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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
EWA
26
EP Wealth Advisors
California
$74.1M +$9.25M +37,071 +14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$70.5M +$1.06M +4,253 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$69.1M -$320K -1,284 -0.5%
HighTower Advisors
29
HighTower Advisors
Illinois
$67.9M -$7.67M -30,761 -10%
RJA
30
Raymond James & Associates
Florida
$61.4M +$2.72M +10,901 +5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$60.7M -$8.23K -33 -0%
Osaic Holdings
32
Osaic Holdings
Arizona
$59.6M -$4.56M -18,262 -7%
JP Morgan Chase
33
JP Morgan Chase
New York
$53.9M -$24.6M -98,579 -31%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$50.5M -$3.79M -15,182 -7%
Mariner
35
Mariner
Kansas
$47.4M +$814K +3,263 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$44.2M +$1.66M +6,644 +4%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$44.1M +$399K +1,600 +0.9%
UCFA
38
United Capital Financial Advisors
Texas
$39.6M -$711K -2,849 -2%
LNC
39
Lincoln National Corp
Pennsylvania
$37.5M -$3.53M -14,155 -9%
AFA
40
American Financial Advisors
Georgia
$35.4M -$495K -1,986 -1%
SFS
41
Summit Financial Strategies
Ohio
$34.3M +$334K +1,339 +1%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$33.9M -$2.15M -8,634 -6%
Stifel Financial
43
Stifel Financial
Missouri
$32M -$2.93M -11,749 -8%
Charles Schwab
44
Charles Schwab
California
$31.9M +$351K +1,405 +1%
RA
45
Rodgers & Associates
Pennsylvania
$29.9M -$142K -570 -0.5%
BFA
46
Bragg Financial Advisors
North Carolina
$29.8M +$510K +2,043 +2%
WANY
47
Wealthspire Advisors (New York)
New York
$29.6M +$3.49M +13,972 +13%
SWA
48
Strategies Wealth Advisors
Michigan
$29.2M +$2.79M +11,174 +11%
NA
49
NewEdge Advisors
Louisiana
$28.8M +$1.6M +6,399 +6%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$28.7M +$122K +489 +0.4%

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.