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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
CAG
376
Csenge Advisory Group
Florida
$1.47M -$84.7K -345 -6%
CPRC
377
Consolidated Portfolio Review Corp
New York
$1.45M -$38.8K -158 -3%
SPA
378
Sentinel Pension Advisors
Massachusetts
$1.45M +$11.5K +47 +0.9%
OCG
379
Opus Capital Group
Ohio
$1.42M
TDWM
380
Topel & Distasi Wealth Management
California
$1.42M -$9.58K -39 -0.7%
TWA
381
TCI Wealth Advisors
Arizona
$1.41M -$246 -1 -0%
CWAG
382
Compton Wealth Advisory Group
Virginia
$1.41M
NFC
383
Northeast Financial Consultants
Connecticut
$1.4M -$117K -476 -8%
OCPWS
384
One Charles Private Wealth Services
Massachusetts
$1.4M +$1.97K +8 +0.1%
PCG
385
Prosperity Consulting Group
Maryland
$1.4M +$332K +1,353 +34%
AL
386
Aspiriant LLC
California
$1.37M -$26.8K -109 -2%
SAM
387
Sawgrass Asset Management
Florida
$1.36M +$211K +858 +20%
AWM
388
Aspire Wealth Management
Massachusetts
$1.36M -$100K -409 -7%
AWM
389
Accel Wealth Management
Iowa
$1.35M -$361K -1,469 -22%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$1.35M +$148K +601 +13%
BWP
391
BSW Wealth Partners
Colorado
$1.35M -$127K -519 -9%
IAG
392
Investmark Advisory Group
Connecticut
$1.34M +$110K +447 +10%
KCM
393
Kennicott Capital Management
California
$1.33M
MSF
394
Mustard Seed Financial
Arkansas
$1.33M +$116K +471 +10%
MPW
395
MGO Private Wealth
California
$1.33M -$4.91K -20 -0.4%
KWM
396
Kingsview Wealth Management
Oregon
$1.33M +$198K +808 +19%
SWA
397
Stratos Wealth Advisors
Ohio
$1.32M +$144K +586 +13%
PA
398
Pinnacle Associates
New York
$1.31M +$170K +692 +16%
MFG
399
MidWestOne Financial Group
Iowa
$1.27M -$562K -2,287 -32%
AFP
400
Ausdal Financial Partners
Iowa
$1.26M +$100K +407 +9%

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.