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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
OFS
701
Oldfather Financial Services
Nebraska
$288K
SWA
702
Sax Wealth Advisors
New Jersey
$288K
DWT
703
Dorsey & Whitney Trust
South Dakota
$286K -$51.6K -207 -15%
ATI
704
ARK & TLK Investments
Oklahoma
$284K -$81.1K -325 -22%
SWM
705
Silverlake Wealth Management
Vermont
$282K -$27.2K -109 -9%
WP
706
Wealthspan Partners
Iowa
$281K +$33.7K +135 +14%
Deutsche Bank
707
Deutsche Bank
Germany
$281K
SW
708
SteelPeak Wealth
California
$281K -$24.9K -100 -8%
BBHC
709
Brown Brothers Harriman & Co
New York
$279K
MSA
710
Marino Stram & Associates
Massachusetts
$278K
CAG
711
Compass Advisory Group
New York
$275K
SWA
712
Sightline Wealth Advisors
Connecticut
$274K
CD
713
Chapin Davis
Maryland
$274K -$3.24K -13 -1%
MWP
714
MYCIO Wealth Partners
Pennsylvania
$272K
JFG
715
JMG Financial Group
Illinois
$272K
PP
716
PDS Planning
Ohio
$272K +$249 +1 +0.1%
DP
717
Dearborn Partners
Illinois
$271K -$2.5K -10 -0.9%
UAG
718
United Advisor Group
Ohio
$270K +$37.2K +149 +16%
FSA
719
Fort Sheridan Advisors
Illinois
$269K +$269K +1,077 New
CC
720
Courier Capital
New York
$269K -$17.5K -70 -6%
PTC
721
Private Trust Company
Ohio
$268K +$66.9K +268 +33%
PIAS
722
PCA Investment Advisory Services
Ohio
$264K -$14.2K -57 -5%
ANBT
723
American National Bank & Trust
Texas
$262K +$61.6K +247 +31%
HL
724
HeadInvest LLC
Maine
$262K -$94.6K -379 -27%
JPWM
725
Jamison Private Wealth Management
Georgia
$261K +$9.48K +38 +4%

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.