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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
CPA
701
Cardiff Park Advisors
California
$342K +$769 +3 +0.2%
NP
702
NorthRock Partners
Minnesota
$341K
PTC
703
Private Trust Company
Ohio
$340K +$51.2K +200 +19%
CIC
704
Cutler Investment Counsel
Oregon
$338K
WP
705
Wealthspan Partners
Iowa
$337K +$34.6K +135 +12%
ZB
706
Zions Bancorporation
Utah
$336K
CT
707
Caldwell Trust
Florida
$335K +$3.08K +12 +1%
SFS
708
Strategic Financial Services
New York
$332K
PWG
709
Portside Wealth Group
Utah
$329K +$315K +1,231 New
VFP
710
Verus Financial Partners
Virginia
$322K
SVWAG
711
Sound View Wealth Advisors Group
Georgia
$322K +$2.82K +11 +0.9%
AIS
712
American Investment Services
Massachusetts
$317K
EW
713
Elyxium Wealth
California
$317K +$304K +1,185 New
FG
714
Fairman Group
Pennsylvania
$316K +$769 +3 +0.3%
Citadel Advisors
715
Citadel Advisors
Florida
$316K -$2.37M -9,266 -89%
CGA
716
Crescent Grove Advisors
Illinois
$315K
KBFS
717
Kohmann Bosshard Financial Services
Ohio
$315K +$1.79K +7 +0.6%
WA
718
WBH Advisory
Maryland
$313K
MCCP
719
Mission Creek Capital Partners
California
$310K -$5.89K -23 -2%
KWM
720
Keebeck Wealth Management
Illinois
$310K -$29.2K -114 -9%
PFG
721
PAX Financial Group
Texas
$303K -$11.5K -45 -4%
CD
722
Chapin Davis
Maryland
$303K +$9.74K +38 +3%
IPW
723
Invictus Private Wealth
Colorado
$303K -$13.1K -51 -4%
IC
724
Iconiq Capital
California
$303K +$769 +3 +0.3%
AF
725
Apollon Financial
South Carolina
$302K -$936K -3,652 -76%

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.