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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
HB
376
Horizon Bancorp
Indiana
$1.54M +$19.5K +76 +1%
SAM
377
Smithbridge Asset Management
Pennsylvania
$1.54M -$12K -47 -0.8%
SMA
378
Sage Mountain Advisors
Georgia
$1.53M
R
379
Rebalance
California
$1.52M
VWA
380
Visionary Wealth Advisors
Illinois
$1.52M -$13.8K -54 -0.9%
Thrivent Financial for Lutherans
381
Thrivent Financial for Lutherans
Minnesota
$1.51M -$295K -1,150 -17%
WRPWM
382
Werba Rubin Papier Wealth Management
California
$1.51M +$7.43K +29 +0.5%
GB
383
Goepper Burkhardt
South Carolina
$1.5M -$132K -515 -8%
UB
384
UMB Bank
Missouri
$1.49M -$476K -1,856 -25%
OCPWS
385
One Charles Private Wealth Services
Massachusetts
$1.49M +$26.1K +102 +2%
1IA
386
1834 Investment Advisors
Wisconsin
$1.48M +$142K +556 +11%
SPA
387
Sentinel Pension Advisors
Massachusetts
$1.48M -$29.2K -114 -2%
SWM
388
Sagace Wealth Management
Florida
$1.47M +$246K +962 +22%
TDWM
389
Topel & Distasi Wealth Management
California
$1.46M
AL
390
Aspiriant LLC
California
$1.45M -$3.08K -12 -0.2%
TWA
391
TCI Wealth Advisors
Arizona
$1.45M
CWAG
392
Compton Wealth Advisory Group
Virginia
$1.44M +$3.84K +15 +0.3%
LIM
393
Leavell Investment Management
Alabama
$1.44M +$133K +519 +11%
PFG
394
Pinnacle Financial Group
Illinois
$1.43M +$135K +526 +11%
DB
395
Dravo Bay
Delaware
$1.42M -$277K -1,082 -17%
OCG
396
Opus Capital Group
Ohio
$1.4M -$59.4K -232 -4%
AAS
397
Ameritas Advisory Services
Nebraska
$1.37M -$412K -1,607 -24%
KCM
398
Kennicott Capital Management
California
$1.37M
PCG
399
Prosperity Consulting Group
Maryland
$1.35M -$2.05K -8 -0.2%
WA
400
Wealth Alliance
New York
$1.34M +$102K +400 +9%

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.