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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
FMII
951
Farmers & Merchants Investments Inc
Nebraska
$13.3K
VL
952
Vima LLC
Michigan
$13K
ITIM
953
Indiana Trust & Investment Management
Indiana
$12.5K
GPFA
954
Game Plan Financial Advisors
Ohio
$11.8K +$5.65K +23 +92%
LI
955
LRI Investments
Florida
$11.7K +$11.1K +45 New
GFPC
956
Global Financial Private Client
Florida
$11.6K
BBPWM
957
Blue Bell Private Wealth Management
Pennsylvania
$11.5K +$6.14K +25 +132%
APC
958
Aspire Private Capital
North Carolina
$10.9K +$1.47K +6 +17%
FFA
959
Frazier Financial Advisors
Ohio
$10.7K -$2.7K -11 -21%
AFG
960
Albion Financial Group
Utah
$10.4K
MBFW
961
Morton Brown Family Wealth
Pennsylvania
$9.91K
SWS
962
SYSTM Wealth Solutions
Illinois
$9.79K +$9.33K +38 New
DMIC
963
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.13K +$8.6K +35 New
MA
964
MCF Advisors
Kentucky
$8.87K
CT
965
Clearstead Trust
Maine
$8.34K
DFA
966
DHJJ Financial Advisors
Illinois
$8.34K +$2.95K +12 +60%
OIA
967
Optimum Investment Advisors
Illinois
$7.82K -$98.3K -400 -93%
TSWM
968
Tyler-Stone Wealth Management
Ohio
$7.82K
EWA
969
EverSource Wealth Advisors
Alabama
$7.74K -$1.97K -8 -20%
PWMG
970
Prestige Wealth Management Group
New Jersey
$7.56K
BLC
971
Brown, Lisle/Cummings
Rhode Island
$6.78K
TWC
972
TD Waterhouse Canada
Ontario, Canada
$5.84K +$983 +4 +21%
PWA
973
Provenance Wealth Advisors
Florida
$5.24K -$7.61K -31 -61%
IPW
974
Impact Partnership Wealth
Georgia
$5.07K -$18.4K -75 -80%
FRA
975
Front Row Advisors
California
$4.95K +$4.67K +19 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.