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Vanguard Small-Cap Growth ETF

997 hedge funds and large institutions have $10B invested in Vanguard Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 414 increasing their positions, 316 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $4.59M

63% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 63

31% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 316

9% more capital invested

Capital invested by funds: $9.24B → $10B (+$805M)

2% more funds holding

Funds holding: 976997 (+21)

2.13% less ownership

Funds ownership: 59.43%57.3% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

Holders
997
Holders Change
+21
Holders Change %
+2.15%
% of All Funds
14.36%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.69%
New
103
Increased
414
Reduced
316
Closed
63
Calls
$11.5M
Puts
$4.59M
Net Calls
+$6.95M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
226
Eclectic Associates
California
$3.55M -$18.9K -77 -0.6%
CFD
227
Creative Financial Designs
Indiana
$3.53M +$418K +1,702 +14%
HNB
228
Huntington National Bank
Ohio
$3.51M
FWP
229
FAS Wealth Partners
Kansas
$3.5M +$45K +183 +1%
CFMC
230
Curbstone Financial Management Corp
New Hampshire
$3.5M -$12.3K -50 -0.4%
DADC
231
D.A. Davidson & Co
Montana
$3.49M -$356K -1,450 -10%
MAM
232
Mainsail Asset Management
Alabama
$3.45M +$355K +1,444 +12%
EFG
233
Everhart Financial Group
Ohio
$3.41M +$239K +972 +8%
WWS
234
Wellington Wealth Strategies
Indiana
$3.4M +$3.21M +13,053 New
MPM
235
Meritage Portfolio Management
Kansas
$3.39M +$1.3M +5,294 +69%
CWM
236
Cornerstone Wealth Management
Missouri
$3.38M +$65.8K +268 +2%
SA
237
SFI Advisors
New Jersey
$3.34M +$553K +2,252 +21%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$3.34M -$8.44M -34,355 -73%
AIM
239
Acropolis Investment Management
Missouri
$3.26M -$100K -409 -3%
EWM
240
Evergreen Wealth Management
Michigan
$3.24M
MCWS
241
McKinley Carter Wealth Services
West Virginia
$3.23M -$48.1K -196 -2%
FHC
242
First Heartland Consultants
Missouri
$3.15M +$2.97M +12,101 New
AA
243
Advisory Alpha
Michigan
$3.15M +$2.96M +12,070 New
NW
244
NewEdge Wealth
Pennsylvania
$3.1M +$259K +1,056 +9%
ABC
245
Associated Banc-Corp
Wisconsin
$3.08M -$65.6K -267 -2%
SWM
246
SilverOak Wealth Management
Minnesota
$3.04M +$20.9K +85 +0.7%
TC
247
TownSquare Capital
Utah
$3.04M -$1.29M -5,268 -31%
MBTD
248
Mechanics Bank - Trust Department
California
$3.03M +$168K +684 +6%
WF
249
Warner Financial
Maryland
$3.02M +$5.4K +22 +0.2%
TC
250
TAGStone Capital
North Carolina
$3M +$3.68K +15 +0.1%

VBK Hedge Fund Activity: Q1 2024 in Review

997 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2024, worth a combined $10B — up 8.7% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VBK positions and 63 closed out — a net gain of 40 holders — while 414 added to existing stakes and 316 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Morgan Stanley, cutting an estimated $466M.

  • 997 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2024, up from 976 in Q4 2023.
  • Funds reported $10B of Vanguard Small-Cap Growth ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 103 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2024 and 63 closed out, a net change of +40 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2024 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2024.