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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
KA
926
Kozak & Associates
Colorado
$15.6K
FDCP
927
Foster Dykema Cabot & Partners
Massachusetts
$14.5K -$21.7K -87 -60%
FMII
928
Farmers & Merchants Investments Inc
Nebraska
$14.3K +$1.5K +6 +12%
PA
929
Pineridge Advisors
Missouri
$13.7K -$17.7K -71 -56%
M
930
MOTCO
Texas
$13K -$13.5K -54 -51%
ITIM
931
Indiana Trust & Investment Management
Indiana
$12K
MSG
932
Main Street Group
Virginia
$11.9K -$8.23K -33 -41%
FPFS
933
First Personal Financial Services
North Carolina
$11.5K +$10.2K +41 +820%
GFPC
934
Global Financial Private Client
Florida
$11.3K
LI
935
LRI Investments
Florida
$11.3K
OW
936
Olistico Wealth
Oklahoma
$11.3K +$11.2K +45 New
BBPWM
937
Blue Bell Private Wealth Management
Pennsylvania
$11K
IGWM
938
ICA Group Wealth Management
Colorado
$10.8K -$59.6K -239 -85%
AFG
939
Albion Financial Group
Utah
$10K
MBFW
940
Morton Brown Family Wealth
Pennsylvania
$9.8K
APC
941
Aspire Private Capital
North Carolina
$9.01K -$1.5K -6 -14%
DMIC
942
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.77K
HWA
943
HHM Wealth Advisors
Tennessee
$8.76K +$8.73K +35 New
MA
944
MCF Advisors
Kentucky
$8.52K
FCA
945
FinTrust Capital Advisors
South Carolina
$8.51K -$16.5K -66 -66%
CT
946
Clearstead Trust
Maine
$8.01K
DFA
947
DHJJ Financial Advisors
Illinois
$8.01K
CTWM
948
Cherry Tree Wealth Management
Minnesota
$7.75K +$7.73K +31 New
OIA
949
Optimum Investment Advisors
Illinois
$7.5K
PWMG
950
Prestige Wealth Management Group
New Jersey
$7.25K

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.