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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
EFS
801
Essex Financial Services
Connecticut
$226K -$3.84K -15 -2%
RPC
802
Rossmore Private Capital
Connecticut
$223K
AA
803
Argent Advisors
Louisiana
$222K
LW
804
Linscomb Wealth
Texas
$222K -$512 -2 -0.2%
WFA
805
WMG Financial Advisors
Tennessee
$222K +$1.54K +6 +0.7%
HIS
806
Horizon Investment Services
Indiana
$219K
SGI
807
Summit Global Investments
Utah
$219K -$15.1K -59 -7%
WAG
808
Winthrop Advisory Group
Massachusetts
$217K +$208K +811 New
SAG
809
SageView Advisory Group
California
$217K -$11.8K -46 -5%
AIA
810
Arcadia Investment Advisors
Idaho
$217K
HPC
811
HM Payson & Co
Maine
$216K
WFAG
812
Wescott Financial Advisory Group
Pennsylvania
$215K
SA
813
Stewardship Advisors
Pennsylvania
$214K +$205K +802 New
MFG
814
Mosaic Financial Group
Illinois
$214K +$205K +800 New
VWM
815
Vigilare Wealth Management
Arizona
$214K
SGK
816
Steigerwald Gordon & Koch
Virginia
$213K -$10.2K -40 -5%
AWM
817
Angeles Wealth Management
California
$212K
CTFG
818
Capstone Triton Financial Group
Oklahoma
$211K +$202K +787 New
CIAS
819
Capital Investment Advisory Services
North Carolina
$210K
JGIA
820
Jackson Grant Investment Advisers
Connecticut
$210K +$256 +1 +0.1%
PTC
821
Philadelphia Trust Company
Pennsylvania
$209K +$201K +783 New
CFS
822
Cannon Financial Strategists
Georgia
$209K +$200K +781 New
RT
823
Rockland Trust
Massachusetts
$209K +$200K +780 New
KFGK
824
Keystone Financial Group (Kentucky)
Kentucky
$208K +$200K +779 New
TWM
825
Triton Wealth Management
Arizona
$208K -$769 -3 -0.4%

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.