We are live on ! Find out more
VBK icon

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
WOC
826
West Oak Capital
California
$162K
NF
827
Norwood Financial
Pennsylvania
$160K
Simplex Trading
828
Simplex Trading
Illinois
$157K -$8.17M -33,278 -98%
Fuller & Thaler Asset Management
829
Fuller & Thaler Asset Management
California
$152K +$144K +585 New
CSWM
830
Cassady Schiller Wealth Management
Ohio
$147K +$32.4K +132 +31%
JWA
831
JFS Wealth Advisors
Pennsylvania
$147K +$42.2K +172 +44%
SA
832
SRH Advisors
Kansas
$143K
Lazard Asset Management
833
Lazard Asset Management
New York
$143K
RS
834
Rakuten Securities
Japan
$139K +$131K +535 New
LCM
835
Logan Capital Management
Pennsylvania
$139K
IRC
836
Investors Research Corp
Georgia
$137K -$4.91K -20 -4%
DIP
837
DT Investment Partners
Pennsylvania
$134K
BEI
838
Benjamin Edwards Inc
Missouri
$128K -$2.21K -9 -2%
LB
839
Legacy Bridge
Iowa
$123K
MSWM
840
Mowery & Schoenfeld Wealth Management
Illinois
$120K
CWM
841
CarsonAllaria Wealth Management
Illinois
$120K +$113K +462 New
RDIA
842
RE Dickinson Investment Advisors
Iowa
$119K -$22.6K -92 -17%
FDCDDQ
843
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K
IHWM
844
Iron Horse Wealth Management
Iowa
$116K -$11.1K -45 -9%
RIL
845
Rothschild Investment LLC
Illinois
$115K
RIA
846
Realta Investment Advisors
Delaware
$114K +$107K +436 New
FP
847
Financial Perspectives
Minnesota
$113K
SSB
848
Sandy Spring Bank
Maryland
$110K +$6.39K +26 +7%
KWAG
849
Kiely Wealth Advisory Group
North Carolina
$109K +$107K +434 +7,233%
CWP
850
Concord Wealth Partners
Virginia
$106K -$3.19K -13 -3%

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.