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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
Two Sigma Advisers
1001
Two Sigma Advisers
New York
-$2.49M -10,300 Closed
CA
1002
Cambridge Associates
Massachusetts
-$2.22M -9,189 Closed
MNBTD
1003
Moody National Bank Trust Division
Texas
-$2.22M -9,189 Closed
FTUS
1004
Flow Traders U.S.
New York
-$2.1M -8,676 Closed
LAS
1005
Lloyd Advisory Services
Georgia
-$1.6M -6,626 Closed
FCG
1006
Financial Connections Group
California
-$1.54M -6,365 Closed
MWM
1007
Meridian Wealth Management
Kentucky
-$1.3M -5,377 Closed
WCM
1008
Winthrop Capital Management
Indiana
-$1.13M -4,655 Closed
HIC
1009
Hartline Investment Corp
Illinois
-$1.11M -4,601 Closed
SG
1010
StoneX Group
New York
-$1.1M -4,531 Closed
NWM
1011
Napa Wealth Management
California
-$1.06M -4,390 Closed
CG
1012
Corundum Group
Colorado
-$990K -4,096 Closed
WIA
1013
World Investment Advisors
California
-$885K -3,660 Closed
NPFS
1014
Novak & Powell Financial Services
Florida
-$858K -3,588 Closed
AWA
1015
Arete Wealth Advisors
Illinois
-$835K -3,454 Closed
RP
1016
Riverbridge Partners
Minnesota
-$588K -2,431 Closed
LA
1017
Lindenwold Advisors
Pennsylvania
-$559K -2,312 Closed
IA
1018
IFG Advisory
Georgia
-$451K -1,866 Closed
WA
1019
Win Advisors
Florida
-$420K -1,738 Closed
ARC
1020
Advisor Resource Council
Texas
-$391K -1,618 Closed
TCM
1021
Triumph Capital Management
Colorado
-$354K -1,464 Closed
WF
1022
WoodTrust Financial
Wisconsin
-$288K -1,192 Closed
CCM
1023
Carlson Capital Management
Minnesota
-$285K -1,180 Closed
SWP
1024
Strategic Wealth Partners
Ohio
-$284K -1,174 Closed
LCWP
1025
Legacy Capital Wealth Partners
Arkansas
-$277K -1,147 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.