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Vanguard Small-Cap Growth ETF

1,021 hedge funds and large institutions have $10.8B invested in Vanguard Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 390 increasing their positions, 332 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 31

82% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.54M

17% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 332

12% more funds holding in top 10

Funds holding in top 10: 4247 (+5)

9% more capital invested

Capital invested by funds: $9.94B → $10.8B (+$893M)

4% more funds holding

Funds holding: 9801,021 (+41)

1.39% more ownership

Funds ownership: 58.95%60.34% (+1.4%)

Holders
1,021
Holders Change
+41
Holders Change %
+4.18%
% of All Funds
14.66%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
0.67%
New
84
Increased
390
Reduced
332
Closed
31
Calls
$13.7M
Puts
$7.54M
Net Calls
+$6.2M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
776
Saxon Interests
Texas
$247K
TFS
777
Thoroughbred Financial Services
Tennessee
$246K +$27.4K +107 +13%
SFMG
778
Sage Financial Management Group
Virginia
$246K +$235K +919 New
DWT
779
Dorsey & Whitney Trust
South Dakota
$245K -$58.9K -230 -20%
OFS
780
Oldfather Financial Services
Nebraska
$244K -$61.2K -239 -21%
ALC
781
Alexander Labrunerie & Co
Missouri
$243K -$1.28K -5 -0.5%
RFA
782
Rollins Financial Advisors
New York
$243K +$4.36K +17 +2%
PCM
783
Parsons Capital Management
Rhode Island
$242K -$12.8K -50 -5%
Fisher Asset Management
784
Fisher Asset Management
Washington
$242K -$718K -2,802 -76%
AF
785
Apexium Financial
Texas
$242K +$12.8K +50 +6%
IIA
786
Integral Investment Advisors
California
$241K +$9.22K +36 +4%
OMC
787
Old Mission Capital
Illinois
$241K +$231K +900 New
KFP
788
KMG Fiduciary Partners
Ohio
$238K
BFAG
789
Blackston Financial Advisory Group
Florida
$236K +$226K +883 New
ODG
790
O'Dell Group
Ohio
$235K +$225K +880 New
AWM
791
Accurate Wealth Management
Florida
$235K -$1.54K -6 -0.7%
CW
792
CIC Wealth
Maryland
$235K
MIC
793
Means Investment Company
Maine
$233K
LG
794
LaFleur & Godfrey
Michigan
$232K +$222K +867 New
GGS
795
Galvin Gaustad & Stein
Arizona
$231K
CAS
796
Coppell Advisory Solutions
Texas
$231K +$11.8K +46 +6%
WFC
797
Western Financial Corp
California
$230K -$1.54K -6 -0.7%
PIA
798
Pinion Investment Advisors
Kansas
$229K +$769 +3 +0.4%
AWA
799
Alaska Wealth Advisors
Alaska
$229K -$256 -1 -0.1%
B
800
Bailard
California
$228K +$219K +854 New

VBK Hedge Fund Activity: Q3 2024 in Review

1,021 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2024, worth a combined $10.8B — up 9% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VBK positions and 31 closed out — a net gain of 53 holders — while 390 added to existing stakes and 332 trimmed.

The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Strategic Financial Concepts, cutting an estimated $80.4M.

  • 1,021 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2024, up from 980 in Q2 2024.
  • Funds reported $10.8B of Vanguard Small-Cap Growth ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 84 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2024 and 31 closed out, a net change of +53 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2024 was Bank of America, an estimated $188M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2024.