We are live on ! Find out more
VBK icon

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
BBHC
726
Brown Brothers Harriman & Co
New York
$291K -$27.8K -113 -9%
PIAS
727
PCA Investment Advisory Services
Ohio
$291K
FIA
728
Foundations Investment Advisors
Arizona
$290K +$2.95K +12 +1%
MSA
729
Marino Stram & Associates
Massachusetts
$290K
CD
730
Chapin Davis
Maryland
$289K
CAG
731
Compass Advisory Group
New York
$286K +$491 +2 +0.2%
SWA
732
Sightline Wealth Advisors
Connecticut
$286K
DP
733
Dearborn Partners
Illinois
$285K +$268K +1,092 New
MWP
734
MYCIO Wealth Partners
Pennsylvania
$284K +$491 +2 +0.2%
JFG
735
JMG Financial Group
Illinois
$283K
PP
736
PDS Planning
Ohio
$283K +$246 +1 +0.1%
SMC
737
Smith, Moore & Co
Missouri
$282K +$2.21K +9 +0.8%
GT
738
Greenleaf Trust
Michigan
$275K +$31.9K +130 +14%
DFG
739
Dupree Financial Group
Kentucky
$271K +$17.9K +73 +8%
CFG
740
Carr Financial Group
Massachusetts
$269K +$253K +1,032 New
FCH
741
Freestone Capital Holdings
Washington
$267K +$35.6K +145 +16%
CAMG
742
CWA Asset Management Group
Florida
$266K
FTIS
743
First Trust Investment Solutions
Florida
$265K
CA
744
Clearstead Advisors
Ohio
$265K -$75.4K -307 -23%
JPWM
745
Jamison Private Wealth Management
Georgia
$262K +$19.9K +81 +9%
FGAM
746
Financial Gravity Asset Management
Texas
$261K -$9.82K -40 -4%
EFA
747
Edge Financial Advisors
Illinois
$261K +$246K +1,001 New
MFT
748
Moisand Fitzgerald Tamayo
Florida
$261K
SCM
749
Steele Capital Management
Iowa
$258K +$243K +990 New
WP
750
Wealthspan Partners
Iowa
$258K -$5.16K -21 -2%

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.