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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
KWAG
801
Kiely Wealth Advisory Group
North Carolina
$177K +$69.4K +278 +63%
CAL
802
Capital Advisors Ltd
Ohio
$172K -$2K -8 -1%
NMG
803
New Millennium Group
Utah
$167K +$166K +666 New
FPF
804
First Pacific Financial
Washington
$156K -$2.99K -12 -2%
WOC
805
West Oak Capital
California
$155K
FC
806
Fairscale Capital
New Hampshire
$153K +$142K +570 New
CFGS
807
Concourse Financial Group Securities
Alabama
$150K -$23.7K -95 -14%
SIS
808
Strategic Investment Solutions
Illinois
$141K +$135K +541 New
SA
809
SRH Advisors
Kansas
$138K
Lazard Asset Management
810
Lazard Asset Management
New York
$137K
LCM
811
Logan Capital Management
Pennsylvania
$133K
IRC
812
Investors Research Corp
Georgia
$131K
BEI
813
Benjamin Edwards Inc
Missouri
$131K +$7.73K +31 +6%
CSWM
814
Cassady Schiller Wealth Management
Ohio
$129K -$11.2K -45 -8%
DIP
815
DT Investment Partners
Pennsylvania
$128K
IHWM
816
Iron Horse Wealth Management
Iowa
$121K +$9.98K +40 +9%
IC
817
Iconiq Capital
California
$118K +$282K +1,129 New
LB
818
Legacy Bridge
Iowa
$118K
MSWM
819
Mowery & Schoenfeld Wealth Management
Illinois
$116K
FDCDDQ
820
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K
AA
821
Addison Advisors
Vermont
$111K +$47.2K +189 +74%
SSB
822
Sandy Spring Bank
Maryland
$111K +$5.49K +22 +5%
RIL
823
Rothschild Investment LLC
Illinois
$110K
GGI
824
Godsey & Gibb Inc
Virginia
$109K +$109K +437 New
RIA
825
Realta Investment Advisors
Delaware
$109K

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.