Vanguard Morningstar Small-Cap Growth ETF
1,125 hedge funds and large institutions have $11.6B invested in Vanguard Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 410 increasing their positions, 332 reducing their positions, and 41 closing their positions.
355% more capital inflows, than outflows
Capital inflows: $1.19B | Capital outflows: $261M
307% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 41
30% more call options, than puts
Call options by funds: $13.3M | Put options by funds: $10.2M
23% more repeat investments, than reductions
Existing positions increased: 410 | Existing positions reduced: 332
10% more funds holding
Funds holding: 1,025 → 1,125 (+100)
6% more funds holding in top 10
Funds holding in top 10: 47 → 50 (+3)
0.46% less ownership
Funds ownership: 60.37% → 59.91% (-0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essential Planning
Portsmouth,
New Hampshire
|
+$309M |
| 2 |
CK
Cohen Klingenstein
New York
|
+$88.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$84.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$41.9M |
| 2 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$41.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$12M |
| 5 |
Goldman Sachs
New York
|
-$11.6M |
VBK Hedge Fund Activity: Q4 2024 in Review
1,125 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Small-Cap Growth ETF (VBK) for Q4 2024, worth a combined $11.6B — up 7.5% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new VBK positions and 41 closed out — a net gain of 126 holders — while 410 added to existing stakes and 332 trimmed.
The largest buyer was Essential Planning, adding an estimated $309M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $41.9M sold.
- 1,125 institutional investors held Vanguard Morningstar Small-Cap Growth ETF (VBK) as of Q4 2024, up from 1,025 in Q3 2024.
- Funds reported $11.6B of Vanguard Morningstar Small-Cap Growth ETF stock for Q4 2024, up 7.5% quarter-over-quarter.
- 167 funds opened new Vanguard Morningstar Small-Cap Growth ETF positions in Q4 2024 and 41 closed out, a net change of +126 holders.
- The largest Vanguard Morningstar Small-Cap Growth ETF buyer in Q4 2024 was Essential Planning, an estimated $309M added.
- The largest Vanguard Morningstar Small-Cap Growth ETF seller in Q4 2024 was Balyasny Asset Management, an estimated $41.9M sold.
Based on aggregated 13F filings for Q4 2024.