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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
EL
651
EWA LLC
Pennsylvania
$400K -$45.4K -185 -10%
PD
652
Planning Directions
Pennsylvania
$400K -$24.1K -98 -6%
DAS
653
Dynamic Advisor Solutions
Arizona
$399K -$94.8K -386 -20%
RPWA
654
Regent Peak Wealth Advisors
Georgia
$398K -$48.1K -196 -11%
NFA
655
Northwest Financial Advisors
Virginia
$396K +$145K +592 +64%
BCM
656
BluePointe Capital Management
California
$396K +$15.5K +63 +4%
NAMP
657
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$394K
BC
658
Bowman & Company
Wisconsin
$391K -$28.7K -117 -7%
PFS
659
Prospect Financial Services
New York
$387K +$246 +1 +0.1%
MIG
660
McGuire Investment Group
Rhode Island
$387K +$46.2K +188 +15%
BOPW
661
Brandywine Oak Private Wealth
Pennsylvania
$385K -$246 -1 -0.1%
NEPWA
662
New England Private Wealth Advisors
Massachusetts
$384K -$172K -700 -32%
Lido Advisors
663
Lido Advisors
California
$383K -$30K -122 -8%
MCCP
664
Mission Creek Capital Partners
California
$382K +$491 +2 +0.1%
ATI
665
ARK & TLK Investments
Oklahoma
$381K -$16K -65 -4%
QCG
666
Quadrant Capital Group
Ohio
$380K -$491K -2,000 -58%
GSIAS
667
Garden State Investment Advisory Services
New Jersey
$375K +$2.7K +11 +0.8%
EC
668
Estate Counselors
Wisconsin
$374K +$352K +1,435 New
WS
669
Wedbush Securities
California
$373K +$351K +1,430 New
SAM
670
Secure Asset Management
Michigan
$372K +$351K +1,428 New
HL
671
HeadInvest LLC
Maine
$372K +$350K +1,425 New
PWP
672
Principle Wealth Partners
Connecticut
$370K +$19.6K +80 +6%
KA
673
Klingman & Associates
New York
$367K
WAG
674
Wallace Advisory Group
California
$366K +$372K +1,515 New
PWMAG
675
Pinnacle Wealth Management Advisory Group
New Jersey
$366K +$118K +482 +52%

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.