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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
S
751
SignatureFD
Georgia
$258K -$8.11K -33 -3%
VBWMG
752
Von Berge Wealth Management Group
California
$253K
RDWM
753
Red Door Wealth Management
Tennessee
$252K +$238K +968 New
SCP
754
Stevens Capital Partners
Nebraska
$250K +$3.93K +16 +2%
WFAG
755
Wescott Financial Advisory Group
Pennsylvania
$250K +$235K +958 New
PCM
756
Parsons Capital Management
Rhode Island
$249K
TT
757
TI-Trust
Illinois
$249K
ICG
758
InterOcean Capital Group
Tennessee
$244K -$11.5K -47 -5%
H
759
HoyleCohen
California
$243K +$229K +933 New
UAG
760
United Advisor Group
Ohio
$243K +$229K +931 New
EFS
761
Essex Financial Services
Connecticut
$243K +$228K +930 New
CPW
762
Cove Private Wealth
New York
$242K -$49.1K -200 -18%
AF
763
Apexium Financial
Texas
$241K +$227K +926 New
SI
764
Saxon Interests
Texas
$241K
WTC
765
WhitTier Trust Company
Nevada
$239K +$168K +684 +295%
NIWA
766
New Insight Wealth Advisors
California
$239K +$225K +915 New
ALC
767
Alexander Labrunerie & Co
Missouri
$237K +$224K +910 New
LW
768
Linscomb Wealth
Texas
$234K -$110K -446 -33%
FT
769
Fiduciary Trust
Massachusetts
$234K -$1.97K -8 -0.9%
BTI
770
Blue Trust Inc
Georgia
$233K +$123K +502 +128%
SEP
771
Southland Equity Partners
Missouri
$233K -$106K -432 -33%
RFA
772
Rollins Financial Advisors
New York
$233K +$2.7K +11 +1%
KFP
773
KMG Fiduciary Partners
Ohio
$232K
WE
774
Wealth Effects
Massachusetts
$231K -$86.7K -353 -28%
PFA
775
Pure Financial Advisors
California
$230K +$217K +882 New

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.