We are live on ! Find out more
VBK icon

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
NSIM
826
North Star Investment Management
Illinois
$207K
HSA
827
HBK Sorce Advisory
Pennsylvania
$207K -$64.8K -253 -25%
QCG
828
Quadrant Capital Group
Ohio
$207K
RW
829
REDW Wealth
New Mexico
$207K +$198K +773 New
LSIA
830
LaSalle St. Investment Advisors
Illinois
$206K +$198K +774 New
BIM
831
Baldwin Investment Management
Pennsylvania
$206K +$197K +770 New
HPM
832
Hoxton Planning & Management
West Virginia
$204K +$196K +763 New
VIP
833
Vista Investment Partners
Oklahoma
$204K +$196K +763 New
WLIM
834
White Lighthouse Investment Management
Massachusetts
$203K +$195K +760 New
VA
835
Vident Advisory
Georgia
$202K +$194K +756 New
GPA
836
Garrison Point Advisors
California
$202K +$193K +755 New
SIAS
837
Summit Investment Advisory Services
Minnesota
$201K +$193K +752 New
CPW
838
Cove Private Wealth
New York
$201K +$192K +750 New
MIA
839
Milestone Investment Advisors
Wisconsin
$198K
S
840
SignatureFD
Georgia
$184K -$76.9K -300 -30%
CAL
841
Capital Advisors Ltd
Ohio
$184K
TSMHT
842
Thurston Springer Miller Herd & Titak
Indiana
$172K +$53K +207 +48%
VWM
843
Venturi Wealth Management
Texas
$171K +$66.1K +258 +68%
NMG
844
New Millennium Group
Utah
$169K -$9.22K -36 -5%
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$168K +$161K +629 New
FPF
846
First Pacific Financial
Washington
$167K +$256 +1 +0.2%
PG
847
Proffitt & Goodson
Tennessee
$163K -$35.9K -140 -19%
CFGS
848
Concourse Financial Group Securities
Alabama
$160K
CT
849
Colonial Trust
South Carolina
$151K +$76.9K +300 +114%
SA
850
SRH Advisors
Kansas
$147K

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.