Vanguard Morningstar Small-Cap Growth ETF
984 hedge funds and large institutions have $9.9B invested in Vanguard Morningstar Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 338 increasing their positions, 369 reducing their positions, and 68 closing their positions.
76% more capital inflows, than outflows
Capital inflows: $857M | Capital outflows: $486M
43% more call options, than puts
Call options by funds: $7.1M | Put options by funds: $4.95M
1.2% more ownership
Funds ownership: 57.31% → 58.51% (+1.2%)
3% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 68
8% less repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 369
2% less funds holding
Funds holding: 1,001 → 984 (-17)
13% less funds holding in top 10
Funds holding in top 10: 48 → 42 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axiom Advisory
San Diego,
California
|
+$385M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$76.9M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$51.2M |
| 4 |
Bank of New York Mellon
New York
|
+$19.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$106M |
| 2 |
Morgan Stanley
New York
|
-$58M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$32.3M |
| 4 |
JP Morgan Chase
New York
|
-$24.6M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$18.6M |
VBK Hedge Fund Activity: Q2 2024 in Review
984 of the 6,941 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q2 2024, worth a combined $9.9B — down 0.99% from $10B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of VBK and 66 opened new positions — a net loss of 2 holders — while 369 trimmed existing stakes and 338 added.
The largest buyer was Axiom Advisory, adding an estimated $385M. The largest seller was Jones Financial Companies, cutting an estimated $106M.
- 984 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q2 2024, down from 1,001 in Q1 2024.
- Funds reported $9.9B of Vanguard Morningstar Small-Cap Growth ETF stock for Q2 2024, down 0.99% quarter-over-quarter.
- 66 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q2 2024 and 68 closed out, a net change of -2 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q2 2024 was Axiom Advisory, an estimated $385M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q2 2024 was Jones Financial Companies, an estimated $106M sold.
Based on aggregated 13F filings for Q2 2024.