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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
AWM
551
Axxcess Wealth Management
California
$578K -$224K -899 -28%
KFI
552
Key Financial Inc
Pennsylvania
$574K +$3.99K +16 +0.7%
OGF
553
Orin Green Financial
California
$568K +$566K +2,270 New
CSPAM
554
Cary Street Partners Asset Management
Virginia
$566K -$61.1K -245 -10%
CW
555
CreativeOne Wealth
Kansas
$561K +$4.49K +18 +0.8%
MA
556
Mutual Advisors
Nebraska
$560K -$30.4K -122 -5%
FFA
557
Farther Finance Advisors
California
$548K +$8.23K +33 +2%
BB
558
Bell Bank
North Dakota
$547K +$28.7K +115 +6%
WJA
559
Willis Johnson & Associates
Texas
$543K
PFBT
560
Parkside Financial Bank & Trust
Missouri
$541K +$50.6K +203 +10%
MSAM
561
Moloney Securities Asset Management
Missouri
$540K +$38.7K +155 +8%
CFS
562
Coordinated Financial Services
Colorado
$536K -$11.7K -47 -2%
HCP
563
Hexagon Capital Partners
Arkansas
$535K -$8.73K -35 -2%
FHA
564
Flagship Harbor Advisors
Massachusetts
$534K +$748 +3 +0.1%
AIM
565
Athena Investment Management
California
$534K +$9.98K +40 +2%
PSF
566
Pacific Sun Financial
California
$534K
NIM
567
Northeast Investment Management
Massachusetts
$529K
SPC
568
Sigma Planning Corp
Michigan
$522K -$27.7K -111 -5%
SFI
569
SPC Financial Inc
Maryland
$517K -$20K -80 -4%
SAM
570
Silvercrest Asset Management
New York
$517K
PL
571
Plancorp LLC
Missouri
$516K -$59.1K -237 -10%
PI
572
PFG Investments
New York
$514K -$1.4M -5,625 -73%
SIC
573
Salem Investment Counselors
North Carolina
$513K -$7.73K -31 -1%
ACA
574
Aptus Capital Advisors
Alabama
$513K -$955K -3,828 -65%
RIM
575
Rockbridge Investment Management
New York
$513K

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.