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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
FFL
601
Financial Freedom LLC
Ohio
$495K +$246 +1 +0.1%
TFG
602
Taylor Financial Group
Virginia
$494K
AWA
603
Amplius Wealth Advisors
Pennsylvania
$493K -$2.95K -12 -0.6%
NAS
604
Nicolet Advisory Services
Wisconsin
$492K -$3.93K -16 -0.8%
SL
605
Salomon & Ludwin
Virginia
$491K -$4.91K -20 -1%
RA
606
Resolute Advisors
California
$490K +$737 +3 +0.2%
SCA
607
Snowden Capital Advisors
New York
$489K +$99K +403 +27%
RFC
608
Regions Financial Corp
Alabama
$485K +$3.44K +14 +0.8%
SFP
609
Shepherd Financial Partners
Massachusetts
$480K -$18.2K -74 -4%
EAM
610
Evanson Asset Management
California
$479K -$180K -731 -28%
GLA
611
Good Life Advisors
Pennsylvania
$479K -$7.86K -32 -2%
KCFA
612
Key Client Fiduciary Advisors
New Jersey
$475K +$12.8K +52 +3%
EI
613
Ellevest Inc
New York
$472K
First Manhattan
614
First Manhattan
New York
$468K -$5.16K -21 -1%
LFAS
615
Level Four Advisory Services
Texas
$462K
PO
616
Private Ocean
California
$462K -$5.89K -24 -1%
CBFP
617
Cedar Brook Financial Partners
Ohio
$455K +$246 +1 +0.1%
Tudor Investment Corp
618
Tudor Investment Corp
Connecticut
$455K +$429K +1,746 New
MAM
619
MWA Asset Management
Massachusetts
$453K -$2.46K -10 -0.6%
MSFS
620
Main Street Financial Solutions
Pennsylvania
$452K +$44.7K +182 +12%
HA
621
HC Advisors
Georgia
$451K
ATPW
622
Ashton Thomas Private Wealth
Arizona
$450K -$36.8K -150 -8%
OC
623
Oppenheimer & Co
New York
$449K +$34.9K +142 +9%
CA
624
CoreCap Advisors
Michigan
$446K -$11.5K -47 -3%
TWM
625
Thrive Wealth Management
Pennsylvania
$445K -$5.4K -22 -1%

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.