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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
IC
626
IEQ Capital
California
$445K +$1.72K +7 +0.4%
Renaissance Technologies
627
Renaissance Technologies
New York
$443K +$418K +1,700 New
CFG
628
Cooper Financial Group
California
$442K +$416K +1,695 New
FFC
629
First Financial Corp
Indiana
$441K -$216K -881 -34%
UI
630
Unconventional Investor
New Hampshire
$440K
VFIC
631
Valley Forge Investment Consultants
Pennsylvania
$438K +$737 +3 +0.2%
PS
632
Principal Securities
Iowa
$438K +$36.1K +147 +10%
BFAG
633
Blackston Financial Advisory Group
Florida
$437K -$255K -1,039 -38%
SCM
634
SOL Capital Management
Maryland
$431K
CIA
635
Capital Investment Advisors
Georgia
$430K +$187K +761 +86%
WFA
636
Wells Financial Advisors
Massachusetts
$428K
MIM
637
Macroview Investment Management
Maryland
$428K +$185K +753 +85%
MMHP
638
Murphy Middleton Hinkle & Parker
Georgia
$426K +$1.97K +8 +0.5%
SHGA
639
Sand Hill Global Advisors
California
$424K -$17M -69,401 -98%
PSB
640
Passumpsic Savings Bank
Vermont
$417K +$393K +1,598 New
MOS
641
MGO One Seven
Ohio
$415K -$56K -228 -13%
CHA
642
Carmichael Hill & Associates
Maryland
$409K
CCA
643
Clearwater Capital Advisors
Illinois
$409K -$2.46K -10 -0.6%
SIC
644
Sigma Investment Counselors
Michigan
$409K
PVI
645
Pine Valley Investments
New Jersey
$406K -$24.8K -101 -6%
BDWCC
646
B&D White Capital Company
Texas
$406K -$3.65M -14,846 -91%
KA
647
Kovack Advisors
Florida
$406K +$28.2K +115 +8%
AIM
648
Anchor Investment Management
South Carolina
$402K +$51.3K +209 +16%
SAM
649
S.A. Mason
Michigan
$401K -$17.2K -70 -4%
FI
650
Financial Insights
Washington
$401K -$8.84K -36 -2%

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.