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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
HDIM
876
Hanson & Doremus Investment Management
Vermont
$68K
AA
877
Addison Advisors
Vermont
$66.5K
JFA
878
JNBA Financial Advisors
Minnesota
$66.2K +$1.97K +8 +3%
HBW
879
Hazlett, Burt & Watson
West Virginia
$65K
BCMLT
880
Beacon Capital Management LLC (Tennessee)
Tennessee
$63.6K +$47.9K +195 +398%
VWA
881
Valued Wealth Advisors
Utah
$61.3K
CSWG
882
Cardinal Strategic Wealth Guidance
Kentucky
$59.2K
GEA
883
Glen Eagle Advisors
New Jersey
$58.8K +$246 +1 +0.4%
WT
884
Washington Trust
Rhode Island
$58.7K
OWA
885
Opal Wealth Advisors
New York
$58.1K +$54.8K +223 New
BSB
886
Bangor Savings Bank
Maine
$55K
CAM
887
Creekmur Asset Management
Illinois
$54.2K -$4.67K -19 -8%
BAM
888
Bellevue Asset Management
Washington
$53.4K
CSC
889
Caldwell Sutter Capital
California
$53.2K
BCPWM
890
Bradley & Co Private Wealth Management
Florida
$52.1K
VF
891
VitalStone Financial
Texas
$48K +$2.95K +12 +7%
GAA
892
Global Assets Advisory
Florida
$47K +$2.98M +12,141 New
CJ
893
Caitlin John
Michigan
$46.9K -$246 -1 -0.6%
EWM
894
EPG Wealth Management
Georgia
$46.9K
SC
895
SouthState Corp
Florida
$45.4K +$21.1K +86 +98%
ME
896
McIlrath & Eck
Washington
$45.1K
IWP
897
IAG Wealth Partners
Wisconsin
$42K
JHCP
898
Jackson Hole Capital Partners
Oklahoma
$42K +$5.16K +21 +15%
TFM
899
TFC Financial Management
Massachusetts
$40.7K +$30.7K +125 +403%
CIAS
900
CBIZ Investment Advisory Services
Ohio
$40.7K +$38.3K +156 New

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.