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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$30.9M +$942K +3,676 +3%
MFWP
52
Mosaic Family Wealth Partners
Missouri
$30.9M +$3.49M +13,614 +13%
PAG
53
Private Advisor Group
New Jersey
$30.2M +$1.11M +4,349 +4%
IWA
54
Inspirion Wealth Advisors
Illinois
$29.8M +$514K +2,005 +2%
JC
55
Jentner Corp
Ohio
$27.9M +$2.31K +9 +0%
VCM
56
Vision Capital Management
Oregon
$27.1M +$1.08M +4,213 +4%
Goldman Sachs
57
Goldman Sachs
New York
$27.1M +$10.2M +39,697 +65%
AWM
58
Avior Wealth Management
Nebraska
$27M +$1.11M +4,321 +4%
BWM
59
Brickley Wealth Management
California
$25.7M +$113K +441 +0.5%
WPW
60
Waldron Private Wealth
Pennsylvania
$25.6M -$12.3K -48 -0.1%
Members Trust
61
Members Trust
Florida
$25.4M +$383K +1,494 +2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$25.4M +$71.5K +279 +0.3%
BIA
63
BHK Investment Advisors
Alabama
$24.9M -$267K -1,042 -1%
Creative Planning
64
Creative Planning
Kansas
$24.6M -$1.13M -4,409 -5%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$23.7M -$1.3M -5,083 -5%
CAM
66
Cresset Asset Management
Illinois
$22.6M -$1.27M -4,948 -6%
LFG
67
Larson Financial Group
Missouri
$22.1M -$450K -1,757 -2%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$21.5M -$8.77M -34,236 -30%
BPA
69
Beacon Pointe Advisors
California
$21M +$531K +2,073 +3%
ML
70
McAdam LLC
Pennsylvania
$20.5M -$286K -1,115 -1%
MWM
71
Modera Wealth Management
New Jersey
$20M +$270K +1,054 +1%
EWA
72
Exencial Wealth Advisors
Oklahoma
$19.9M -$831K -3,243 -4%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$19.8M -$24.1K -94 -0.1%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$19.6M -$246K -959 -1%
PPP
75
Private Portfolio Partners
New Jersey
$19.6M +$18.8M +73,202 New

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.