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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
FA
551
FSA Advisors
Michigan
$610K +$76.6K +312 +15%
MAG
552
Mayfair Advisory Group
Alabama
$605K +$12.5K +51 +2%
KA
553
Kure Advisory
Minnesota
$602K -$983 -4 -0.2%
PL
554
Plancorp LLC
Missouri
$600K +$304K +1,238 +116%
KFI
555
Key Financial Inc
Pennsylvania
$594K -$26.5K -108 -5%
MA
556
Mutual Advisors
Nebraska
$594K +$6.88K +28 +1%
SW
557
SVB Wealth
Massachusetts
$594K -$222K -903 -28%
OGF
558
Orin Green Financial
California
$592K -$565K -2,302 Closed
DAM
559
Derbend Asset Management
Georgia
$590K +$246 +1 +0%
CW
560
CreativeOne Wealth
Kansas
$580K +$336K +1,369 +160%
ST
561
Smithfield Trust
Pennsylvania
$579K -$53.3K -217 -9%
KWM
562
Keebeck Wealth Management
Illinois
$579K -$211K -861 -28%
P
563
&Partners
Tennessee
$577K +$237K +964 +69%
SPC
564
Sigma Planning Corp
Michigan
$573K +$540K +2,198 New
RI
565
Rinkey Investments
California
$573K
RWM
566
RKL Wealth Management
Pennsylvania
$572K -$1.72K -7 -0.3%
CFS
567
Coordinated Financial Services
Colorado
$571K +$538K +2,189 New
HCP
568
Hexagon Capital Partners
Arkansas
$567K -$108K -438 -17%
WJA
569
Willis Johnson & Associates
Texas
$566K +$1.72K +7 +0.3%
FFA
570
Farther Finance Advisors
California
$562K -$34.4K -140 -6%
HWM
571
Hemington Wealth Management
Virginia
$561K
ORC
572
O'Rourke & Company
Massachusetts
$561K +$61.9K +252 +13%
SFI
573
SPC Financial Inc
Maryland
$560K +$3.93K +16 +0.8%
PSF
574
Pacific Sun Financial
California
$556K
FHA
575
Flagship Harbor Advisors
Massachusetts
$556K +$2.95K +12 +0.6%

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.