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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
BW
676
BIP Wealth
Georgia
$376K +$14.1K +55 +4%
Lido Advisors
677
Lido Advisors
California
$376K -$25.4K -99 -7%
SM
678
Sensible Money
Arizona
$373K
SWM
679
Silverlake Wealth Management
Vermont
$373K +$67.6K +264 +23%
FFA
680
Farther Finance Advisors
California
$372K -$210K -818 -37%
APIM
681
Agate Pass Investment Management
Washington
$368K
BWL
682
Bogart Wealth LLC
Virginia
$368K +$3.08K +12 +0.9%
KA
683
Klingman & Associates
New York
$367K -$1.79K -7 -0.5%
DAS
684
Dynamic Advisor Solutions
Arizona
$367K -$2.31K -9 -0.7%
GSIAS
685
Garden State Investment Advisory Services
New Jersey
$366K -$21K -82 -6%
AMM
686
American Money Management
California
$365K +$512 +2 +0.1%
PB
687
Pinnacle Bancorp
Nebraska
$365K -$512 -2 -0.1%
LWM
688
LongView Wealth Management
Georgia
$363K +$44.1K +172 +14%
RPWA
689
Regent Peak Wealth Advisors
Georgia
$362K -$93.3K -364 -21%
NCM
690
Narwhal Capital Management
Georgia
$361K
PCH
691
PGIM Custom Harvest
New Jersey
$358K +$16.9K +66 +5%
NF
692
NavPoint Financial
Minnesota
$355K +$769 +3 +0.2%
WFA
693
Wells Financial Advisors
Massachusetts
$353K
JWM
694
Jeppson Wealth Management
California
$353K +$769 +3 +0.2%
DIP
695
Davis Investment Partners
North Carolina
$352K
PCS
696
Personal CFO Solutions
New Jersey
$351K +$2.56K +10 +0.8%
WP
697
WealthPLAN Partners
Nebraska
$350K -$1.23M -4,813 -79%
JPWM
698
Jamison Private Wealth Management
Georgia
$349K +$66.9K +261 +25%
SWM
699
Segment Wealth Management
Texas
$346K
GWP
700
Gen-Wealth Partners
Michigan
$346K +$3.33K +13 +1%

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.