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Vanguard Small-Cap Growth ETF

1,021 hedge funds and large institutions have $10.8B invested in Vanguard Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 390 increasing their positions, 332 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 31

82% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.54M

17% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 332

12% more funds holding in top 10

Funds holding in top 10: 4247 (+5)

9% more capital invested

Capital invested by funds: $9.94B → $10.8B (+$893M)

4% more funds holding

Funds holding: 9801,021 (+41)

1.39% more ownership

Funds ownership: 58.95%60.34% (+1.4%)

Holders
1,021
Holders Change
+41
Holders Change %
+4.18%
% of All Funds
14.66%
Holding in Top 10
47
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.9%
% of All Funds
0.67%
New
84
Increased
390
Reduced
332
Closed
31
Calls
$13.7M
Puts
$7.54M
Net Calls
+$6.2M
Net Calls Change
+$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1001
Rakuten Securities
Japan
$4.28K -$12K -47 -75%
TCM
1002
TruNorth Capital Management
Michigan
$4.28K
AGWCA
1003
Annis Gardner Whiting Capital Advisors
Florida
$3.74K
AWM
1004
AllSquare Wealth Management
New York
$3.48K
FGA
1005
Fortis Group Advisors
New Jersey
$3.48K
MSS
1006
Mitchell Sinkler & Starr
Pennsylvania
$2.94K
CFO
1007
CVA Family Office
Colorado
$2.67K
DF
1008
DecisionPoint Financial
Arizona
$2.67K
NC
1009
NewSquare Capital
Pennsylvania
$2.67K
CAM
1010
Costello Asset Management
Pennsylvania
$2.14K
WIM
1011
Westside Investment Management
California
$1.78K -$25.4K -99 -93%
AFS
1012
Annapolis Financial Services
Maryland
$1.6K
AEPWM
1013
Atlantic Edge Private Wealth Management
Florida
$1.6K
DCM
1014
Davis Capital Management
Florida
$1.6K
DF
1015
Dunhill Financial
United Kingdom
$1.34K +$1.28K +5 New
SWM
1016
Sugarloaf Wealth Management
Georgia
$1.34K +$1.28K +5 New
WOC
1017
West Oak Capital
California
$1.31K -$33.3K -130 -21%
PCWA
1018
Pacific Capital Wealth Advisors
California
$1.07K
CPBTD
1019
Central Pacific Bank - Trust Division
Hawaii
$802
MFA
1020
McClarren Financial Advisors
Pennsylvania
$333 +$66.1K +258 +8%
EWP
1021
Elevation Wealth Partners
California
$268
CMP
1022
Coston McIsaac & Partners
Maine
$1
LWM
1023
Liberty Wealth Management
California
-$22K -16,281 Closed
MPW
1024
MGO Private Wealth
California
-$1.28M -5,098 Closed
QC
1025
Quadrature Capital
United Kingdom
-$627K -2,510 Closed

VBK Hedge Fund Activity: Q3 2024 in Review

1,021 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2024, worth a combined $10.8B — up 9% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VBK positions and 31 closed out — a net gain of 53 holders — while 390 added to existing stakes and 332 trimmed.

The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Strategic Financial Concepts, cutting an estimated $80.4M.

  • 1,021 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2024, up from 980 in Q2 2024.
  • Funds reported $10.8B of Vanguard Small-Cap Growth ETF stock for Q3 2024, up 9% quarter-over-quarter.
  • 84 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2024 and 31 closed out, a net change of +53 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q3 2024 was Bank of America, an estimated $188M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $80.4M sold.

Based on aggregated 13F filings for Q3 2024.