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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
NAMNJ
476
NorthStar Asset Management (New Jersey)
New Jersey
$808K +$9.73K +39 +1%
AT
477
American Trust
Kentucky
$805K +$15.2K +61 +2%
NW
478
NewEdge Wealth
Pennsylvania
$798K -$2.36M -9,440 -75%
WAG
479
Wheelhouse Advisory Group
Missouri
$797K -$327K -1,311 -29%
SIC
480
Shoker Investment Counsel
Ohio
$790K -$10.2K -41 -1%
HPFG
481
Hart & Patterson Financial Group
Massachusetts
$786K +$34.2K +137 +5%
TAM
482
Townsend Asset Management
North Carolina
$785K +$33.7K +135 +4%
CCA
483
Checchi Capital Advisers
California
$781K -$116K -464 -13%
WP
484
WealthShield Partners
North Carolina
$780K -$20.7K -83 -3%
NPFS
485
Novak & Powell Financial Services
Florida
$777K +$775K +3,105 New
Empower Advisory Group
486
Empower Advisory Group
Colorado
$776K -$14K -56 -2%
SFPG
487
Stonebridge Financial Planning Group
Florida
$774K -$142K -571 -16%
GJIA
488
Glass Jacobson Investment Advisors
Maryland
$767K
EWM
489
Evermay Wealth Management
Virginia
$764K +$14.5K +58 +2%
WPWM
490
Windward Private Wealth Management
Kansas
$763K -$42.4K -170 -5%
LC
491
Lindbrook Capital
California
$762K -$249 -1 -0%
GC
492
Gratus Capital
Georgia
$762K
HSBC Holdings
493
HSBC Holdings
United Kingdom
$756K +$420K +1,684 +126%
CFGSD
494
Compass Financial Group (South Dakota)
South Dakota
$749K -$4.49K -18 -0.6%
AWA
495
Arete Wealth Advisors
Illinois
$746K +$746K +2,989 New
TFA
496
Tobias Financial Advisors
Florida
$742K
ECM
497
Evergreen Capital Management
Washington
$732K
MIM
498
Macroview Investment Management
Maryland
$728K +$316K +1,268 +77%
BB
499
Busey Bank
Illinois
$723K
CPSC
500
Carl P. Sherr & Co
Massachusetts
$717K

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.