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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
CAM
526
Cozad Asset Management
Illinois
$634K +$154K +618 +32%
CWP
527
Cyndeo Wealth Partners
Florida
$632K -$98.8K -396 -14%
IA
528
IFG Advisors
Missouri
$632K
JCM
529
Jacobi Capital Management
Pennsylvania
$631K -$45.9K -184 -7%
QC
530
Quadrature Capital
United Kingdom
$627K +$626K +2,510 New
FWM
531
Fingerlakes Wealth Management
New York
$623K +$17K +68 +3%
GJWM
532
Gilliland Jeter Wealth Management
Arkansas
$621K +$1.5K +6 +0.2%
AWM
533
Aviso Wealth Management
Washington
$620K
CCWM
534
Cassaday & Co Wealth Management
Virginia
$620K
MSFS
535
Main Street Financial Solutions
Pennsylvania
$619K +$185K +740 +43%
GT
536
Glenview Trust
Kentucky
$614K +$102K +408 +20%
BP
537
Ballentine Partners
Massachusetts
$610K
FUBT
538
First United Bank & Trust
Maryland
$610K +$748 +3 +0.1%
KA
539
Kure Advisory
Minnesota
$610K +$32.2K +129 +6%
WIM
540
WealthPlan Investment Management
Nebraska
$609K +$80.6K +323 +15%
S4W
541
Solutions 4 Wealth
Texas
$599K -$998 -4 -0.2%
PSB
542
Passumpsic Savings Bank
Vermont
$598K +$198K +794 +50%
AGC
543
Aspen Grove Capital
Colorado
$598K
HFS
544
Hoge Financial Services
Pennsylvania
$597K -$78.6K -315 -12%
MFG
545
Magnus Financial Group
New York
$593K +$5.99K +24 +1%
ORC
546
O'Rourke & Company
Massachusetts
$593K +$55.1K +221 +10%
CWC
547
Carolinas Wealth Consulting
North Carolina
$588K +$249 +1 +0%
DAS
548
Diversify Advisory Services
Utah
$587K -$45.2K -181 -7%
WEG
549
World Equity Group
Illinois
$580K -$520K -2,086 -47%
ST
550
Smithfield Trust
Pennsylvania
$578K +$21.7K +87 +4%

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.