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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
DIP
701
Davis Investment Partners
North Carolina
$334K
CPA
702
Cardiff Park Advisors
California
$333K +$491 +2 +0.2%
PCH
703
PGIM Custom Harvest
New Jersey
$330K -$33.4K -136 -10%
ZB
704
Zions Bancorporation
Utah
$328K
SFS
705
Strategic Financial Services
New York
$324K +$3.68K +15 +1%
SWM
706
Silverlake Wealth Management
Vermont
$323K -$66.3K -270 -18%
BWL
707
Bogart Wealth LLC
Virginia
$320K
PFG
708
PAX Financial Group
Texas
$320K -$21.6K -88 -7%
NL
709
NWAM LLC
Washington
$319K -$40.3K -164 -12%
PWG
710
Portside Wealth Group
Utah
$318K +$300K +1,221 New
SW
711
SteelPeak Wealth
California
$318K -$24.3K -99 -8%
VFP
712
Verus Financial Partners
Virginia
$317K
SVWAG
713
Sound View Wealth Advisors Group
Georgia
$311K
AIS
714
American Investment Services
Massachusetts
$309K +$292K +1,187 New
WA
715
WBH Advisory
Maryland
$309K +$3.44K +14 +1%
TA
716
TFG Advisers
Michigan
$309K +$3.19K +13 +1%
CGA
717
Crescent Grove Advisors
Illinois
$308K +$85.5K +348 +42%
FG
718
Fairman Group
Pennsylvania
$307K +$491 +2 +0.2%
KBFS
719
Kohmann Bosshard Financial Services
Ohio
$306K -$12.8K -52 -4%
OFS
720
Oldfather Financial Services
Nebraska
$301K
SWA
721
Sax Wealth Advisors
New Jersey
$300K -$48.6K -198 -15%
CC
722
Courier Capital
New York
$298K -$1.23K -5 -0.4%
AWA
723
Arkadios Wealth Advisors
Georgia
$298K +$15K +61 +6%
Deutsche Bank
724
Deutsche Bank
Germany
$293K
LWM
725
LongView Wealth Management
Georgia
$292K +$31.7K +129 +13%

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.