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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
PD
651
Planning Directions
Pennsylvania
$419K -$8.46K -33 -2%
CCA
652
Clearwater Capital Advisors
Illinois
$419K
SIC
653
Sigma Investment Counselors
Michigan
$419K
SCM
654
SOL Capital Management
Maryland
$418K
MIG
655
McGuire Investment Group
Rhode Island
$412K +$11.5K +45 +3%
D
656
Diversified
Delaware
$409K +$21.8K +85 +6%
DE
657
Diversified Enterprises
Delaware
$409K +$392K +1,528 New
NFA
658
Northwest Financial Advisors
Virginia
$407K +$1.02K +4 +0.3%
TC
659
Trilogy Capital
California
$407K +$16.7K +65 +4%
PVI
660
Pine Valley Investments
New Jersey
$406K +$256 +1 +0.1%
NAMP
661
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$404K
FIA
662
Foundations Investment Advisors
Arizona
$403K +$74.1K +289 +24%
BC
663
Bowman & Company
Wisconsin
$393K +$1.02K +4 +0.3%
WS
664
Wedbush Securities
California
$392K -$3.84K -15 -1%
BOPW
665
Brandywine Oak Private Wealth
Pennsylvania
$392K -$2.56K -10 -0.7%
HSBC Holdings
666
HSBC Holdings
United Kingdom
$391K -$399K -1,558 -52%
RWM
667
Revisor Wealth Management
Ohio
$391K -$40.2K -157 -10%
WF
668
WoodTrust Financial
Wisconsin
$390K +$22.3K +87 +6%
FFA
669
Florida Financial Advisors
Florida
$389K +$160K +623 +75%
WA
670
Wambolt & Associates
Colorado
$388K -$62.3K -243 -14%
CA
671
Continuum Advisory
Idaho
$385K +$9.74K +38 +3%
SAM
672
S.A. Mason
Michigan
$383K
BC
673
Burney Company
Virginia
$378K -$6.66K -26 -2%
SL
674
Salomon & Ludwin
Virginia
$378K -$19.5K -76 -5%
CHA
675
Carmichael Hill & Associates
Maryland
$377K -$41.3K -161 -10%

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.