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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
M&T Bank
326
M&T Bank
New York
$1.95M -$87.6K -342 -4%
MA
327
MONECO Advisors
Connecticut
$1.95M +$20K +78 +1%
GWM
328
Geneos Wealth Management
Colorado
$1.93M +$723K +2,821 +64%
RPSA
329
Richard P. Slaughter Associates
Texas
$1.93M -$34.8K -136 -2%
QWM
330
Quadcap Wealth Management
Texas
$1.92M +$218K +852 +13%
HNB
331
Hilltop National Bank
Wyoming
$1.91M +$313K +1,220 +21%
KWM
332
Kingsview Wealth Management
Oregon
$1.88M +$283K +1,103 +19%
KNFPWM
333
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.87M -$110K -431 -6%
AWS
334
Atria Wealth Solutions
New York
$1.87M -$2.05M -8,000 -53%
WKWM
335
Walter & Keenan Wealth Management
Indiana
$1.86M +$1.54K +6 +0.1%
PFWA
336
Paces Ferry Wealth Advisors
Georgia
$1.86M +$127K +497 +8%
TCMP
337
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.86M -$56.9K -222 -3%
RFS
338
Richardson Financial Services
Massachusetts
$1.84M +$16.1K +63 +0.9%
HCA
339
Harbour Capital Advisors
Virginia
$1.83M
NFW
340
Noble Family Wealth
Florida
$1.83M -$25.6K -100 -1%
PFS
341
Prospera Financial Services
Texas
$1.82M -$158K -617 -8%
VIA
342
Vickerman Investment Advisors
Washington
$1.81M +$16.4K +64 +1%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$1.8M +$259K +1,012 +18%
KC
344
Kades & Cheifetz
Pennsylvania
$1.78M +$4.61K +18 +0.3%
TI
345
Truepoint Inc
Ohio
$1.78M
CWA
346
Cascade Wealth Advisors
Washington
$1.77M -$32K -125 -2%
AFP
347
Ausdal Financial Partners
Iowa
$1.76M -$4.87K -19 -0.3%
SQA
348
Simon Quick Advisors
New Jersey
$1.75M +$4.36K +17 +0.3%
NRI
349
NFP Retirement Inc
California
$1.75M +$44.3K +173 +3%
FFS
350
Founders Financial Securities
Maryland
$1.74M +$101K +393 +6%

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.