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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
CBFP
1001
Cedar Brook Financial Partners
Ohio
-$455K -1,746 Closed
HA
1002
HC Advisors
Georgia
-$451K -1,731 Closed
CA
1003
CoreCap Advisors
Michigan
-$446K -1,711 Closed
Renaissance Technologies
1004
Renaissance Technologies
New York
-$443K -1,700 Closed
BFAG
1005
Blackston Financial Advisory Group
Florida
-$437K -1,678 Closed
WAG
1006
Wallace Advisory Group
California
-$366K -1,515 Closed
NEPWA
1007
New England Private Wealth Advisors
Massachusetts
-$384K -1,479 Closed
EC
1008
Estate Counselors
Wisconsin
-$374K -1,435 Closed
SAM
1009
Secure Asset Management
Michigan
-$372K -1,428 Closed
DFG
1010
Delta Financial Group
New Jersey
-$338K -1,298 Closed
NL
1011
NWAM LLC
Washington
-$319K -1,261 Closed
PWG
1012
Portside Wealth Group
Utah
-$318K -1,221 Closed
AWA
1013
Arkadios Wealth Advisors
Georgia
-$298K -1,142 Closed
DFG
1014
Dupree Financial Group
Kentucky
-$271K -1,038 Closed
RDWM
1015
Red Door Wealth Management
Tennessee
-$252K -968 Closed
H
1016
HoyleCohen
California
-$243K -933 Closed
CPW
1017
Cove Private Wealth
New York
-$242K -930 Closed
SEP
1018
Southland Equity Partners
Missouri
-$233K -893 Closed
WE
1019
Wealth Effects
Massachusetts
-$231K -887 Closed
PFA
1020
Pure Financial Advisors
California
-$230K -882 Closed
SFMG
1021
Sage Financial Management Group
Virginia
-$222K -853 Closed
BFG
1022
Berger Financial Group
Minnesota
-$210K -807 Closed
1WM
1023
1900 Wealth Management
Texas
-$210K -805 Closed
SWM
1024
Soundmark Wealth Management
Washington
-$206K -789 Closed
GAM
1025
Gemmer Asset Management
California
-$204K -783 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.