morningstar Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 345 increasing their positions, 289 reducing their positions, and 50 closing their positions.
184% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $4.77M
50% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 50
19% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 289
10% more capital invested
Capital invested by funds: $7.15B → $7.84B (+$696M)
7% more funds holding in top 10
Funds holding in top 10: 46 → 49 (+3)
2% more funds holding
Funds holding: 846 → 864 (+18)
0.27% more ownership
Funds ownership: 54.8% → 55.07% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$44.4M |
| 2 |
BCM
Bronte Capital Management
Bondi Junction,
Australia
|
+$37.3M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$31.1M |
| 4 |
Rockefeller Capital Management
New York
|
+$21.5M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$19.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$21.6M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$19.2M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$17.6M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$14.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.9M |
VBK Hedge Fund Activity: Q2 2023 in Review
864 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2023, worth a combined $7.84B — up 9.7% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new VBK positions and 50 closed out — a net gain of 25 holders — while 345 added to existing stakes and 289 trimmed.
The largest buyer was Bank of America, adding an estimated $44.4M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $21.6M.
- 864 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2023, up from 846 in Q1 2023.
- Funds reported $7.84B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2023, up 9.7% quarter-over-quarter.
- 75 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2023 and 50 closed out, a net change of +25 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2023 was Bank of America, an estimated $44.4M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $21.6M sold.
Based on aggregated 13F filings for Q2 2023.