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Vanguard Small-Cap Growth ETF

980 hedge funds and large institutions have $9.94B invested in Vanguard Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 339 increasing their positions, 365 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $7.1M | Put options by funds: $4.95M

1.65% more ownership

Funds ownership: 57.3%58.95% (+1.6%)

1% less capital invested

Capital invested by funds: $10B → $9.94B (-$106M)

3% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 68

7% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 365

2% less funds holding

Funds holding: 997980 (-17)

13% less funds holding in top 10

Funds holding in top 10: 4842 (-6)

Holders
980
Holders Change
-17
Holders Change %
-1.71%
% of All Funds
14.15%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.61%
New
66
Increased
339
Reduced
365
Closed
68
Calls
$7.1M
Puts
$4.95M
Net Calls
+$2.15M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
226
Curbstone Financial Management Corp
New Hampshire
$3.36M
PA
227
Probity Advisors
Texas
$3.36M -$50.1K -201 -1%
CWM
228
Cornerstone Wealth Management
Missouri
$3.35M +$111K +446 +3%
SA
229
SFI Advisors
New Jersey
$3.27M +$64.4K +258 +2%
SWA
230
SOA Wealth Advisors
New York
$3.21M -$359K -1,439 -10%
DADC
231
D.A. Davidson & Co
Montana
$3.2M -$155K -621 -5%
FTUS
232
Flow Traders U.S.
New York
$3.19M +$3.18M +12,749 New
AIM
233
Acropolis Investment Management
Missouri
$3.16M +$27.4K +110 +0.9%
TC
234
TownSquare Capital
Utah
$3.12M +$209K +838 +7%
EWM
235
Evergreen Wealth Management
Michigan
$3.11M
ABC
236
Associated Banc-Corp
Wisconsin
$3.07M +$112K +448 +4%
JWS
237
Juncture Wealth Strategies
Arizona
$3.05M +$363K +1,456 +14%
TRCT
238
Tower Research Capital (TRC)
New York
$3.02M +$2.94M +11,780 +4,076%
GIA
239
Gladstone Institutional Advisory
Florida
$3.02M -$1.06M -4,258 -26%
MCWS
240
McKinley Carter Wealth Services
West Virginia
$3.01M -$89.3K -358 -3%
TC
241
TAGStone Capital
North Carolina
$2.92M +$37.2K +149 +1%
WF
242
Warner Financial
Maryland
$2.92M +$25.7K +103 +0.9%
SWM
243
SilverOak Wealth Management
Minnesota
$2.91M
FA
244
Fermata Advisors
California
$2.9M +$26.4K +106 +0.9%
KPWS
245
Kestra Private Wealth Services
Texas
$2.87M +$63.6K +255 +2%
MWM
246
MTC Wealth Management
Florida
$2.84M -$23.5K -94 -0.8%
ZC
247
Zeit Capital
Colorado
$2.84M -$16.2K -65 -0.6%
CWM
248
Cranbrook Wealth Management
Michigan
$2.83M -$31.2K -125 -1%
MPM
249
Meritage Portfolio Management
Kansas
$2.81M -$445K -1,783 -14%
BJL
250
Brighton Jones LLC
Washington
$2.79M -$73.1K -293 -3%

VBK Hedge Fund Activity: Q2 2024 in Review

980 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q2 2024, worth a combined $9.94B — down 1.1% 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 365 trimmed existing stakes and 339 added.

The largest buyer was Axiom Advisory, adding an estimated $385M. The largest seller was Jones Financial Companies, cutting an estimated $106M.

  • 980 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q2 2024, down from 997 in Q1 2024.
  • Funds reported $9.94B of Vanguard Small-Cap Growth ETF stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 66 funds opened new Vanguard Small-Cap Growth ETF positions in Q2 2024 and 68 closed out, a net change of -2 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q2 2024 was Axiom Advisory, an estimated $385M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q2 2024 was Jones Financial Companies, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.