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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
PPP
76
Private Portfolio Partners
New Jersey
$18.5M +$90.4K +368 +0.5%
AI
77
Atria Investments
North Carolina
$17.8M +$657K +2,674 +4%
BFA
78
BBJS Financial Advisors
Washington
$17.3M +$917K +3,732 +6%
CAM
79
Congress Asset Management
Massachusetts
$17.3M +$7.18M +29,227 +79%
PIFP
80
Partners in Financial Planning
Virginia
$16.8M +$23.6K +96 +0.1%
QAM
81
Q3 Asset Management
Michigan
$16.7M +$15.7M +64,041 New
AMG
82
Asset Management Group
Connecticut
$16.6M -$30.7K -125 -0.2%
SAG
83
SageView Advisory Group
California
$16.4M +$16M +65,222 +2,024%
Comerica Bank
84
Comerica Bank
Texas
$16.3M +$722K +2,939 +5%
SFG
85
Sage Financial Group
Pennsylvania
$16M -$983 -4 -0%
GFA
86
Gallagher Fiduciary Advisors
Illinois
$15.9M -$374K -1,521 -2%
PGFC
87
Peapack-Gladstone Financial Corp
New Jersey
$15.8M -$404K -1,646 -3%
TWP
88
Total Wealth Planning
Ohio
$15.8M -$20.1K -82 -0.1%
PWP
89
Perfromance Wealth Partners
Illinois
$15.4M -$18.9M -76,836 -56%
LI
90
LMCG Investments
Massachusetts
$15M +$26.8K +109 +0.2%
BSWA
91
Bromfield Sneider Wealth Advisors
Massachusetts
$14.9M +$143K +582 +1%
SC
92
Swan Capital
Florida
$14.9M -$744K -3,030 -5%
SI
93
Stephens Inc
Arkansas
$14.5M +$2.03M +8,267 +17%
SGAM
94
Stephens Group Asset Management
Arkansas
$14.5M +$14.7K +60 +0.1%
BRWA
95
B. Riley Wealth Advisors
Florida
$14.2M +$4.09M +16,670 +34%
E
96
ETFidea
New York
$14.1M +$330K +1,343 +3%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$13.9M -$133K -542 -1%
QIM
98
Quest Investment Management
Oregon
$13.7M
RF
99
Robinswood Financial
Washington
$13.6M -$628K -2,556 -5%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$13.5M +$767K +3,124 +6%

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.