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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
VBWMG
751
Von Berge Wealth Management Group
California
$232K -$9.73K -39 -4%
SI
752
Saxon Interests
Texas
$231K
ALC
753
Alexander Labrunerie & Co
Missouri
$229K +$1.25K +5 +0.5%
AWM
754
Accurate Wealth Management
Florida
$227K -$16.5K -66 -7%
MW
755
Marcum Wealth
Ohio
$226K +$225K +903 New
FT
756
Fiduciary Trust
Massachusetts
$224K -$998 -4 -0.4%
RFA
757
Rollins Financial Advisors
New York
$223K
KFP
758
KMG Fiduciary Partners
Ohio
$223K
EFA
759
Edge Financial Advisors
Illinois
$222K -$28.4K -114 -11%
RWM
760
Ritholtz Wealth Management
New York
$221K +$998 +4 +0.5%
CW
761
CIC Wealth
Maryland
$219K
SGI
762
Summit Global Investments
Utah
$219K +$23.5K +94 +12%
FCH
763
Freestone Capital Holdings
Washington
$218K -$37.4K -150 -15%
MIC
764
Means Investment Company
Maine
$218K
WFC
765
Western Financial Corp
California
$217K +$217K +868 New
IIA
766
Integral Investment Advisors
California
$216K +$216K +865 New
GGS
767
Galvin Gaustad & Stein
Arizona
$216K
IF
768
Ironwood Financial
Arizona
$216K +$215K +862 New
Tudor Investment Corp
769
Tudor Investment Corp
Connecticut
$215K -$221K -885 -51%
SAG
770
SageView Advisory Group
California
$214K -$16.9M -67,588 -99%
AWA
771
Alaska Wealth Advisors
Alaska
$214K -$2.25K -9 -1%
AF
772
Apexium Financial
Texas
$214K -$18K -72 -8%
PIA
773
Pinion Investment Advisors
Kansas
$213K +$15.7K +63 +8%
EFS
774
Essex Financial Services
Connecticut
$211K -$19.2K -77 -8%
WPW
775
Watershed Private Wealth
Illinois
$210K

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.