We are live on ! Find out more
VBK icon

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
WIC
401
Whitegate Investment Counselors
New Hampshire
$1.26M +$132K +537 +12%
CDH
402
Charles D. Hyman
$1.26M
CCB
403
Country Club Bank
Missouri
$1.25M -$7.37K -30 -0.6%
AWE
404
Avidian Wealth Enterprises
Texas
$1.24M -$30.9K -126 -3%
PFG
405
Pinnacle Financial Group
Illinois
$1.24M +$34.4K +140 +3%
VWA
406
Visionary Wealth Advisors
Illinois
$1.22M +$381K +1,550 +49%
LIM
407
Leavell Investment Management
Alabama
$1.22M +$52.8K +215 +5%
AF
408
Apollon Financial
South Carolina
$1.21M +$190K +773 +20%
GWM
409
Geneos Wealth Management
Colorado
$1.2M +$103K +418 +10%
IA
410
IFP Advisors
Florida
$1.19M -$366K -1,490 -25%
TC
411
TAP Consulting
Missouri
$1.19M +$1.72K +7 +0.2%
PCA
412
Prosperity Capital Advisors
Ohio
$1.19M +$335K +1,364 +43%
WA
413
Wealth Alliance
New York
$1.18M +$32.2K +131 +3%
WAG
414
Wheelhouse Advisory Group
Missouri
$1.18M -$162K -661 -13%
WT
415
Whittier Trust
California
$1.17M +$246 +1 +0%
UBV
416
United Bank (Virginia)
Virginia
$1.16M +$434K +1,768 +66%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$1.16M -$577K -2,349 -35%
HP
418
Holistic Planning
Texas
$1.16M -$14.7K -60 -1%
TCOTS
419
Trust Company of the South
North Carolina
$1.16M +$443K +1,802 +68%
TP
420
Tranquility Partners
Tennessee
$1.16M +$23.3K +95 +2%
JIC
421
Johnson Investment Counsel
Ohio
$1.15M +$227K +925 +27%
WEG
422
World Equity Group
Illinois
$1.15M +$624K +2,539 +136%
JFG
423
Jefferies Financial Group
New York
$1.15M -$214K -870 -17%
SJGA
424
Stephen J. Garry & Associates
New York
$1.15M
PMFA
425
Plante Moran Financial Advisors
Michigan
$1.14M -$23.8K -97 -2%

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.