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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
Lazard Asset Management
851
Lazard Asset Management
New York
$147K
SIS
852
Strategic Investment Solutions
Illinois
$145K
LCM
853
Logan Capital Management
Pennsylvania
$142K
Russell Investments Group
854
Russell Investments Group
United Kingdom
$139K +$45.6K +178 +52%
DIP
855
DT Investment Partners
Pennsylvania
$137K
FC
856
Fairscale Capital
New Hampshire
$132K -$20K -78 -14%
CSWM
857
Cassady Schiller Wealth Management
Ohio
$130K -$7.94K -31 -6%
IHWM
858
Iron Horse Wealth Management
Iowa
$130K
IBOK
859
Independence Bank of Kentucky
Kentucky
$124K -$66.6K -260 -36%
MSWM
860
Mowery & Schoenfeld Wealth Management
Illinois
$124K
FDCDDQ
861
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K
AA
862
Addison Advisors
Vermont
$119K
RIL
863
Rothschild Investment LLC
Illinois
$118K
TFM
864
TFC Financial Management
Massachusetts
$117K +$9.22K +36 +9%
FP
865
Financial Perspectives
Minnesota
$116K +$512 +2 +0.5%
RAM
866
Ramirez Asset Management
New York
$115K +$12.8K +50 +13%
BOC
867
Bull Oak Capital
California
$115K +$110K +428 New
OSNBOA
868
Old Second National Bank of Aurora
Illinois
$114K +$109K +425 New
SSB
869
Sandy Spring Bank
Maryland
$113K -$5.64K -22 -5%
CAL
870
Capital Analysts LLC
Pennsylvania
$112K -$723K -2,821 -87%
CWP
871
Concord Wealth Partners
Virginia
$109K
PSB
872
Piscataqua Savings Bank
New Hampshire
$107K
OC
873
Oarsman Capital
Wisconsin
$106K +$101K +395 New
RFA
874
Register Financial Advisors
Georgia
$105K +$512 +2 +0.5%
JWA
875
JFS Wealth Advisors
Pennsylvania
$104K

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.