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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
SWA
51
Strategies Wealth Advisors
Michigan
$27.5M +$2.27M +9,232 +10%
WANY
52
Wealthspire Advisors (New York)
New York
$27.2M +$5.9M +24,000 +30%
JC
53
Jentner Corp
Ohio
$27.1M +$21.1K +86 +0.1%
MFWP
54
Mosaic Family Wealth Partners
Missouri
$26.2M +$1.15M +4,699 +5%
Creative Planning
55
Creative Planning
Kansas
$25.8M -$1.94M -7,911 -7%
BIA
56
BHK Investment Advisors
Alabama
$25.4M +$5.85M +23,811 +32%
WPW
57
Waldron Private Wealth
Pennsylvania
$25.4M -$1.98M -8,074 -8%
ODIJL
58
One Day In July LLC
Vermont
$25.2M +$912K +3,713 +4%
Members Trust
59
Members Trust
Florida
$25.2M -$643K -2,618 -3%
PAG
60
Private Advisor Group
New Jersey
$25.2M +$4.35M +17,719 +22%
BWM
61
Brickley Wealth Management
California
$24.9M +$106K +431 +0.5%
VCM
62
Vision Capital Management
Oregon
$24.7M +$4.55M +18,514 +24%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$24.3M +$855K +3,481 +4%
Prudential Financial
64
Prudential Financial
New Jersey
$23.4M -$8.6M -35,018 -28%
AWM
65
Avior Wealth Management
Nebraska
$23.2M +$1.1M +4,495 +5%
Goldman Sachs
66
Goldman Sachs
New York
$22.7M -$52.5M -213,931 -71%
CAM
67
Cresset Asset Management
Illinois
$22.4M +$1.6M +6,515 +8%
I
68
INVST
Indiana
$22.2M +$1.02M +4,147 +5%
BPA
69
Beacon Pointe Advisors
California
$20.9M -$807K -3,284 -4%
EWA
70
Exencial Wealth Advisors
Oklahoma
$20.9M +$8.77M +35,692 +80%
LFG
71
Larson Financial Group
Missouri
$20M +$3.38M +13,769 +22%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$19.5M +$763K +3,107 +4%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$19.3M +$2.12M +8,640 +13%
AWM
74
Apollon Wealth Management
South Carolina
$19M +$2.57M +10,460 +17%
ML
75
McAdam LLC
Pennsylvania
$18.9M +$2.29M +9,335 +15%

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.