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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
CF
501
Centaurus Financial
California
$716K -$1.25K -5 -0.2%
FA
502
Financial Alternatives
California
$711K
FA
503
FSA Advisors
Michigan
$705K +$119K +478 +20%
IWN
504
Independent Wealth Network
Iowa
$699K -$1.25K -5 -0.2%
NB
505
Northwest Bancshares
Pennsylvania
$699K -$37.4K -150 -5%
MFS
506
McNamara Financial Services
Massachusetts
$693K -$10.7K -43 -2%
PMG
507
ProVise Management Group
Florida
$690K -$104K -416 -13%
BFA
508
Beacon Financial Advisory
Ohio
$690K
BBA
509
BLB&B Advisors
Pennsylvania
$683K -$137K -550 -17%
SC
510
Steph & Co
Wisconsin
$674K +$23K +92 +4%
CFA
511
Cahill Financial Advisors
Minnesota
$671K -$1.5K -6 -0.2%
GRP
512
Global Retirement Partners
California
$670K +$1.25K +5 +0.2%
TFF
513
The Family Firm
Maryland
$669K +$76.3K +306 +13%
ADL
514
Asset Dedication LLC
California
$669K -$7.98K -32 -1%
RMDI
515
R.M. Davis Inc
Maine
$667K +$666K +2,668 New
SWM
516
Spire Wealth Management
Virginia
$665K +$47.2K +189 +8%
Koshinski Asset Management
517
Koshinski Asset Management
Illinois
$663K -$162K -651 -20%
BWM
518
BKM Wealth Management
Wisconsin
$660K +$69.9K +280 +12%
MAG
519
Mayfair Advisory Group
Alabama
$659K +$56.9K +228 +10%
TFGT
520
TS Financial Group (TSFG)
Illinois
$653K -$5.24K -21 -0.8%
LA
521
Lane & Associates
New Jersey
$649K +$24.2K +97 +4%
AF
522
Advisornet Financial
Minnesota
$648K +$20.2K +81 +3%
IAN
523
Integrated Advisors Network
Texas
$647K -$11K -44 -2%
ACP
524
Aveo Capital Partners
Colorado
$642K -$9.73K -39 -1%
HWA
525
Heartwood Wealth Advisors
Virginia
$640K

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.