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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
UWM
401
USAdvisors Wealth Management
Minnesota
$1.17M -$513K -2,056 -31%
DC
402
Davenport & Co
Virginia
$1.15M +$347K +1,392 +43%
WA
403
Wealth Alliance
New York
$1.15M +$20.5K +82 +2%
SWM
404
Sagace Wealth Management
Florida
$1.15M +$1.1M +4,418 New
MFG
405
MidWestOne Financial Group
Iowa
$1.15M -$65.6K -263 -5%
HP
406
Holistic Planning
Texas
$1.15M -$11.5K -46 -1%
IA
407
IFP Advisors
Florida
$1.14M -$998 -4 -0.1%
PAS
408
Park Avenue Securities
New York
$1.14M +$149K +598 +15%
TC
409
TAP Consulting
Missouri
$1.14M -$6.99K -28 -0.6%
TP
410
Tranquility Partners
Tennessee
$1.14M +$27.2K +109 +2%
WT
411
Whittier Trust
California
$1.13M +$2K +8 +0.2%
CIC
412
Carnegie Investment Counsel
Ohio
$1.11M -$1.59M -6,376 -59%
TCOTS
413
Trust Company of the South
North Carolina
$1.11M
SG
414
StoneX Group
New York
$1.11M +$1.1M +4,414 New
JIC
415
Johnson Investment Counsel
Ohio
$1.1M
GWM
416
Geneos Wealth Management
Colorado
$1.1M -$49.4K -198 -4%
SJGA
417
Stephen J. Garry & Associates
New York
$1.09M -$7.48K -30 -0.7%
HIC
418
Hartline Investment Corp
Illinois
$1.08M +$1.08M +4,331 New
PMFA
419
Plante Moran Financial Advisors
Michigan
$1.08M -$11K -44 -1%
SF
420
Synovus Financial
Georgia
$1.07M -$7.98K -32 -0.7%
HI
421
Harbour Investments
Wisconsin
$1.07M +$124K +499 +13%
JFG
422
Jefferies Financial Group
New York
$1.06M -$34.9K -140 -3%
CA
423
CGN Advisors
Kansas
$1.06M +$43.4K +174 +4%
UBV
424
United Bank (Virginia)
Virginia
$1.06M -$56.9K -228 -5%
AWE
425
Avidian Wealth Enterprises
Texas
$1.05M -$141K -564 -12%

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.