We are live on ! Find out more
VBK icon

Vanguard Small-Cap Growth ETF

1,021 hedge funds and large institutions have $10.8B invested in Vanguard Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 390 increasing their positions, 332 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 31

82% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.54M

17% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 332

12% more funds holding in top 10

Funds holding in top 10: 4247 (+5)

9% more capital invested

Capital invested by funds: $9.94B → $10.8B (+$893M)

4% more funds holding

Funds holding: 9801,021 (+41)

1.39% more ownership

Funds ownership: 58.95%60.34% (+1.4%)

Holders
1,021
Holders Change
+41
Holders Change %
+4.18%
% of All Funds
14.66%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
0.67%
New
84
Increased
390
Reduced
332
Closed
31
Calls
$13.7M
Puts
$7.54M
Net Calls
+$6.2M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
476
ERn Financial LLC
Wisconsin
$910K -$8.71K -34 -1%
NW
477
NewEdge Wealth
Pennsylvania
$910K +$53.8K +210 +7%
CIC
478
Carnegie Investment Counsel
Ohio
$910K -$270K -1,055 -24%
FIBT
479
First International Bank & Trust
North Dakota
$902K -$45.1K -176 -5%
WFPG
480
Waller Financial Planning Group
Ohio
$890K +$14.6K +57 +2%
AF
481
Allworth Financial
California
$889K -$66.4K -259 -7%
BTI
482
Blue Trust Inc
Georgia
$875K -$11.8K -46 -1%
ICMM
483
Integrated Capital Management (Michigan)
Michigan
$875K +$838K +3,271 New
AT
484
American Trust
Kentucky
$866K +$5.13K +20 +0.6%
NAMNJ
485
NorthStar Asset Management (New Jersey)
New Jersey
$861K -$2.05K -8 -0.2%
Empower Advisory Group
486
Empower Advisory Group
Colorado
$845K +$14.9K +58 +2%
HIA
487
Harbor Investment Advisory
Maryland
$844K -$218K -852 -21%
CCA
488
Checchi Capital Advisers
California
$835K
NPFS
489
Novak & Powell Financial Services
Florida
$830K
SFPG
490
Stonebridge Financial Planning Group
Florida
$827K
ECM
491
Evergreen Capital Management
Washington
$826K +$43.6K +170 +6%
SIC
492
Shoker Investment Counsel
Ohio
$825K -$18.7K -73 -2%
DWAM
493
Duncan Williams Asset Management
Tennessee
$821K +$787K +3,071 New
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$820K
BWP
495
Baldwin Wealth Partners
Massachusetts
$817K +$746K +2,911 +1,994%
LC
496
Lindbrook Capital
California
$814K
WP
497
WealthShield Partners
North Carolina
$813K -$19.5K -76 -2%
MIM
498
Macroview Investment Management
Maryland
$811K +$31.8K +124 +4%
HPFG
499
Hart & Patterson Financial Group
Massachusetts
$811K -$27.7K -108 -3%
WPWM
500
Windward Private Wealth Management
Kansas
$803K -$12.3K -48 -2%

VBK Hedge Fund Activity: Q3 2024 in Review

1,021 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2024, worth a combined $10.8B — up 9% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VBK positions and 31 closed out — a net gain of 53 holders — while 390 added to existing stakes and 332 trimmed.

The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Strategic Financial Concepts, cutting an estimated $80.4M.

  • 1,021 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2024, up from 980 in Q2 2024.
  • Funds reported $10.8B of Vanguard Small-Cap Growth ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 84 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2024 and 31 closed out, a net change of +53 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2024 was Bank of America, an estimated $188M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2024.