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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
AWA
551
Arete Wealth Advisors
Illinois
$641K -$149K -581 -19%
AGC
552
Aspen Grove Capital
Colorado
$639K +$256 +1 +0%
MFG
553
Magnus Financial Group
New York
$638K +$3.33K +13 +0.5%
GRP
554
Global Retirement Partners
California
$637K -$76.1K -297 -11%
S4W
555
Solutions 4 Wealth
Texas
$634K -$5.89K -23 -1%
CWC
556
Carolinas Wealth Consulting
North Carolina
$627K
WAG
557
Wheelhouse Advisory Group
Missouri
$620K -$227K -884 -28%
WIA
558
World Investment Advisors
California
$619K -$14.8M -57,670 -96%
AWM
559
Axxcess Wealth Management
California
$615K -$2.31K -9 -0.4%
KFI
560
Key Financial Inc
Pennsylvania
$614K
CSPAM
561
Cary Street Partners Asset Management
Virginia
$609K +$3.84K +15 +0.7%
ST
562
Smithfield Trust
Pennsylvania
$609K -$8.2K -32 -1%
OGF
563
Orin Green Financial
California
$607K
FWM
564
Fingerlakes Wealth Management
New York
$605K -$58.9K -230 -9%
FT
565
Fiduciary Trust
Massachusetts
$603K +$349K +1,362 +152%
FHA
566
Flagship Harbor Advisors
Massachusetts
$602K +$29.5K +115 +5%
MA
567
Mutual Advisors
Nebraska
$586K +$5.89K +23 +1%
BB
568
Bell Bank
North Dakota
$585K
RIA
569
Regal Investment Advisors
Michigan
$585K +$40.5K +158 +8%
LDB
570
Lee, Danner & Bass
Tennessee
$583K +$74.6K +291 +15%
PFBT
571
Parkside Financial Bank & Trust
Missouri
$579K +$1.28K +5 +0.2%
AIM
572
Athena Investment Management
California
$579K +$7.69K +30 +1%
NL
573
NWAM LLC
Washington
$576K +$552K +2,155 New
SIC
574
Salem Investment Counselors
North Carolina
$572K +$23.1K +90 +4%
AR
575
Apeiron RIA
Texas
$571K +$27.2K +106 +5%

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.