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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
AC
676
Apella Capital
Connecticut
$325K -$17.2K -69 -5%
SWM
677
Segment Wealth Management
Texas
$324K
NP
678
NorthRock Partners
Minnesota
$320K -$4.99K -20 -2%
CPA
679
Cardiff Park Advisors
California
$319K
KWM
680
Keebeck Wealth Management
Illinois
$319K -$237K -948 -43%
PCH
681
PGIM Custom Harvest
New Jersey
$318K +$2K +8 +0.6%
CIC
682
Cutler Investment Counsel
Oregon
$317K -$4.49K -18 -1%
GWP
683
Gen-Wealth Partners
Michigan
$316K -$33.9K -136 -10%
ZB
684
Zions Bancorporation
Utah
$314K
CT
685
Caldwell Trust
Florida
$311K -$17K -68 -5%
SFS
686
Strategic Financial Services
New York
$311K
FIA
687
Foundations Investment Advisors
Arizona
$305K +$26.2K +105 +9%
VFP
688
Verus Financial Partners
Virginia
$304K
KP
689
Keel Point
Alabama
$299K -$429K -1,720 -59%
SVWAG
690
Sound View Wealth Advisors Group
Georgia
$298K
AIS
691
American Investment Services
Massachusetts
$297K
LWM
692
LongView Wealth Management
Georgia
$297K +$16.2K +65 +6%
IPW
693
Invictus Private Wealth
Colorado
$296K -$29.2K -117 -9%
CGA
694
Crescent Grove Advisors
Illinois
$296K
FG
695
Fairman Group
Pennsylvania
$295K
MCCP
696
Mission Creek Capital Partners
California
$295K -$71.1K -285 -19%
PFG
697
PAX Financial Group
Texas
$295K -$11.5K -46 -4%
KBFS
698
Kohmann Bosshard Financial Services
Ohio
$293K
WA
699
WBH Advisory
Maryland
$293K -$3.24K -13 -1%
BA
700
Bluesphere Advisors
Pennsylvania
$290K -$51.4K -206 -15%

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.