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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
GIA
251
Gladstone Institutional Advisory
Florida
$3.07M -$146K -568 -5%
ZC
252
Zeit Capital
Colorado
$3.04M +$5.13K +20 +0.2%
Financial Engines Advisors
253
Financial Engines Advisors
California
$3.03M +$56.6K +221 +2%
CWM
254
Cranbrook Wealth Management
Michigan
$3.03M +$1.79K +7 +0.1%
SWM
255
Shelton Wealth Management
Texas
$3.03M +$248K +969 +9%
PWM
256
Perigon Wealth Management
California
$2.99M -$1.44M -5,612 -33%
WWM
257
Western Wealth Management
Colorado
$2.98M +$14.6K +57 +0.5%
NFSG
258
Newbridge Financial Services Group
Florida
$2.98M +$1.02M +3,964 +55%
DI
259
Disciplined Investments
Oklahoma
$2.98M +$29.2K +114 +1%
RPGK
260
Retirement Planning Group (Kansas)
Kansas
$2.97M +$432K +1,685 +18%
MWM
261
MTC Wealth Management
Florida
$2.96M -$73K -285 -3%
CAG
262
Crestwood Advisors Group
Massachusetts
$2.96M +$196K +764 +7%
USCWA
263
U.S. Capital Wealth Advisors
Texas
$2.96M +$617K +2,408 +28%
BJL
264
Brighton Jones LLC
Washington
$2.95M -$38.7K -151 -1%
RJT
265
Raymond James Trust
Florida
$2.92M +$344K +1,342 +14%
VCA
266
Verdence Capital Advisors
Maryland
$2.9M +$34.8K +136 +1%
CWM
267
Connecticut Wealth Management
Connecticut
$2.87M -$92.5K -361 -3%
FTUS
268
Flow Traders U.S.
New York
$2.85M -$538K -2,098 -16%
EWM
269
Evergreen Wealth Management
Michigan
$2.83M -$471K -1,838 -15%
SF
270
Synovus Financial
Georgia
$2.81M +$1.59M +6,218 +145%
Bessemer Group
271
Bessemer Group
New Jersey
$2.8M +$22.3K +87 +0.8%
RFA
272
RTD Financial Advisors
Pennsylvania
$2.78M -$1.54K -6 -0.1%
TRCT
273
Tower Research Capital (TRC)
New York
$2.77M -$440K -1,716 -14%
KAS
274
KPP Advisory Services
Kentucky
$2.77M -$31.5K -123 -1%
KPWS
275
Kestra Private Wealth Services
Texas
$2.74M -$317K -1,238 -11%

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.