We are live on ! Find out more
VBK icon

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
CF
726
Convergence Financial
Missouri
$260K +$259K +1,038 New
CVA
727
Central Valley Advisors
California
$260K +$78.1K +313 New
HSA
728
HBK Sorce Advisory
Pennsylvania
$257K +$56.4K +226 +28%
TA
729
TFG Advisers
Michigan
$256K -$40.7K -163 -14%
FAM
730
Formidable Asset Management
Ohio
$254K +$254K +1,017 New
FTIS
731
First Trust Investment Solutions
Florida
$254K
TFA
732
TPG Financial Advisors
Oregon
$252K +$252K +1,009 New
CA
733
Clearstead Advisors
Ohio
$251K -$12K -48 -5%
MFT
734
Moisand Fitzgerald Tamayo
Florida
$249K -$998 -4 -0.4%
FNB
735
Farmers National Bank
Kentucky
$249K +$29.4K +118 +13%
SMC
736
Smith, Moore & Co
Missouri
$249K -$21.2K -85 -8%
SCM
737
Steele Capital Management
Iowa
$248K
ES
738
Eagle Strategies
New York
$247K -$820K -3,285 -77%
S
739
SignatureFD
Georgia
$247K
AA
740
Apriem Advisors
California
$246K +$246K +985 New
CFG
741
Carr Financial Group
Massachusetts
$246K -$12.5K -50 -5%
SIA
742
Soltis Investment Advisors
Utah
$243K +$243K +973 New
HWMG
743
Hurlow Wealth Management Group
Indiana
$241K +$240K +962 New
SCP
744
Stevens Capital Partners
Nebraska
$240K +$499 +2 +0.2%
NEWAS
745
N.E.W. Advisory Services
Wisconsin
$239K +$43.2K +173 +22%
PCM
746
Parsons Capital Management
Rhode Island
$239K
TT
747
TI-Trust
Illinois
$239K
SPI
748
Sutton Place Investors
New York
$237K -$93.8K -376 -28%
OPPS
749
Obsidian Personal Planning Solutions
Maryland
$232K -$1.25K -5 -0.5%
GT
750
Greenleaf Trust
Michigan
$232K -$32.4K -130 -12%

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.