We are live on ! Find out more
VBK icon

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
Financial Engines Advisors
251
Financial Engines Advisors
California
$2.79M +$131K +527 +5%
CWM
252
Connecticut Wealth Management
Connecticut
$2.78M -$7.98K -32 -0.3%
WWM
253
Western Wealth Management
Colorado
$2.77M -$54.9K -220 -2%
DI
254
Disciplined Investments
Oklahoma
$2.76M +$34.4K +138 +1%
TFA
255
Transamerica Financial Advisors
Florida
$2.69M
VCA
256
Verdence Capital Advisors
Maryland
$2.68M -$71.1K -285 -3%
KAS
257
KPP Advisory Services
Kentucky
$2.62M -$7.48K -30 -0.3%
Citadel Advisors
258
Citadel Advisors
Florida
$2.61M +$1.66M +6,634 +174%
RFA
259
RTD Financial Advisors
Pennsylvania
$2.6M -$64.9K -260 -2%
Bessemer Group
260
Bessemer Group
New Jersey
$2.6M +$379K +1,518 +17%
SWM
261
Shelton Wealth Management
Texas
$2.59M -$146K -585 -5%
CAG
262
Crestwood Advisors Group
Massachusetts
$2.58M +$185K +740 +8%
BWM
263
Brown Wealth Management
Illinois
$2.55M +$442K +1,773 +21%
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$2.54M -$657K -2,632 -21%
TA
265
TFB Advisors
Kansas
$2.54M -$101K -405 -4%
BSW
266
Buckingham Strategic Wealth
Missouri
$2.53M +$4.24K +17 +0.2%
PCIA
267
Prime Capital Investment Advisors
Kansas
$2.49M -$378K -1,516 -13%
CIA
268
Compass Ion Advisors
Pennsylvania
$2.48M
MCA
269
MSH Capital Advisors
Arizona
$2.45M
FWP
270
FAS Wealth Partners
Kansas
$2.44M -$910K -3,649 -27%
AFTS
271
American Financial & Tax Strategies
New York
$2.43M +$114K +455 +5%
BCM
272
Beaumont Capital Management
Massachusetts
$2.41M
TNBTD
273
Trustmark National Bank Trust Department
Mississippi
$2.41M +$251K +1,006 +12%
RJT
274
Raymond James Trust
Florida
$2.4M -$106K -424 -4%
RPGK
275
Retirement Planning Group (Kansas)
Kansas
$2.35M +$1.46M +5,839 +164%

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.