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Vanguard Small-Cap Growth ETF

997 hedge funds and large institutions have $10B invested in Vanguard Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 414 increasing their positions, 316 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $4.59M

63% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 63

31% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 316

9% more capital invested

Capital invested by funds: $9.24B → $10B (+$805M)

2% more funds holding

Funds holding: 976997 (+21)

2.13% less ownership

Funds ownership: 59.43%57.3% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

Holders
997
Holders Change
+21
Holders Change %
+2.15%
% of All Funds
14.36%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.69%
New
103
Increased
414
Reduced
316
Closed
63
Calls
$11.5M
Puts
$4.59M
Net Calls
+$6.95M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Tobias Financial Advisors
Florida
$773K
NB
502
Northwest Bancshares
Pennsylvania
$767K -$35.1K -143 -5%
CWP
503
Cyndeo Wealth Partners
Florida
$762K -$326K -1,326 -31%
ECM
504
Evergreen Capital Management
Washington
$762K +$115K +470 +19%
KP
505
Keel Point
Alabama
$760K +$36.1K +147 +5%
BB
506
Busey Bank
Illinois
$754K
GWSG
507
GPS Wealth Strategies Group
Colorado
$751K +$385K +1,567 +119%
CF
508
Centaurus Financial
California
$748K -$2.46K -10 -0.3%
CPSC
509
Carl P. Sherr & Co
Massachusetts
$748K -$9.33K -38 -1%
FA
510
Financial Alternatives
California
$741K
MFS
511
McNamara Financial Services
Massachusetts
$734K -$1.97K -8 -0.3%
IWN
512
Independent Wealth Network
Iowa
$730K +$20.6K +84 +3%
EA
513
Eudaimonia Advisors
Tennessee
$728K +$40K +163 +6%
FAT
514
First American Trust
California
$723K +$401K +1,631 +143%
HFRG
515
Houlihan Financial Resource Group
Virginia
$719K +$3.68K +15 +0.5%
BFA
516
Beacon Financial Advisory
Ohio
$709K +$52.1K +212 +13%
ADL
517
Asset Dedication LLC
California
$706K -$491 -2 -0.1%
JCM
518
Jacobi Capital Management
Pennsylvania
$705K -$32.2K -131 -5%
HFS
519
Hoge Financial Services
Pennsylvania
$704K -$737 -3 -0.1%
CFA
520
Cahill Financial Advisors
Minnesota
$701K -$983 -4 -0.1%
GRP
521
Global Retirement Partners
California
$697K +$2.7K +11 +0.4%
CWA
522
Canvas Wealth Advisors
Kansas
$690K +$706K +2,875 New
IAN
523
Integrated Advisors Network
Texas
$686K +$646K +2,632 New
TFGT
524
TS Financial Group (TSFG)
Illinois
$686K +$172K +700 +36%
CG
525
Caprock Group
Idaho
$682K +$737 +3 +0.1%

VBK Hedge Fund Activity: Q1 2024 in Review

997 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2024, worth a combined $10B — up 8.7% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VBK positions and 63 closed out — a net gain of 40 holders — while 414 added to existing stakes and 316 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Morgan Stanley, cutting an estimated $466M.

  • 997 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2024, up from 976 in Q4 2023.
  • Funds reported $10B of Vanguard Small-Cap Growth ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 103 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2024 and 63 closed out, a net change of +40 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2024 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2024.