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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
CWM
601
Cherrydale Wealth Management
New Jersey
$463K -$49.4K -198 -10%
SFP
602
Shepherd Financial Partners
Massachusetts
$460K
First Manhattan
603
First Manhattan
New York
$460K +$9.98K +40 +2%
EAM
604
Evanson Asset Management
California
$460K
KCFA
605
Key Client Fiduciary Advisors
New Jersey
$456K
AWA
606
Amplius Wealth Advisors
Pennsylvania
$453K -$20K -80 -4%
EI
607
Ellevest Inc
New York
$452K
PWMAG
608
Pinnacle Wealth Management Advisory Group
New Jersey
$452K +$101K +405 +29%
FFC
609
First Financial Corp
Indiana
$451K +$27.9K +112 +7%
IA
610
IFG Advisory
Georgia
$451K +$449K +1,801 New
RI
611
Rinkey Investments
California
$449K -$100K -402 -18%
SHGA
612
Sand Hill Global Advisors
California
$448K +$41.4K +166 +10%
PS
613
Principal Securities
Iowa
$446K +$26.4K +106 +6%
PO
614
Private Ocean
California
$443K
MAM
615
MWA Asset Management
Massachusetts
$435K
IC
616
IEQ Capital
California
$434K +$6.49K +26 +2%
RPWA
617
Regent Peak Wealth Advisors
Georgia
$430K +$47.9K +192 +13%
TVAMP
618
Tennessee Valley Asset Management Partners
Tennessee
$429K +$428K +1,714 New
TWM
619
Thrive Wealth Management
Pennsylvania
$428K +$499 +2 +0.1%
ATPW
620
Ashton Thomas Private Wealth
Arizona
$426K -$5.74K -23 -1%
MOS
621
MGO One Seven
Ohio
$426K +$27.7K +111 +7%
OC
622
Oppenheimer & Co
New York
$425K -$5.24K -21 -1%
WA
623
Wambolt & Associates
Colorado
$424K -$86.6K -347 -17%
UI
624
Unconventional Investor
New Hampshire
$422K
VFIC
625
Valley Forge Investment Consultants
Pennsylvania
$421K +$1.5K +6 +0.4%

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.