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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
SAM
851
Smartleaf Asset Management
Massachusetts
$105K +$55.3K +225 +126%
PA
852
PSI Advisors
Florida
$104K
PSB
853
Piscataqua Savings Bank
New Hampshire
$104K
RFA
854
Register Financial Advisors
Georgia
$102K
VWM
855
Venturi Wealth Management
Texas
$99.7K +$1.47K +6 +2%
RAM
856
Ramirez Asset Management
New York
$99.1K
GA
857
GoalVest Advisory
New York
$98.8K +$93.1K +379 New
AAG
858
Armstrong Advisory Group
Massachusetts
$97K
Russell Investments Group
859
Russell Investments Group
United Kingdom
$89.4K
CT
860
Colonial Trust
South Carolina
$88.1K -$21.9K -89 -21%
CTA
861
Colonial Trust Advisors
South Carolina
$87K -$2.95K -12 -3%
PCMC
862
Private Capital Management (Colorado)
Colorado
$86.8K +$1.97K +8 +2%
NCM
863
Northwest Capital Management
Oregon
$83.7K
TH
864
TCTC Holdings
Texas
$83.7K +$5.16K +21 +7%
JFG
865
JDM Financial Group
Texas
$83.5K
BFPW
866
BOK Financial Private Wealth
Colorado
$83.4K +$49.1K +200 +167%
PAI
867
Pittenger & Anderson Inc
Nebraska
$81.3K
BlackRock
868
BlackRock
New York
$80.3K +$39.8K +162 +111%
TC
869
Truvestments Capital
Florida
$78.2K -$4.42K -18 -6%
TCOV
870
Trust Company of Vermont
Vermont
$78.2K +$73.7K +300 New
TRCT
871
Tower Research Capital (TRC)
New York
$75.3K -$386K -1,572 -84%
IGWM
872
ICA Group Wealth Management
Colorado
$73.5K -$737 -3 -1%
HFS
873
Horizon Financial Services
North Carolina
$72.5K +$68.3K +278 New
AA
874
Ancora Advisors
Ohio
$68.6K +$10.1K +41 +18%
CSB
875
City State Bank
Iowa
$68K

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.