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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
TCM
976
TruNorth Capital Management
Michigan
$4.17K +$3.93K +16 New
AGWCA
977
Annis Gardner Whiting Capital Advisors
Florida
$3.65K
NB
978
NBT Bank
New York
$3.65K
PCWA
979
Pacific Capital Wealth Advisors
California
$3.65K +$2.46K +10 +250%
FGA
980
Fortis Group Advisors
New Jersey
$3.39K -$3.19K -13 -50%
AWM
981
AllSquare Wealth Management
New York
$3.39K
PCMC
982
Planning Capital Management Corporation
Pennsylvania
$3.02K
MSS
983
Mitchell Sinkler & Starr
Pennsylvania
$2.87K -$58.7K -239 -96%
GWS
984
Glassman Wealth Services
Virginia
$2.61K -$2.7K -11 -52%
NC
985
NewSquare Capital
Pennsylvania
$2.61K
DF
986
DecisionPoint Financial
Arizona
$2.45K
CAM
987
Costello Asset Management
Pennsylvania
$2.09K
AFS
988
Annapolis Financial Services
Maryland
$1.56K -$24.6K -100 -94%
SN
989
Sittner & Nelson
Oregon
$1.56K +$1.47K +6 New
DCM
990
Davis Capital Management
Florida
$1.55K
WBC
991
West Branch Capital
Massachusetts
$1.3K
FPFS
992
First Personal Financial Services
North Carolina
$1.3K +$1.23K +5 New
CMP
993
Coston McIsaac & Partners
Maine
$1K
CPBTD
994
Central Pacific Bank - Trust Division
Hawaii
$775 +$737 +3 New
BFS
995
Bare Financial Services
Pennsylvania
$483 +$491 +2 New
AEPWM
996
Atlantic Edge Private Wealth Management
Florida
$261
MFA
997
Morling Financial Advisors
California
$138 +$246 +1 New
RG
998
Retirement Group
California
$23
1832 Asset Management
999
1832 Asset Management
Ontario, Canada
-$58M -239,702 Closed
B
1000
Bailard
California
-$6.53M -26,995 Closed

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.