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Vanguard Small-Cap Growth ETF

1,021 hedge funds and large institutions have $10.8B invested in Vanguard Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 390 increasing their positions, 332 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 31

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: 390 | Existing positions reduced: 332

12% more funds holding in top 10

Funds holding in top 10: 4247 (+5)

9% more capital invested

Capital invested by funds: $9.94B → $10.8B (+$893M)

4% more funds holding

Funds holding: 9801,021 (+41)

1.39% more ownership

Funds ownership: 58.95%60.34% (+1.4%)

Holders
1,021
Holders Change
+41
Holders Change %
+4.18%
% of All Funds
14.66%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
0.67%
New
84
Increased
390
Reduced
332
Closed
31
Calls
$13.7M
Puts
$7.54M
Net Calls
+$6.2M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$3.77M +$71.5K +279 +2%
MAM
227
Mainsail Asset Management
Alabama
$3.75M +$123K +480 +4%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$3.74M +$981K +3,827 +38%
EFG
229
Everhart Financial Group
Ohio
$3.62M -$12K -47 -0.3%
CWM
230
Cornerstone Wealth Management
Missouri
$3.6M +$12.6K +49 +0.4%
CFMC
231
Curbstone Financial Management Corp
New Hampshire
$3.57M -$12.8K -50 -0.4%
FTS
232
Fifth Third Securities
Ohio
$3.57M -$134K -523 -4%
PA
233
Probity Advisors
Texas
$3.57M -$15.4K -60 -0.4%
CFFP
234
Center for Financial Planning
Michigan
$3.56M -$63.5K -248 -2%
WAP
235
Wealthcare Advisory Partners
Pennsylvania
$3.56M +$2.57M +10,044 +307%
SLWA
236
San Luis Wealth Advisors
California
$3.53M +$3.38M +13,187 New
HNB
237
Huntington National Bank
Ohio
$3.52M
JWS
238
Juncture Wealth Strategies
Arizona
$3.52M +$244K +951 +8%
DWM
239
Dopkins Wealth Management
New York
$3.46M -$531K -2,074 -14%
DADC
240
D.A. Davidson & Co
Montana
$3.4M -$10.2K -40 -0.3%
SWA
241
SOA Wealth Advisors
New York
$3.37M -$56.1K -219 -2%
CFD
242
Creative Financial Designs
Indiana
$3.37M -$245K -956 -7%
AIM
243
Acropolis Investment Management
Missouri
$3.36M -$14.1K -55 -0.4%
TFA
244
Transamerica Financial Advisors
Florida
$3.36M +$459K +1,790 +17%
FA
245
Fermata Advisors
California
$3.34M +$232K +904 +8%
TC
246
TAGStone Capital
North Carolina
$3.23M +$109K +425 +4%
WF
247
Warner Financial
Maryland
$3.2M +$72K +281 +2%
SWM
248
SilverOak Wealth Management
Minnesota
$3.11M
ABWM
249
Alpine Bank Wealth Management
Colorado
$3.11M +$2.98M +11,614 New
MCWS
250
McKinley Carter Wealth Services
West Virginia
$3.09M -$123K -480 -4%

VBK Hedge Fund Activity: Q3 2024 in Review

1,021 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2024, worth a combined $10.8B — up 9% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VBK positions and 31 closed out — a net gain of 53 holders — while 390 added to existing stakes and 332 trimmed.

The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Strategic Financial Concepts, cutting an estimated $80.4M.

  • 1,021 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2024, up from 980 in Q2 2024.
  • Funds reported $10.8B of Vanguard Small-Cap Growth ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 84 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2024 and 31 closed out, a net change of +53 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2024 was Bank of America, an estimated $188M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2024.