Vanguard Morningstar Small-Cap Growth ETF
VBK
978 hedge funds and large institutions have $8.78B invested in Vanguard Morningstar Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 394 increasing their positions, 259 reducing their positions, and 46 closing their positions.
261% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 46
52% more repeat investments, than reductions
Existing positions increased: 394 | Existing positions reduced: 259
43% more call options, than puts
Call options by funds: $10.5M | Put options by funds: $7.37M
18% more capital invested
Capital invested by funds: $7.46B → $8.78B (+$1.31B)
13% more funds holding in top 10
Funds holding in top 10: 45 → 51 (+6)
13% more funds holding
Funds holding: 869 → 978 (+109)
1.12% more ownership
Funds ownership: 55.35% → 56.47% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$197M |
| 2 |
Goldman Sachs
New York
|
+$46.4M |
| 3 |
JP Morgan Chase
New York
|
+$18.3M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$17.6M |
| 5 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$52.9M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$42.1M |
| 3 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
-$29.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.1M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$11.5M |
VBK Hedge Fund Activity: Q4 2023 in Review
978 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q4 2023, worth a combined $8.78B — up 18% from $7.46B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new VBK positions and 46 closed out — a net gain of 120 holders — while 394 added to existing stakes and 259 trimmed.
The largest buyer was Bank of America, adding an estimated $197M. The largest seller was Envestnet Asset Management, cutting an estimated $52.9M.
- 978 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q4 2023, up from 869 in Q3 2023.
- Funds reported $8.78B of Vanguard Morningstar Small-Cap Growth ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 166 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q4 2023 and 46 closed out, a net change of +120 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q4 2023 was Bank of America, an estimated $197M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $52.9M sold.
Based on aggregated 13F filings for Q4 2023.