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
TPCW
276
TD Private Client Wealth
New York
$2.34M +$748 +3 +0%
TW
277
TritonPoint Wealth
Maryland
$2.34M -$55.4K -222 -2%
GTAM
278
Global Trust Asset Management
Florida
$2.3M +$28.9K +116 +1%
GCM
279
G2 Capital Management
Ohio
$2.27M -$166K -665 -7%
AA
280
Aire Advisors
California
$2.25M -$117K -467 -5%
Brown Advisory
281
Brown Advisory
Maryland
$2.18M -$180K -720 -8%
GCA
282
Greenwood Capital Associates
South Carolina
$2.18M +$1.96M +7,847 +919%
PA
283
Parallel Advisors
California
$2.18M +$1.34M +5,364 +161%
USCWA
284
U.S. Capital Wealth Advisors
Texas
$2.16M +$453K +1,815 +27%
FWP
285
Falcon Wealth Planning
California
$2.16M -$51.9K -208 -2%
SF
286
Summit Financial
New Jersey
$2.14M +$1.1M +4,429 +108%
KeyBank National Association
287
KeyBank National Association
Ohio
$2.11M -$1.25K -5 -0.1%
SB
288
Simmons Bank
Arkansas
$2.09M -$104K -418 -5%
SFP
289
Sterling Financial Planning
New Jersey
$2.08M -$185K -742 -8%
GIA
290
Goodwin Investment Advisory
Georgia
$2.07M -$21K -84 -1%
IWC
291
Integrated Wealth Concepts
Massachusetts
$2.07M +$175K +700 +9%
D
292
Dentgroup
Louisiana
$2.04M -$130K -522 -6%
FCI
293
Financial Counselors Inc
Kansas
$2.02M -$19.2K -77 -0.9%
WFP
294
Wrenne Financial Planning
Kentucky
$2M -$105K -422 -5%
C
295
CEDRUS
Colorado
$1.99M -$562K -2,252 -22%
CSPIA
296
Cary Street Partners Investment Advisory
Virginia
$1.97M +$168K +675 +9%
VWM
297
Valley Wealth Managers
New Jersey
$1.97M -$39.4K -158 -2%
CP
298
Creekside Partners
California
$1.94M +$1.94M +7,762 New
BCM
299
BTC Capital Management
Iowa
$1.91M -$9.48K -38 -0.5%
M&T Bank
300
M&T Bank
New York
$1.91M -$114K -458 -6%

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.