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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
AF
451
Allworth Financial
California
$921K -$38.2K -153 -4%
AWM
452
Aspire Wealth Management
Massachusetts
$913K -$395K -1,582 -30%
CWA
453
Canvas Wealth Advisors
Kansas
$892K +$141K +566 +20%
AWP
454
Accretive Wealth Partners
New Jersey
$891K -$3.74K -15 -0.4%
SIA
455
Schechter Investment Advisors
Michigan
$889K +$28.4K +114 +3%
CG
456
Caprock Group
Idaho
$888K +$231K +927 +35%
FIBT
457
First International Bank & Trust
North Dakota
$887K
IPW
458
Intergy Private Wealth
Colorado
$884K +$37.4K +150 +4%
PIA
459
Perennial Investment Advisors
California
$882K +$26.9K +108 +3%
MFA
460
McClarren Financial Advisors
Pennsylvania
$881K -$77.3K -310 -9%
CIA
461
Concurrent Investment Advisors
Florida
$881K +$13K +52 +1%
CFG
462
Citizens Financial Group
Rhode Island
$876K +$237K +949 +37%
NRG
463
Nemes Rush Group
Michigan
$876K
WTA
464
Washington Trust Advisors
Massachusetts
$872K -$24.2K -97 -3%
MWM
465
Mission Wealth Management
California
$872K -$157K -628 -15%
SLT
466
St Louis Trust
Missouri
$863K +$15.2K +61 +2%
EFL
467
ERn Financial LLC
Wisconsin
$860K +$3.49K +14 +0.4%
VAM
468
Verity Asset Management
North Carolina
$854K +$354K +1,417 +71%
WI
469
WrapManager Inc
California
$842K -$61.6K -247 -7%
CCM
470
Coldstream Capital Management
Washington
$822K -$36.9K -148 -4%
FAT
471
First American Trust
California
$819K +$125K +502 +18%
WFPG
472
Waller Financial Planning Group
Ohio
$819K -$18.7K -75 -2%
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$817K -$294K -1,179 -27%
GSEP
474
Golden State Equity Partners
California
$816K +$814K +3,261 New
CAL
475
Capital Analysts LLC
Pennsylvania
$810K +$42.2K +169 +6%

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.