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Vanguard Small-Cap Growth ETF

1,120 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 409 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 41

30% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $10.2M

24% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 331

15% more capital invested

Capital invested by funds: $10.8B → $12.4B (+$1.58B)

10% more funds holding

Funds holding: 1,0211,120 (+99)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

0.31% less ownership

Funds ownership: 60.34%60.03% (-0.31%)

Holders
1,120
Holders Change
+99
Holders Change %
+9.7%
% of All Funds
14.75%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.66%
New
166
Increased
409
Reduced
331
Closed
41
Calls
$13.3M
Puts
$10.2M
Net Calls
+$3.08M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$83.4M +$239K +846 +0.3%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$83.3M +$23.2K +82 +0%
HighTower Advisors
28
HighTower Advisors
Illinois
$80.4M +$1.51M +5,325 +2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$80M +$169K +598 +0.2%
Osaic Holdings
30
Osaic Holdings
Arizona
$66.6M +$2.97M +10,504 +5%
JP Morgan Chase
31
JP Morgan Chase
New York
$64.3M +$1.73M +6,121 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$60.3M +$3.28M +11,607 +6%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$60.1M +$1.85M +6,534 +3%
1832 Asset Management
34
1832 Asset Management
Ontario, Canada
$55.5M -$8.28M -29,293 -13%
Mariner
35
Mariner
Kansas
$55.4M +$164K +581 +0.3%
US Bancorp
36
US Bancorp
Minnesota
$53.6M -$2.45M -8,664 -4%
WANY
37
Wealthspire Advisors (New York)
New York
$53.2M +$5.67M +20,048 +12%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$46.5M +$988K +3,494 +2%
UCFA
39
United Capital Financial Advisors
Texas
$44.7M -$726K -2,569 -2%
SFS
40
Summit Financial Strategies
Ohio
$38.9M +$196K +695 +0.5%
SWA
41
Strategies Wealth Advisors
Michigan
$38.7M +$3.18M +11,242 +9%
AFA
42
American Financial Advisors
Georgia
$38.1M -$797K -2,818 -2%
Stifel Financial
43
Stifel Financial
Missouri
$37.7M +$1.58M +5,581 +4%
AWM
44
Avior Wealth Management
Nebraska
$36.3M +$8.04M +28,458 +28%
Creative Planning
45
Creative Planning
Kansas
$34.5M +$8.86M +31,337 +34%
BFA
46
Bragg Financial Advisors
North Carolina
$33.8M -$550K -1,945 -2%
RA
47
Rodgers & Associates
Pennsylvania
$33.7M -$656K -2,320 -2%
NA
48
NewEdge Advisors
Louisiana
$33.2M -$28K -99 -0.1%
MFWP
49
Mosaic Family Wealth Partners
Missouri
$32.8M +$450K +1,592 +1%
PAG
50
Private Advisor Group
New Jersey
$32.7M +$1.1M +3,908 +3%

VBK Hedge Fund Activity: Q4 2024 in Review

1,120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2024, worth a combined $12.4B — up 15% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new VBK positions and 41 closed out — a net gain of 125 holders — while 409 added to existing stakes and 331 trimmed.

The largest buyer was Essential Planning, adding an estimated $309M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $41.9M sold.

  • 1,120 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2024, up from 1,021 in Q3 2024.
  • Funds reported $12.4B of Vanguard Small-Cap Growth ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 166 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2024 and 41 closed out, a net change of +125 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q4 2024 was Essential Planning, an estimated $309M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q4 2024 was Balyasny Asset Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2024.