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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
ANBT
801
American National Bank & Trust
Texas
$209K +$170K +692 +641%
AWM
802
Angeles Wealth Management
California
$206K
PIA
803
Pinion Investment Advisors
Kansas
$206K +$194K +790 New
SWM
804
Soundmark Wealth Management
Washington
$206K +$194K +789 New
GI
805
Gradient Investments
Minnesota
$205K -$137K -559 -42%
CIAS
806
Capital Investment Advisory Services
North Carolina
$205K +$6.63K +27 +4%
NEWAS
807
N.E.W. Advisory Services
Wisconsin
$204K +$193K +784 New
GAM
808
Gemmer Asset Management
California
$204K +$192K +783 New
PTC
809
Philadelphia Trust Company
Pennsylvania
$204K +$192K +783 New
SGI
810
Summit Global Investments
Utah
$204K +$192K +783 New
CTFG
811
Capstone Triton Financial Group
Oklahoma
$204K -$18.7K -76 -9%
CFS
812
Cannon Financial Strategists
Georgia
$204K +$192K +781 New
RT
813
Rockland Trust
Massachusetts
$203K +$192K +780 New
KFGK
814
Keystone Financial Group (Kentucky)
Kentucky
$203K +$191K +779 New
RW
815
REDW Wealth
New Mexico
$202K +$190K +773 New
NSIM
816
North Star Investment Management
Illinois
$201K +$246 +1 +0.1%
MLFP
817
MPS Loria Financial Planners
Illinois
$201K +$189K +770 New
BIM
818
Baldwin Investment Management
Pennsylvania
$201K +$189K +770 New
PG
819
Proffitt & Goodson
Tennessee
$195K -$64.4K -262 -26%
IBOK
820
Independence Bank of Kentucky
Kentucky
$193K
MIA
821
Milestone Investment Advisors
Wisconsin
$193K
CAL
822
Capital Advisors Ltd
Ohio
$182K
CFGS
823
Concourse Financial Group Securities
Alabama
$181K +$491 +2 +0.3%
JGIA
824
Jackson Grant Investment Advisers
Connecticut
$178K +$246 +1 +0.1%
FPF
825
First Pacific Financial
Washington
$166K +$246 +1 +0.2%

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.