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Vanguard Small-Cap Growth ETF
VBK

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: 997 → 980 (-17)

13% less funds holding in top 10

Funds holding in top 10: 48 → 42 (-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

Top Buyers

1
AA
Axiom Advisory
California
+$385M
2
SFC
Strategic Financial Concepts
Texas
+$78.3M
3
Bank of America
Bank of America
North Carolina
+$76.9M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$51.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.8M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$106M
2
Morgan Stanley
Morgan Stanley
New York
-$58M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$32.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$24.6M
5
Truist Financial
Truist Financial
North Carolina
-$18.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
776
Geneva Capital Management
Wisconsin
$210K +$209K +838 New
SGK
777
Steigerwald Gordon & Koch
Virginia
$209K -$7.48K -30 -3%
RPC
778
Rossmore Private Capital
Connecticut
$209K – – –
LW
779
Linscomb Wealth
Texas
$208K -$17K -68 -8%
FFA
780
Florida Financial Advisors
Florida
$208K -$10.5K -42 -5%
AA
781
Argent Advisors
Louisiana
$208K – – –
TWM
782
Triton Wealth Management
Arizona
$206K +$197K +789 New
WFA
783
WMG Financial Advisors
Tennessee
$206K -$3.99K -16 -2%
HIS
784
Horizon Investment Services
Indiana
$205K – – –
CAS
785
Coppell Advisory Solutions
Texas
$204K +$204K +817 New
TFS
786
Thoroughbred Financial Services
Tennessee
$204K +$204K +816 New
AIA
787
Arcadia Investment Advisors
Idaho
$203K – – –
HPC
788
HM Payson & Co
Maine
$202K – – –
WFAG
789
Wescott Financial Advisory Group
Pennsylvania
$201K -$38.4K -154 -16%
VWM
790
Vigilare Wealth Management
Arizona
$200K -$14.2K -57 -7%
AWM
791
Angeles Wealth Management
California
$198K – – –
CIAS
792
Capital Investment Advisory Services
North Carolina
$196K – – –
GI
793
Gradient Investments
Minnesota
$196K – – –
JGIA
794
Jackson Grant Investment Advisers
Connecticut
$196K +$25.7K +103 +15%
QCG
795
Quadrant Capital Group
Ohio
$193K -$171K -686 -47%
NSIM
796
North Star Investment Management
Illinois
$193K – – –
SAM
797
Smartleaf Asset Management
Massachusetts
$188K +$87.1K +349 +87%
PG
798
Proffitt & Goodson
Tennessee
$187K – – –
MIA
799
Milestone Investment Advisors
Wisconsin
$185K – – –
IBOK
800
Independence Bank of Kentucky
Kentucky
$181K -$4.49K -18 -2%
30 31
32
33 34

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.