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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
MCA
276
MSH Capital Advisors
Arizona
$2.55M -$44.2K -180 -2%
GCM
277
G2 Capital Management
Ohio
$2.54M +$2.46K +10 +0.1%
PA
278
PFG Advisors
Arizona
$2.53M +$68.5K +279 +3%
BCM
279
Beaumont Capital Management
Massachusetts
$2.52M -$1.72M -7,022 -42%
CAG
280
Crestwood Advisors Group
Massachusetts
$2.49M +$1.37M +5,580 +140%
CIA
281
Compass Ion Advisors
Pennsylvania
$2.48M -$29.5K -120 -1%
AA
282
Aire Advisors
California
$2.47M +$2.21K +9 +0.1%
WAM
283
Worth Asset Management
Texas
$2.47M +$2.33M +9,480 New
Brown Advisory
284
Brown Advisory
Maryland
$2.46M +$166K +676 +8%
TPCW
285
TD Private Client Wealth
New York
$2.44M +$128K +521 +6%
AFTS
286
American Financial & Tax Strategies
New York
$2.42M +$41K +167 +2%
GTAM
287
Global Trust Asset Management
Florida
$2.37M -$9.82K -40 -0.4%
SFP
288
Sterling Financial Planning
New Jersey
$2.36M -$68.8K -280 -3%
Bessemer Group
289
Bessemer Group
New Jersey
$2.31M -$56.5K -230 -3%
FWP
290
Falcon Wealth Planning
California
$2.31M -$71.5K -291 -3%
SB
291
Simmons Bank
Arkansas
$2.29M -$1.72K -7 -0.1%
D
292
Dentgroup
Louisiana
$2.26M -$51.3K -209 -2%
KNFPWM
293
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.26M -$367K -1,493 -15%
TNBTD
294
Trustmark National Bank Trust Department
Mississippi
$2.25M +$73.7K +300 +4%
AAS
295
Ameritas Advisory Services
Nebraska
$2.24M +$400K +1,629 +22%
KeyBank National Association
296
KeyBank National Association
Ohio
$2.2M +$983 +4 +0%
WFP
297
Wrenne Financial Planning
Kentucky
$2.2M -$677K -2,756 -25%
BWM
298
Brown Wealth Management
Illinois
$2.19M +$48.1K +196 +2%
RFM
299
Royal Fund Management
Florida
$2.19M -$83.5K -340 -4%
GIA
300
Goodwin Investment Advisory
Georgia
$2.18M -$54.3K -221 -3%

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.