Vanguard Morningstar Small-Cap Growth ETF
1,025 hedge funds and large institutions have $10.8B invested in Vanguard Morningstar Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 391 increasing their positions, 334 reducing their positions, and 31 closing their positions.
171% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 31
85% more capital inflows, than outflows
Capital inflows: $579M | Capital outflows: $314M
82% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $7.54M
17% more repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 334
12% more funds holding in top 10
Funds holding in top 10: 42 → 47 (+5)
4% more funds holding
Funds holding: 984 → 1,025 (+41)
1.86% more ownership
Funds ownership: 58.51% → 60.37% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$188M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$58.3M |
| 3 |
Axiom Advisory
San Diego,
California
|
+$30.3M |
| 4 |
EP Wealth Advisors
Torrance,
California
|
+$28.4M |
| 5 |
PPP
Private Portfolio Partners
Paramus,
New Jersey
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$61.6M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$47.9M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$33.6M |
| 4 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$17.6M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
-$14.8M |
VBK Hedge Fund Activity: Q3 2024 in Review
1,025 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q3 2024, worth a combined $10.8B — up 8.9% from $9.9B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new VBK positions and 31 closed out — a net gain of 53 holders — while 391 added to existing stakes and 334 trimmed.
The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Balyasny Asset Management, cutting an estimated $61.6M.
- 1,025 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q3 2024, up from 984 in Q2 2024.
- Funds reported $10.8B of Vanguard Morningstar Small-Cap Growth ETF stock for Q3 2024, up 8.9% quarter-over-quarter.
- 84 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q3 2024 and 31 closed out, a net change of +53 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q3 2024 was Bank of America, an estimated $188M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q3 2024 was Balyasny Asset Management, an estimated $61.6M sold.
Based on aggregated 13F filings for Q3 2024.