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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
TSMHT
826
Thurston Springer Miller Herd & Titak
Indiana
$109K +$109K +435 New
FP
827
Financial Perspectives
Minnesota
$108K
CWP
828
Concord Wealth Partners
Virginia
$102K
TFM
829
TFC Financial Management
Massachusetts
$101K +$61.6K +247 +158%
PSB
830
Piscataqua Savings Bank
New Hampshire
$100K
RDIA
831
RE Dickinson Investment Advisors
Iowa
$99.9K -$14.2K -57 -13%
RFA
832
Register Financial Advisors
Georgia
$98.4K +$748 +3 +0.8%
JWA
833
JFS Wealth Advisors
Pennsylvania
$97.6K -$42.9K -172 -31%
AAG
834
Armstrong Advisory Group
Massachusetts
$95.8K -$4.49K -18 -4%
VWM
835
Venturi Wealth Management
Texas
$95.7K
RAM
836
Ramirez Asset Management
New York
$95K
GA
837
GoalVest Advisory
New York
$94.8K
Fuller & Thaler Asset Management
838
Fuller & Thaler Asset Management
California
$94.4K -$51.9K -208 -36%
OWA
839
Opal Wealth Advisors
New York
$91.8K +$35.9K +144 +65%
OP
840
ORG Partners
Indiana
$87.5K +$87.8K +352 New
Russell Investments Group
841
Russell Investments Group
United Kingdom
$85.8K
CTA
842
Colonial Trust Advisors
South Carolina
$83.5K
PCMC
843
Private Capital Management (Colorado)
Colorado
$81.3K -$2K -8 -2%
NCM
844
Northwest Capital Management
Oregon
$80.3K
TH
845
TCTC Holdings
Texas
$80.3K
BFPW
846
BOK Financial Private Wealth
Colorado
$80.2K
TCOV
847
Trust Company of Vermont
Vermont
$76K +$998 +4 +1%
JFG
848
JDM Financial Group
Texas
$75.8K -$4.24K -17 -5%
HFS
849
Horizon Financial Services
North Carolina
$73K +$3.49K +14 +5%
LIA
850
Lynx Investment Advisory
District of Columbia
$66.3K +$66.1K +265 New

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.