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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
VFA
351
Valeo Financial Advisors
Indiana
$1.72M +$38.2K +149 +2%
BF
352
BOK Financial
Oklahoma
$1.71M -$79.4K -310 -5%
AFAS
353
Acorn Financial Advisory Services
Virginia
$1.69M -$60.7K -237 -4%
AWM
354
Accel Wealth Management
Iowa
$1.69M +$162K +631 +11%
GWM
355
GSB Wealth Management
Connecticut
$1.68M -$56.4K -220 -3%
FCG
356
Financial Connections Group
California
$1.67M -$19.5K -76 -1%
ACA
357
Aptus Capital Advisors
Alabama
$1.66M +$1.07M +4,158 +203%
WTFG
358
Wells Trecaso Financial Group
Ohio
$1.66M -$6.66K -26 -0.4%
PA
359
Parallel Advisors
California
$1.66M -$641K -2,501 -29%
CIA
360
Concurrent Investment Advisors
Florida
$1.65M +$678K +2,645 +75%
CAG
361
Csenge Advisory Group
Florida
$1.64M -$62.5K -244 -4%
KWA
362
Kingswood Wealth Advisors
California
$1.63M +$1.56M +6,106 New
CW
363
Cooksen Wealth
Texas
$1.63M -$232K -906 -13%
CIA
364
Covington Investment Advisors
Pennsylvania
$1.63M -$42.5K -166 -3%
TCA
365
Transcend Capital Advisors
New Jersey
$1.61M -$85.6K -334 -5%
Kovitz Investment Group Partners
366
Kovitz Investment Group Partners
Illinois
$1.61M +$439K +1,714 +33%
CPRC
367
Consolidated Portfolio Review Corp
New York
$1.59M +$26.6K +104 +2%
BAM
368
Belpointe Asset Management
Nevada
$1.58M +$62.8K +245 +4%
FCA
369
Fortis Capital Advisors
Kansas
$1.56M +$40.2K +157 +3%
MCM
370
MAI Capital Management
Ohio
$1.56M +$11.8K +46 +0.8%
JWCA
371
J.W. Cole Advisors
Florida
$1.56M +$45.4K +177 +3%
MF
372
Meridian Financial
Massachusetts
$1.56M -$28.4K -111 -2%
ACM
373
Advisors Capital Management
New Jersey
$1.55M -$224K -876 -13%
IWM
374
IHT Wealth Management
Illinois
$1.55M +$54.3K +212 +4%
MSF
375
Mustard Seed Financial
Arkansas
$1.54M +$92.5K +361 +7%

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.