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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
ATC
301
Argent Trust Co
Tennessee
$1.89M -$16.2K -65 -0.9%
IWS
302
Integrity Wealth Solutions
Colorado
$1.88M +$46.4K +186 +3%
UB
303
UMB Bank
Missouri
$1.86M +$174K +697 +10%
PFS
304
Prospera Financial Services
Texas
$1.86M -$188K -752 -9%
KNFPWM
305
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.86M -$306K -1,228 -14%
TWM
306
Tradition Wealth Management
Minnesota
$1.86M +$71.1K +285 +4%
GWMR
307
GC Wealth Management RIA
Massachusetts
$1.84M -$5.99K -24 -0.3%
RPSA
308
Richard P. Slaughter Associates
Texas
$1.84M +$154K +616 +9%
RFS
309
Richardson Financial Services
Massachusetts
$1.82M +$26.7K +107 +1%
IA
310
Insight Advisors
Pennsylvania
$1.82M -$4.24K -17 -0.2%
EH
311
Equitable Holdings
New York
$1.81M +$26.2K +105 +1%
EWM
312
Empirical Wealth Management
Washington
$1.81M +$239K +958 +15%
MA
313
MONECO Advisors
Connecticut
$1.8M +$180K +723 +11%
NFSG
314
Newbridge Financial Services Group
Florida
$1.8M +$727K +2,914 +68%
TCMP
315
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.79M +$1.79M +7,172 New
CAG
316
Curtis Advisory Group
California
$1.76M +$58.9K +236 +3%
CW
317
Cooksen Wealth
Texas
$1.75M +$48.1K +193 +3%
WKWM
318
Walter & Keenan Wealth Management
Indiana
$1.74M
NFW
319
Noble Family Wealth
Florida
$1.73M -$37.4K -150 -2%
CWA
320
Cascade Wealth Advisors
Washington
$1.72M
Vanguard Group
321
Vanguard Group
Pennsylvania
$1.71M +$71.1K +285 +4%
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$1.7M +$114K +455 +7%
HCA
323
Harbour Capital Advisors
Virginia
$1.7M -$18.7K -75 -1%
BF
324
BOK Financial
Oklahoma
$1.7M -$20K -80 -1%
AAS
325
Ameritas Advisory Services
Nebraska
$1.68M -$581K -2,329 -26%

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.