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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
WI
501
WrapManager Inc
California
$794K -$102K -399 -12%
CFGSD
502
Compass Financial Group (South Dakota)
South Dakota
$793K -$6.66K -26 -0.9%
TFA
503
Tobias Financial Advisors
Florida
$793K +$512 +2 +0.1%
EWM
504
Evermay Wealth Management
Virginia
$789K -$25.1K -98 -3%
YIH
505
Y-Intercept (HK)
Hong Kong
$789K +$756K +2,950 New
CF
506
Centaurus Financial
California
$776K +$10.2K +40 +1%
BB
507
Busey Bank
Illinois
$773K
CPSC
508
Carl P. Sherr & Co
Massachusetts
$767K
NG
509
Norden Group
Utah
$765K +$733K +2,862 New
FA
510
FSA Advisors
Michigan
$764K +$10.8K +42 +1%
BWM
511
BKM Wealth Management
Wisconsin
$763K +$54.8K +214 +8%
MAG
512
Mayfair Advisory Group
Alabama
$762K +$76.4K +298 +12%
FA
513
Financial Alternatives
California
$760K
QCM
514
QRG Capital Management
Illinois
$748K +$204K +795 +40%
HFRG
515
Houlihan Financial Resource Group
Virginia
$738K +$707K +2,759 New
PMG
516
ProVise Management Group
Florida
$738K
MFS
517
McNamara Financial Services
Massachusetts
$737K -$4.1K -16 -0.6%
TFF
518
The Family Firm
Maryland
$736K +$20K +78 +3%
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$734K +$18.4K +72 +3%
CW
520
CreativeOne Wealth
Kansas
$734K +$128K +500 +22%
FA
521
Fiducient Advisors
Illinois
$728K -$570K -2,224 -45%
IWN
522
Independent Wealth Network
Iowa
$726K -$20.5K -80 -3%
ADL
523
Asset Dedication LLC
California
$715K
BBA
524
BLB&B Advisors
Pennsylvania
$715K -$14.9K -58 -2%
NB
525
Northwest Bancshares
Pennsylvania
$714K -$31.8K -124 -4%

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.