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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$28M -$1.64M -6,579 -6%
IWA
52
Inspirion Wealth Advisors
Illinois
$27.4M +$658K +2,638 +2%
PAG
53
Private Advisor Group
New Jersey
$27.2M +$3M +12,006 +12%
JC
54
Jentner Corp
Ohio
$26.1M +$100K +402 +0.4%
MFWP
55
Mosaic Family Wealth Partners
Missouri
$25.5M +$369K +1,478 +1%
ODIJL
56
One Day In July LLC
Vermont
$24.6M +$442K +1,772 +2%
VCM
57
Vision Capital Management
Oregon
$24.3M +$604K +2,422 +3%
AWM
58
Avior Wealth Management
Nebraska
$24.2M +$2.01M +8,039 +9%
Creative Planning
59
Creative Planning
Kansas
$24.1M -$691K -2,768 -3%
WPW
60
Waldron Private Wealth
Pennsylvania
$24M -$410K -1,645 -2%
BWM
61
Brickley Wealth Management
California
$23.9M -$1.5K -6 -0%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$23.7M +$403K +1,614 +2%
BIA
63
BHK Investment Advisors
Alabama
$23.6M -$780K -3,127 -3%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$23.5M +$19.8M +79,243 +540%
Members Trust
65
Members Trust
Florida
$23.4M -$789K -3,163 -3%
CAM
66
Cresset Asset Management
Illinois
$22.4M +$876K +3,513 +4%
LFG
67
Larson Financial Group
Missouri
$21.1M +$1.89M +7,568 +10%
EWA
68
Exencial Wealth Advisors
Oklahoma
$19.4M -$636K -2,549 -3%
ML
69
McAdam LLC
Pennsylvania
$19.4M +$1.29M +5,155 +7%
AWM
70
Apollon Wealth Management
South Carolina
$19.3M +$1.13M +4,535 +6%
BPA
71
Beacon Pointe Advisors
California
$19.2M -$921K -3,690 -5%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$18.6M -$181K -727 -1%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$18.6M +$87.8K +352 +0.5%
I
74
INVST
Indiana
$18.5M -$2.83M -11,342 -13%
MWM
75
Modera Wealth Management
New Jersey
$18.5M +$14.3M +57,433 +349%

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.