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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
Prudential Financial
76
Prudential Financial
New Jersey
$17.3M -$5.11M -20,472 -23%
TWP
77
Total Wealth Planning
Ohio
$16.5M +$239K +959 +2%
PIFP
78
Partners in Financial Planning
Virginia
$16M -$30.2K -121 -0.2%
BFA
79
BBJS Financial Advisors
Washington
$15.9M -$666K -2,671 -4%
AMG
80
Asset Management Group
Connecticut
$15.9M -$51.4K -206 -0.3%
Comerica Bank
81
Comerica Bank
Texas
$15.5M -$177K -711 -1%
SFG
82
Sage Financial Group
Pennsylvania
$15.4M +$86.8K +348 +0.6%
AI
83
Atria Investments
North Carolina
$15.4M -$1.66M -6,663 -10%
Goldman Sachs
84
Goldman Sachs
New York
$15.4M -$6.37M -25,517 -29%
WIA
85
World Investment Advisors
California
$15M +$15M +59,986 New
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$14.7M -$496K -1,988 -3%
SF
87
Safeguard Financial
Wisconsin
$14.6M +$1.93M +7,746 +15%
GFA
88
Gallagher Fiduciary Advisors
Illinois
$14.2M -$1.11M -4,434 -7%
SGAM
89
Stephens Group Asset Management
Arkansas
$14.1M +$233K +935 +2%
AHSW
90
Adventist Health System West
California
$13.9M +$13.9M +55,720 New
SI
91
Stephens Inc
Arkansas
$13.7M -$256K -1,025 -2%
E
92
ETFidea
New York
$13.6M +$139K +558 +1%
RF
93
Robinswood Financial
Washington
$13.4M +$261K +1,046 +2%
PPW
94
Pasadena Private Wealth
California
$13.3M +$353K +1,416 +3%
QIM
95
Quest Investment Management
Oregon
$13.2M
BFEC
96
Benjamin F. Edwards & Company
Missouri
$12.9M -$439K -1,761 -3%
LI
97
LMCG Investments
Massachusetts
$12.9M -$1.48M -5,918 -10%
CF
98
Corrigan Financial
Rhode Island
$12.8M
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$12.7M -$241K -964 -2%
RCI
100
RS Crum Inc
California
$12.7M +$1.13M +4,530 +10%

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.