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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
PSF
576
Pacific Sun Financial
California
$568K -$2.56K -10 -0.5%
SFA
577
Sequoia Financial Advisors
Ohio
$566K +$60.7K +237 +13%
NIM
578
Northeast Investment Management
Massachusetts
$565K
MSAM
579
Moloney Securities Asset Management
Missouri
$561K -$15.9K -62 -3%
SDWMA
580
Schneider Downs Wealth Management Advisors
Pennsylvania
$557K +$21.8K +85 +4%
SPC
581
Sigma Planning Corp
Michigan
$556K -$1.79K -7 -0.3%
SAM
582
Silvercrest Asset Management
New York
$553K
PL
583
Plancorp LLC
Missouri
$552K -$256 -1 -0%
SFI
584
SPC Financial Inc
Maryland
$547K -$5.38K -21 -1%
WSFS
585
Wilmington Savings Fund Society
Delaware
$547K +$524K +2,044 New
HCP
586
Hexagon Capital Partners
Arkansas
$544K -$26.6K -104 -5%
UAG
587
United Advisor Group
Ohio
$542K +$243K +947 +88%
PP
588
Pegasus Partners
Wisconsin
$536K
SW
589
SlateStone Wealth
Florida
$535K +$513K +2,001 New
1W
590
1776 Wealth
Georgia
$534K
TVAMP
591
Tennessee Valley Asset Management Partners
Tennessee
$534K +$68.7K +268 +16%
AIM
592
Anchor Investment Management
South Carolina
$532K +$83.3K +325 +20%
CWM
593
CCG Wealth Management
California
$530K -$1.79K -7 -0.4%
WJA
594
Willis Johnson & Associates
Texas
$527K -$51.2K -200 -9%
JCM
595
Jacobi Capital Management
Pennsylvania
$520K -$147K -575 -23%
SCA
596
Snowden Capital Advisors
New York
$518K -$1.79K -7 -0.4%
FC
597
Fusion Capital
South Carolina
$518K +$1.02K +4 +0.2%
RWM
598
RKL Wealth Management
Pennsylvania
$512K -$1.02K -4 -0.2%
GLA
599
Good Life Advisors
Pennsylvania
$510K
RIM
600
Rockbridge Investment Management
New York
$508K -$38.7K -151 -7%

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.