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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
BC
651
Bowman & Company
Wisconsin
$367K -$7.98K -32 -2%
TC
652
Trilogy Capital
California
$364K +$363K +1,457 New
GSIAS
653
Garden State Investment Advisory Services
New Jersey
$363K
D
654
Diversified
Delaware
$361K +$360K +1,443 New
DWP
655
Daymark Wealth Partners
Ohio
$361K +$360K +1,442 New
BC
656
Burney Company
Virginia
$360K +$18.7K +75 +5%
SAM
657
S.A. Mason
Michigan
$359K -$26.2K -105 -7%
SM
658
Sensible Money
Arizona
$349K
PFS
659
Prospect Financial Services
New York
$346K -$24.9K -100 -7%
DAS
660
Dynamic Advisor Solutions
Arizona
$346K -$36.9K -148 -10%
KA
661
Klingman & Associates
New York
$345K -$6.49K -26 -2%
APIM
662
Agate Pass Investment Management
Washington
$345K
WF
663
WoodTrust Financial
Wisconsin
$343K +$342K +1,370 New
NIWA
664
New Insight Wealth Advisors
California
$343K +$114K +456 +50%
DIP
665
Davis Investment Partners
North Carolina
$342K
PB
666
Pinnacle Bancorp
Nebraska
$342K +$9.73K +39 +3%
AMM
667
American Money Management
California
$341K
BWL
668
Bogart Wealth LLC
Virginia
$341K +$33.7K +135 +11%
BW
669
BIP Wealth
Georgia
$338K -$11.2K -45 -3%
NCM
670
Narwhal Capital Management
Georgia
$338K
NF
671
NavPoint Financial
Minnesota
$331K
WFA
672
Wells Financial Advisors
Massachusetts
$330K -$80.1K -321 -20%
JWM
673
Jeppson Wealth Management
California
$329K -$998 -4 -0.3%
CA
674
Continuum Advisory
Idaho
$328K -$11.7K -47 -3%
PCS
675
Personal CFO Solutions
New Jersey
$326K

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.