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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
FNB
776
Farmers National Bank
Kentucky
$229K +$216K +878 New
RWM
777
Ritholtz Wealth Management
New York
$229K -$78.4K -319 -27%
CW
778
CIC Wealth
Maryland
$229K
FFA
779
Florida Financial Advisors
Florida
$228K -$134K -544 -38%
MIC
780
Means Investment Company
Maine
$227K -$3.44K -14 -2%
SGK
781
Steigerwald Gordon & Koch
Virginia
$226K
OPPS
782
Obsidian Personal Planning Solutions
Maryland
$226K +$229K +934 New
AWA
783
Alaska Wealth Advisors
Alaska
$226K -$38.1K -155 -15%
GGS
784
Galvin Gaustad & Stein
Arizona
$225K
VWM
785
Vigilare Wealth Management
Arizona
$223K +$211K +857 New
GCA
786
Greenwood Capital Associates
South Carolina
$223K -$57.7K -235 -22%
AWM
787
Accurate Wealth Management
Florida
$222K +$10.8K +44 +5%
SFMG
788
Sage Financial Management Group
Virginia
$222K -$16K -65 -7%
WPW
789
Watershed Private Wealth
Illinois
$219K -$64.1K -261 -24%
Fisher Asset Management
790
Fisher Asset Management
Washington
$219K -$81.3K -331 -28%
WFA
791
WMG Financial Advisors
Tennessee
$219K +$206K +839 New
RPC
792
Rossmore Private Capital
Connecticut
$218K
AA
793
Argent Advisors
Louisiana
$216K
HIS
794
Horizon Investment Services
Indiana
$214K +$201K +820 New
AIA
795
Arcadia Investment Advisors
Idaho
$211K
HPC
796
HM Payson & Co
Maine
$211K -$11.1K -45 -5%
BFG
797
Berger Financial Group
Minnesota
$210K +$198K +807 New
1WM
798
1900 Wealth Management
Texas
$210K -$258K -1,052 -57%
PTC
799
Private Trust Company
Ohio
$210K +$20.1K +82 +11%
HSA
800
HBK Sorce Advisory
Pennsylvania
$209K -$12K -49 -6%

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.