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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
TPW
601
Talon Private Wealth
Florida
$507K +$486K +1,895 New
AA
602
Apriem Advisors
California
$506K +$233K +909 +92%
RA
603
Resolute Advisors
California
$503K +$1.28K +5 +0.3%
CA
604
CoreCap Advisors
Michigan
$503K +$482K +1,881 New
AC
605
Apella Capital
Connecticut
$502K +$149K +583 +44%
TFG
606
Taylor Financial Group
Virginia
$501K -$5.64K -22 -1%
FFL
607
Financial Freedom LLC
Ohio
$500K +$256 +1 +0.1%
PBF
608
Petix & Botte Financial
California
$497K
AWM
609
Aspire Wealth Management
Massachusetts
$497K -$459K -1,792 -49%
CWM
610
Cherrydale Wealth Management
New Jersey
$496K +$1.28K +5 +0.3%
HWM
611
Hemington Wealth Management
Virginia
$496K
NAS
612
Nicolet Advisory Services
Wisconsin
$494K -$10.8K -42 -2%
SFP
613
Shepherd Financial Partners
Massachusetts
$493K +$769 +3 +0.2%
BFA
614
Beacon Financial Advisory
Ohio
$493K +$1.02K +4 +0.2%
EAM
615
Evanson Asset Management
California
$492K +$512 +2 +0.1%
OC
616
Oppenheimer & Co
New York
$491K +$35.1K +137 +8%
KCFA
617
Key Client Fiduciary Advisors
New Jersey
$488K +$1.02K +4 +0.2%
PWMAG
618
Pinnacle Wealth Management Advisory Group
New Jersey
$486K +$2.31K +9 +0.5%
CFG
619
Cooper Financial Group
California
$486K -$14.1K -55 -3%
PS
620
Principal Securities
Iowa
$485K +$7.94K +31 +2%
EI
621
Ellevest Inc
New York
$484K
RI
622
Rinkey Investments
California
$480K
NIWA
623
New Insight Wealth Advisors
California
$479K +$108K +422 +31%
First Manhattan
624
First Manhattan
New York
$478K -$12.8K -50 -3%
AWA
625
Amplius Wealth Advisors
Pennsylvania
$476K -$7.43K -29 -2%

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.