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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
WH
426
Willner & Heller
California
$1.13M -$3.68K -15 -0.3%
SF
427
Synovus Financial
Georgia
$1.13M -$94.6K -385 -8%
HNB
428
Hilltop National Bank
Wyoming
$1.12M +$1.05M +4,279 New
ES
429
Eagle Strategies
New York
$1.11M +$756K +3,077 +257%
NFSG
430
Newbridge Financial Services Group
Florida
$1.11M +$364K +1,480 +53%
BOH
431
Bank of Hawaii
Hawaii
$1.1M +$33.7K +137 +3%
RRA
432
Round Rock Advisors
Connecticut
$1.08M
SFG
433
Sunburst Financial Group
Alabama
$1.08M +$11.5K +47 +1%
DT
434
Diversified Trust
Tennessee
$1.07M +$61.9K +252 +7%
MWM
435
Mission Wealth Management
California
$1.07M +$174K +709 +21%
SF
436
Summit Financial
New Jersey
$1.07M -$615K -2,503 -38%
CHC
437
City Holding Co
West Virginia
$1.06M -$3.19K -13 -0.3%
GFP
438
Gryphon Financial Partners
Ohio
$1.06M -$25.3K -103 -2%
CA
439
CGN Advisors
Kansas
$1.06M +$12.3K +50 +1%
1IA
440
1834 Investment Advisors
Wisconsin
$1.05M +$332K +1,350 +51%
CFAM
441
Center For Asset Management
Florida
$1.04M +$7.61K +31 +0.8%
PAS
442
Park Avenue Securities
New York
$1.03M +$21.6K +88 +2%
LP
443
LGL Partners
Pennsylvania
$1.03M +$491 +2 +0.1%
SFP
444
Strategic Financial Partners
Oregon
$1.01M +$22.1K +90 +2%
EP
445
Eudaimonia Partners
Tennessee
$1.01M +$191K +778 +25%
TC
446
Trust Company
Kansas
$1M -$57.2K -233 -6%
Citadel Advisors
447
Citadel Advisors
Florida
$994K +$206K +837 +28%
HWMC
448
Heritage Wealth Management (California)
California
$994K -$129K -527 -12%
KIA
449
KLR Investment Advisors
Rhode Island
$985K +$1.01M +4,096 New
WPC
450
Wedmont Private Capital
Pennsylvania
$981K +$15.2K +62 +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.