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Vanguard Small-Cap Growth ETF

997 hedge funds and large institutions have $10B invested in Vanguard Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 414 increasing their positions, 316 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $4.59M

63% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 63

31% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 316

9% more capital invested

Capital invested by funds: $9.24B → $10B (+$805M)

2% more funds holding

Funds holding: 976997 (+21)

2.13% less ownership

Funds ownership: 59.43%57.3% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

Holders
997
Holders Change
+21
Holders Change %
+2.15%
% of All Funds
14.36%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.69%
New
103
Increased
414
Reduced
316
Closed
63
Calls
$11.5M
Puts
$4.59M
Net Calls
+$6.95M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
MONECO Advisors
Connecticut
$1.69M +$18.9K +77 +1%
CIA
352
Covington Investment Advisors
Pennsylvania
$1.68M +$81.5K +332 +5%
WTFG
353
Wells Trecaso Financial Group
Ohio
$1.68M
CWA
354
Cascade Wealth Advisors
Washington
$1.67M +$1.65M +6,731 New
PBF
355
Petix & Botte Financial
California
$1.66M +$1.11M +4,514 +243%
Thrivent Financial for Lutherans
356
Thrivent Financial for Lutherans
Minnesota
$1.66M +$327K +1,332 +27%
EWM
357
Empirical Wealth Management
Washington
$1.64M +$171K +696 +12%
NRI
358
NFP Retirement Inc
California
$1.59M -$215K -877 -13%
DB
359
Dravo Bay
Delaware
$1.59M +$180K +731 +14%
QWP
360
Quotient Wealth Partners
Texas
$1.57M -$1.31M -5,323 -47%
MF
361
Meridian Financial
Massachusetts
$1.57M -$6.88K -28 -0.5%
WP
362
WealthPLAN Partners
Nebraska
$1.57M +$52.1K +212 +4%
SFM
363
Signet Financial Management
New Jersey
$1.56M -$47.2K -192 -3%
GB
364
Goepper Burkhardt
South Carolina
$1.55M -$99.2K -404 -6%
ACA
365
Aptus Capital Advisors
Alabama
$1.53M +$114K +465 +9%
JWCA
366
J.W. Cole Advisors
Florida
$1.52M +$83K +338 +6%
PFWA
367
Paces Ferry Wealth Advisors
Georgia
$1.52M +$1.43M +5,816 New
BAM
368
Belpointe Asset Management
Nevada
$1.51M -$573K -2,331 -29%
FCA
369
Fortis Capital Advisors
Kansas
$1.51M -$573K -2,331 -29%
SAM
370
Smithbridge Asset Management
Pennsylvania
$1.51M +$8.35K +34 +0.6%
SMA
371
Sage Mountain Advisors
Georgia
$1.5M +$491K +1,999 +53%
VFA
372
Valeo Financial Advisors
Indiana
$1.5M -$18.4K -75 -1%
R
373
Rebalance
California
$1.49M -$20.9K -85 -1%
AIA
374
Ally Invest Advisors
North Carolina
$1.48M +$217K +882 +18%
MCM
375
MAI Capital Management
Ohio
$1.48M +$274K +1,115 +25%

VBK Hedge Fund Activity: Q1 2024 in Review

997 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2024, worth a combined $10B — up 8.7% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VBK positions and 63 closed out — a net gain of 40 holders — while 414 added to existing stakes and 316 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Morgan Stanley, cutting an estimated $466M.

  • 997 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2024, up from 976 in Q4 2023.
  • Funds reported $10B of Vanguard Small-Cap Growth ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 103 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2024 and 63 closed out, a net change of +40 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2024 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2024.