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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
SC
526
Steph & Co
Wisconsin
$679K -$12.5K -51 -2%
FC
527
Forte Capital
New York
$672K -$3.44K -14 -0.5%
RWM
528
Revisor Wealth Management
Ohio
$671K +$281K +1,144 +75%
HWA
529
Heartwood Wealth Advisors
Virginia
$667K
CFG
530
Citizens Financial Group
Rhode Island
$664K +$261K +1,062 +71%
IA
531
IFG Advisors
Missouri
$658K
DAS
532
Diversify Advisory Services
Utah
$658K +$626K +2,548 New
AF
533
Advisornet Financial
Minnesota
$655K -$203K -826 -25%
CSPAM
534
Cary Street Partners Asset Management
Virginia
$654K
LA
535
Lane & Associates
New Jersey
$651K +$24.6K +100 +4%
AWM
536
Aviso Wealth Management
Washington
$646K
ACP
537
Aveo Capital Partners
Colorado
$646K -$50.1K -204 -7%
CCWM
538
Cassaday & Co Wealth Management
Virginia
$646K
GJWM
539
Gilliland Jeter Wealth Management
Arkansas
$646K +$12.8K +52 +2%
SWM
540
Spire Wealth Management
Virginia
$644K +$15K +61 +3%
BP
541
Ballentine Partners
Massachusetts
$636K
FUBT
542
First United Bank & Trust
Maryland
$635K -$20.1K -82 -3%
FWM
543
Fingerlakes Wealth Management
New York
$632K +$24.8K +101 +4%
ITB
544
Idaho Trust Bank
Idaho
$632K +$595K +2,424 New
S4W
545
Solutions 4 Wealth
Texas
$625K +$246 +1 +0%
AGC
546
Aspen Grove Capital
Colorado
$623K -$246 -1 -0%
TFF
547
The Family Firm
Maryland
$618K +$737 +3 +0.1%
BWM
548
BKM Wealth Management
Wisconsin
$615K +$18.7K +76 +3%
MFG
549
Magnus Financial Group
New York
$612K +$24.3K +99 +4%
CWC
550
Carolinas Wealth Consulting
North Carolina
$611K

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.