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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
FA
251
Fermata Advisors
California
$2.99M -$710K -2,889 -20%
PCIA
252
Prime Capital Investment Advisors
Kansas
$2.99M -$665K -2,709 -19%
MWM
253
MTC Wealth Management
Florida
$2.99M -$94.1K -383 -3%
BJL
254
Brighton Jones LLC
Washington
$2.99M +$1.72K +7 +0.1%
CWM
255
Cranbrook Wealth Management
Michigan
$2.99M -$116K -474 -4%
OIA
256
OneDigital Investment Advisors
Kansas
$2.98M +$260K +1,060 +10%
ZC
257
Zeit Capital
Colorado
$2.97M +$9.33K +38 +0.3%
WWM
258
Western Wealth Management
Colorado
$2.95M +$89.2K +363 +3%
KPWS
259
Kestra Private Wealth Services
Texas
$2.93M +$113K +460 +4%
CWM
260
Connecticut Wealth Management
Connecticut
$2.91M -$68.5K -279 -2%
VCA
261
Verdence Capital Advisors
Maryland
$2.87M -$260K -1,058 -9%
SWM
262
Shelton Wealth Management
Texas
$2.85M -$294K -1,198 -10%
DI
263
Disciplined Investments
Oklahoma
$2.84M +$69.3K +282 +3%
CIC
264
Carnegie Investment Counsel
Ohio
$2.82M +$95.3K +388 +4%
TFA
265
Transamerica Financial Advisors
Florida
$2.81M +$375K +1,527 +17%
JWS
266
Juncture Wealth Strategies
Arizona
$2.8M +$1.04M +4,219 +65%
RFA
267
RTD Financial Advisors
Pennsylvania
$2.78M -$68.3K -278 -3%
Financial Engines Advisors
268
Financial Engines Advisors
California
$2.76M -$350K -1,425 -12%
KAS
269
KPP Advisory Services
Kentucky
$2.74M +$2.58M +10,503 New
KF
270
Krilogy Financial
Missouri
$2.7M +$77.4K +315 +3%
C
271
CEDRUS
Colorado
$2.66M +$211K +861 +9%
BSW
272
Buckingham Strategic Wealth
Missouri
$2.63M -$7.61K -31 -0.3%
RJT
273
Raymond James Trust
Florida
$2.61M -$63.9K -260 -3%
MA
274
MAS Advisors
Florida
$2.59M
TA
275
TFB Advisors
Kansas
$2.56M +$279K +1,135 +12%

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.