We are live on ! Find out more
VBK icon

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
BWM
276
Brown Wealth Management
Illinois
$2.73M +$11.8K +46 +0.5%
RFM
277
Royal Fund Management
Florida
$2.71M +$1.21M +4,735 +89%
AFTS
278
American Financial & Tax Strategies
New York
$2.69M +$87.4K +341 +4%
PCIA
279
Prime Capital Investment Advisors
Kansas
$2.69M +$24.9K +97 +1%
MCA
280
MSH Capital Advisors
Arizona
$2.68M +$60.2K +235 +2%
TA
281
TFB Advisors
Kansas
$2.67M -$41.8K -163 -2%
ODIJL
282
One Day In July LLC
Vermont
$2.67M +$413K +1,611 +2%
EWM
283
Empirical Wealth Management
Washington
$2.67M +$700K +2,732 +38%
BCM
284
Beaumont Capital Management
Massachusetts
$2.58M
SF
285
Summit Financial
New Jersey
$2.57M +$271K +1,059 +12%
CIA
286
Compass Ion Advisors
Pennsylvania
$2.54M -$7.43K -29 -0.3%
TPCW
287
TD Private Client Wealth
New York
$2.51M +$4.1K +16 +0.2%
FCI
288
Financial Counselors Inc
Kansas
$2.49M +$315K +1,231 +15%
TNBTD
289
Trustmark National Bank Trust Department
Mississippi
$2.49M -$90.5K -353 -4%
Brown Advisory
290
Brown Advisory
Maryland
$2.45M +$116K +452 +5%
FWP
291
FAS Wealth Partners
Kansas
$2.44M -$161K -627 -6%
GCM
292
G2 Capital Management
Ohio
$2.43M +$1.79K +7 +0.1%
GTAM
293
Global Trust Asset Management
Florida
$2.41M -$51.2K -200 -2%
MC
294
Matisse Capital
Oregon
$2.41M +$587K +2,289 +34%
GCA
295
Greenwood Capital Associates
South Carolina
$2.39M +$57.1K +223 +3%
AIA
296
Ally Invest Advisors
North Carolina
$2.39M +$633K +2,471 +38%
SJGA
297
Stephen J. Garry & Associates
New York
$2.37M +$1.15M +4,489 +103%
AA
298
Aire Advisors
California
$2.36M -$46.4K -181 -2%
SA
299
SFI Advisors
New Jersey
$2.35M -$1.1M -4,277 -33%
C
300
CEDRUS
Colorado
$2.27M +$142K +553 +7%

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.