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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
DCM
976
Davis Capital Management
Florida
$1.49K
WBC
977
West Branch Capital
Massachusetts
$1.25K
PCWA
978
Pacific Capital Wealth Advisors
California
$1K -$2.5K -10 -71%
CMP
979
Coston McIsaac & Partners
Maine
$1K
CPBTD
980
Central Pacific Bank - Trust Division
Hawaii
$750
EWP
981
Elevation Wealth Partners
California
$251 +$249 +1 New
PPP
982
Private Portfolio Partners
New Jersey
-$18.5M -70,792 Closed
QAM
983
Q3 Asset Management
Michigan
-$16.7M -64,041 Closed
FMP
984
Financial Management Professionals
Texas
-$7.21M -27,664 Closed
PCM
985
Penserra Capital Management
California
-$6.75M -25,890 Closed
WFM
986
Wolff Financial Management
Michigan
-$5.62M -21,564 Closed
WWS
987
Wellington Wealth Strategies
Indiana
-$3.4M -13,053 Closed
GAA
988
Global Assets Advisory
Florida
-$47K -12,141 Closed
KF
989
Krilogy Financial
Missouri
-$2.7M -10,341 Closed
WAM
990
Worth Asset Management
Texas
-$2.47M -9,480 Closed
ACM
991
Alethea Capital Management
Washington
-$2.08M -7,979 Closed
SLA
992
Silver Lake Advisory
Utah
-$1.89M -7,261 Closed
OFS
993
OneAscent Financial Services
Alabama
-$1.89M -7,232 Closed
TPW
994
Transatlantique Private Wealth
New York
-$894K -3,428 Closed
BWM
995
BCS Wealth Management
Tennessee
-$798K -3,059 Closed
HFRG
996
Houlihan Financial Resource Group
Virginia
-$719K -2,758 Closed
FC
997
Forte Capital
New York
-$672K -2,577 Closed
ITB
998
Idaho Trust Bank
Idaho
-$632K -2,424 Closed
SW
999
SVB Wealth
Massachusetts
-$594K -2,278 Closed
RFC
1000
Regions Financial Corp
Alabama
-$485K -1,860 Closed

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.