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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
AWM
301
Apollon Wealth Management
South Carolina
$2.27M -$17.6M -68,788 -89%
FWP
302
Falcon Wealth Planning
California
$2.27M -$41.8K -163 -2%
P
303
&Partners
Tennessee
$2.26M +$504K +1,967 +30%
TW
304
TritonPoint Wealth
Maryland
$2.26M -$229K -892 -10%
EH
305
Equitable Holdings
New York
$2.24M +$285K +1,111 +15%
IWC
306
Integrated Wealth Concepts
Massachusetts
$2.23M +$16.7K +65 +0.8%
SFP
307
Sterling Financial Planning
New Jersey
$2.2M -$19.2K -75 -0.9%
SB
308
Simmons Bank
Arkansas
$2.2M -$40.7K -159 -2%
Vanguard Group
309
Vanguard Group
Pennsylvania
$2.18M +$343K +1,338 +20%
KeyBank National Association
310
KeyBank National Association
Ohio
$2.18M -$70.5K -275 -3%
WFP
311
Wrenne Financial Planning
Kentucky
$2.16M +$24.9K +97 +1%
PCA
312
Prosperity Capital Advisors
Ohio
$2.15M +$577K +2,250 +39%
TAM
313
Townsend Asset Management
North Carolina
$2.15M +$1.26M +4,915 +157%
GIA
314
Goodwin Investment Advisory
Georgia
$2.15M -$67.6K -264 -3%
CA
315
Clearstead Advisors
Ohio
$2.13M +$1.79M +6,970 +695%
GWMR
316
GC Wealth Management RIA
Massachusetts
$2.08M +$101K +393 +5%
VWM
317
Valley Wealth Managers
New Jersey
$2.03M -$75.6K -295 -4%
CP
318
Creekside Partners
California
$2.03M -$46.6K -182 -2%
BCM
319
BTC Capital Management
Iowa
$2.02M -$12.6K -49 -0.6%
ATC
320
Argent Trust Co
Tennessee
$2.02M -$5.89K -23 -0.3%
IWS
321
Integrity Wealth Solutions
Colorado
$2.01M +$5.64K +22 +0.3%
D
322
Dentgroup
Louisiana
$2.01M -$163K -637 -8%
TWM
323
Tradition Wealth Management
Minnesota
$2M +$12.3K +48 +0.6%
IA
324
Insight Advisors
Pennsylvania
$2M +$47.7K +186 +3%
CAG
325
Curtis Advisory Group
California
$1.96M +$71.7K +280 +4%

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.