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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
CIS
576
Custom Index Systems
New York
$510K +$508K +2,038 New
IAIM
577
International Assets Investment Management
Florida
$509K +$21.2K +85 +4%
RIA
578
Regal Investment Advisors
Michigan
$508K -$24.9K -100 -5%
AR
579
Apeiron RIA
Texas
$508K +$5.99K +24 +1%
PP
580
Pegasus Partners
Wisconsin
$501K +$8.48K +34 +2%
QCM
581
QRG Capital Management
Illinois
$501K -$15K -60 -3%
SDWMA
582
Schneider Downs Wealth Management Advisors
Pennsylvania
$500K
1W
583
1776 Wealth
Georgia
$500K
PWP
584
Principle Wealth Partners
Connecticut
$498K +$143K +573 +40%
LFAS
585
Level Four Advisory Services
Texas
$498K +$19.5K +78 +4%
CWM
586
CCG Wealth Management
California
$497K
SCA
587
Snowden Capital Advisors
New York
$488K +$17.5K +70 +4%
FC
588
Fusion Capital
South Carolina
$483K +$6.99K +28 +1%
RWM
589
RKL Wealth Management
Pennsylvania
$480K -$68.9K -276 -13%
GLA
590
Good Life Advisors
Pennsylvania
$478K +$17.7K +71 +4%
NAS
591
Nicolet Advisory Services
Wisconsin
$477K +$249 +1 +0.1%
KFS
592
Kaizen Financial Strategies
California
$476K +$113K +452 +33%
TFG
593
Taylor Financial Group
Virginia
$474K
LDB
594
Lee, Danner & Bass
Tennessee
$473K +$472K +1,890 New
RA
595
Resolute Advisors
California
$470K
SFA
596
Sequoia Financial Advisors
Ohio
$470K -$40.7K -163 -8%
CFG
597
Cooper Financial Group
California
$468K +$43.9K +176 +10%
FFL
598
Financial Freedom LLC
Ohio
$468K -$6.74K -27 -1%
PBF
599
Petix & Botte Financial
California
$465K -$1.13M -4,514 -71%
HWM
600
Hemington Wealth Management
Virginia
$465K -$72.1K -289 -13%

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.