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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
TWA
376
TCI Wealth Advisors
Arizona
$1.35M -$2.99K -12 -0.2%
IAG
377
Investmark Advisory Group
Connecticut
$1.34M +$59.9K +240 +5%
CWAG
378
Compton Wealth Advisory Group
Virginia
$1.34M -$7.98K -32 -0.6%
RFM
379
Royal Fund Management
Florida
$1.34M -$762K -3,053 -36%
BCI
380
Brinker Capital Investments
Pennsylvania
$1.31M -$379K -1,520 -22%
OPS
381
Orion Portfolio Solutions
Nebraska
$1.31M -$379K -1,520 -22%
SAM
382
Sawgrass Asset Management
Florida
$1.31M
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$1.31M -$603K -2,416 -32%
BA
384
Bridge Advisory
California
$1.28M -$347K -1,392 -21%
KCM
385
Kennicott Capital Management
California
$1.28M
MPW
386
MGO Private Wealth
California
$1.28M -$3.49K -14 -0.3%
PCG
387
Prosperity Consulting Group
Maryland
$1.27M -$70.9K -284 -5%
1IA
388
1834 Investment Advisors
Wisconsin
$1.25M +$245K +982 +24%
SEIA
389
Signature Estate & Investment Advisors
California
$1.25M +$363K +1,454 +41%
NFC
390
Northeast Financial Consultants
Connecticut
$1.24M -$103K -413 -8%
FA
391
Fiducient Advisors
Illinois
$1.24M +$1.23M +4,948 New
BWP
392
BSW Wealth Partners
Colorado
$1.23M -$63.4K -254 -5%
LIM
393
Leavell Investment Management
Alabama
$1.22M +$44.9K +180 +4%
WIC
394
Whitegate Investment Counselors
New Hampshire
$1.21M -$2.5K -10 -0.2%
PFG
395
Pinnacle Financial Group
Illinois
$1.21M +$17.2K +69 +1%
CDH
396
Charles D. Hyman
$1.21M
CCB
397
Country Club Bank
Missouri
$1.2M
AF
398
Apollon Financial
South Carolina
$1.2M +$34.7K +139 +3%
SFM
399
Signet Financial Management
New Jersey
$1.17M -$322K -1,291 -22%
AWM
400
AE Wealth Management
Kansas
$1.17M -$4.47M -17,907 -79%

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.