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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
MF
351
Meridian Financial
Massachusetts
$1.48M -$23.9K -96 -2%
HNB
352
Hilltop National Bank
Wyoming
$1.48M +$412K +1,651 +39%
KWM
353
Kingsview Wealth Management
Oregon
$1.48M +$202K +809 +16%
CPRC
354
Consolidated Portfolio Review Corp
New York
$1.46M +$73.3K +294 +5%
SAM
355
Smithbridge Asset Management
Pennsylvania
$1.45M +$3.24K +13 +0.2%
PCA
356
Prosperity Capital Advisors
Ohio
$1.45M +$311K +1,247 +27%
MCM
357
MAI Capital Management
Ohio
$1.45M +$30.4K +122 +2%
VWA
358
Visionary Wealth Advisors
Illinois
$1.44M +$264K +1,057 +23%
SMA
359
Sage Mountain Advisors
Georgia
$1.44M
R
360
Rebalance
California
$1.43M
AWM
361
Accel Wealth Management
Iowa
$1.42M +$127K +508 +10%
BAM
362
Belpointe Asset Management
Nevada
$1.42M -$27.9K -112 -2%
FCA
363
Fortis Capital Advisors
Kansas
$1.42M -$27.9K -112 -2%
HB
364
Horizon Bancorp
Indiana
$1.42M -$334K -1,337 -19%
JWCA
365
J.W. Cole Advisors
Florida
$1.41M -$49.9K -200 -3%
SPA
366
Sentinel Pension Advisors
Massachusetts
$1.41M +$24.7K +99 +2%
WRPWM
367
Werba Rubin Papier Wealth Management
California
$1.41M +$480K +1,923 +52%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$1.4M +$103K +414 +8%
IWM
369
IHT Wealth Management
Illinois
$1.39M -$230K -922 -14%
PA
370
Pinnacle Associates
New York
$1.38M +$126K +505 +10%
OCPWS
371
One Charles Private Wealth Services
Massachusetts
$1.37M +$27.4K +110 +2%
OCG
372
Opus Capital Group
Ohio
$1.36M
TDWM
373
Topel & Distasi Wealth Management
California
$1.36M
AL
374
Aspiriant LLC
California
$1.36M +$44.9K +180 +3%
MSF
375
Mustard Seed Financial
Arkansas
$1.35M +$74.1K +297 +6%

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.