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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
EWM
876
EPG Wealth Management
Georgia
$45K -$44.9K -180 Closed
CJ
877
Caitlin John
Michigan
$45K
BIA
878
Bell Investment Advisors
California
$44.8K +$44.7K +179 New
ME
879
McIlrath & Eck
Washington
$43.3K
AWM
880
Abound Wealth Management
Tennessee
$40.8K +$22.5K +90 +123%
IWP
881
IAG Wealth Partners
Wisconsin
$40.3K
JHCP
882
Jackson Hole Capital Partners
Oklahoma
$40.3K
CIAS
883
CBIZ Investment Advisory Services
Ohio
$39K
GI
884
GAMMA Investing
California
$38K +$3.74K +15 +11%
MTIC
885
Missouri Trust & Investment Company
Missouri
$37.8K
AIC
886
Archer Investment Corporation
Indiana
$37.5K +$8.23K +33 +28%
BWP
887
Baldwin Wealth Partners
Massachusetts
$36.5K
MPCG
888
Matrix Private Capital Group
New York
$36.3K -$1.25K -5 -3%
HGERS
889
Householder Group Estate & Retirement Specialist
Arizona
$36K -$2.5K -10 -6%
BlackRock
890
BlackRock
New York
$35.8K -$41.2K -165 -54%
1832 Asset Management
891
1832 Asset Management
Ontario, Canada
$35.8K +$35.7K +143 New
Simplex Trading
892
Simplex Trading
Illinois
$35K -$116K -463 -77%
TF
893
Tompkins Financial
New York
$34.8K
WB
894
Webster Bank
Connecticut
$34.5K +$20.2K +81 +142%
MCM
895
MV Capital Management
Maryland
$34K
NS
896
NBC Securities
Alabama
$34K
RCM
897
Raleigh Capital Management
North Carolina
$33.9K -$3.49K -14 -9%
GBT
898
Grove Bank & Trust
Florida
$31.5K
TIM
899
Tortoise Investment Management
New York
$30K
GWSA
900
Global Wealth Strategies & Associates
Colorado
$27.5K -$3.99K -16 -13%

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.