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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
HI
451
Harbour Investments
Wisconsin
$980K +$139K +565 +18%
AF
452
Allworth Financial
California
$974K -$208K -846 -18%
Franklin Resources
453
Franklin Resources
California
$971K -$85.5K -348 -9%
MCM
454
MidAtlantic Capital Management
Virginia
$969K +$114K +465 +14%
WRPWM
455
Werba Rubin Papier Wealth Management
California
$963K +$908K +3,695 New
BGA
456
Battery Global Advisors
Massachusetts
$959K
SFPG
457
Stonebridge Financial Planning Group
Florida
$955K +$171K +698 +24%
WI
458
WrapManager Inc
California
$943K +$6.14K +25 +0.7%
CP
459
Capital Planning
Washington
$938K +$100K +408 +13%
CCA
460
Checchi Capital Advisers
California
$935K -$41.3K -168 -4%
WTA
461
Washington Trust Advisors
Massachusetts
$935K
IW
462
Imprint Wealth
South Carolina
$932K +$886K +3,608 New
RPGK
463
Retirement Planning Group (Kansas)
Kansas
$931K +$608K +2,477 +227%
MFA
464
McClarren Financial Advisors
Pennsylvania
$929K +$1.23K +5 +0.1%
FIBT
465
First International Bank & Trust
North Dakota
$925K -$20.9K -85 -2%
SEIA
466
Signature Estate & Investment Advisors
California
$922K -$229K -931 -21%
NRG
467
Nemes Rush Group
Michigan
$913K
CIA
468
Concurrent Investment Advisors
Florida
$905K +$86.5K +352 +11%
SIA
469
Schechter Investment Advisors
Michigan
$897K +$636K +2,589 +305%
CCM
470
Coldstream Capital Management
Washington
$895K -$53.3K -217 -6%
TPW
471
Transatlantique Private Wealth
New York
$894K +$30.2K +123 +4%
EFL
472
ERn Financial LLC
Wisconsin
$893K -$2.46K -10 -0.3%
PIA
473
Perennial Investment Advisors
California
$891K -$491 -2 -0.1%
AWP
474
Accretive Wealth Partners
New Jersey
$887K -$51.1K -208 -5%
SLT
475
St Louis Trust
Missouri
$884K

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.