Vanguard Morningstar Small-Cap Growth ETF
870 hedge funds and large institutions have $7.46B invested in Vanguard Morningstar Small-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 371 increasing their positions, 262 reducing their positions, and 46 closing their positions.
78% more capital inflows, than outflows
Capital inflows: $507M | Capital outflows: $285M
78% more call options, than puts
Call options by funds: $10M | Put options by funds: $5.63M
42% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 262
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
1% more funds holding
Funds holding: 865 → 870 (+5)
0.28% more ownership
Funds ownership: 55.07% → 55.35% (+0.28%)
8% less funds holding in top 10
Funds holding in top 10: 49 → 45 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.5M |
| 2 |
EP Wealth Advisors
Torrance,
California
|
+$45.3M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$30.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$19.9M |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bronte Capital Management
Bondi Junction,
Australia
|
-$39.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.1M |
| 3 |
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$15.6M |
| 4 |
Elevatus Welath Management
Victor,
New York
|
-$15.6M |
| 5 |
United Capital Financial Advisors
Irving,
Texas
|
-$13.9M |
VBK Hedge Fund Activity: Q3 2023 in Review
870 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2023, worth a combined $7.46B — down 4.8% from $7.84B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new VBK positions and 46 closed out — a net gain of 17 holders — while 371 added to existing stakes and 262 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $54.5M. The largest seller was Bronte Capital Management, exiting entirely with an estimated $39.4M sold.
- 870 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2023, up from 865 in Q2 2023.
- Funds reported $7.46B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2023, down 4.8% quarter-over-quarter.
- 63 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2023 and 46 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2023 was Osaic Holdings, an estimated $54.5M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2023 was Bronte Capital Management, an estimated $39.4M sold.
Based on aggregated 13F filings for Q3 2023.