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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
SG
401
StoneX Group
New York
$1.34M +$149K +583 +13%
NFC
402
Northeast Financial Consultants
Connecticut
$1.33M
HP
403
Holistic Planning
Texas
$1.32M +$143K +559 +13%
LFAS
404
Level Four Advisory Services
Texas
$1.32M +$758K +2,958 +149%
WIC
405
Whitegate Investment Counselors
New Hampshire
$1.31M +$20K +78 +2%
BA
406
Bridge Advisory
California
$1.31M -$61.5K -240 -5%
BWP
407
BSW Wealth Partners
Colorado
$1.3M -$9.48K -37 -0.8%
MWM
408
Meridian Wealth Management
Kentucky
$1.3M +$1.25M +4,866 New
AWM
409
AE Wealth Management
Kansas
$1.29M +$37.7K +147 +3%
CCB
410
Country Club Bank
Missouri
$1.29M
TP
411
Tranquility Partners
Tennessee
$1.27M +$56.9K +222 +5%
IA
412
IFP Advisors
Florida
$1.27M +$45.9K +179 +4%
IAG
413
Investmark Advisory Group
Connecticut
$1.27M -$159K -619 -12%
TPW
414
Transatlantique Private Wealth
New York
$1.27M +$1.21M +4,739 New
UWM
415
USAdvisors Wealth Management
Minnesota
$1.23M -$16.9K -66 -1%
BCM
416
Brookstone Capital Management
Illinois
$1.22M -$2.97M -11,609 -72%
PAS
417
Park Avenue Securities
New York
$1.21M -$5.13K -20 -0.4%
TC
418
TAP Consulting
Missouri
$1.21M -$5.89K -23 -0.5%
SFM
419
Signet Financial Management
New Jersey
$1.21M -$42.8K -167 -4%
WT
420
Whittier Trust
California
$1.2M
DC
421
Davenport & Co
Virginia
$1.2M -$30.7K -120 -3%
TCOTS
422
Trust Company of the South
North Carolina
$1.19M
JIC
423
Johnson Investment Counsel
Ohio
$1.18M
MFG
424
MidWestOne Financial Group
Iowa
$1.18M -$50.2K -196 -4%
TC
425
Trust Company
Kansas
$1.17M +$132K +515 +13%

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.