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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
TSS
1026
Two Sigma Securities
New York
-$273K -1,130 Closed
KL
1027
KWMG LLC
Kansas
-$273K -1,129 Closed
NCM
1028
Novare Capital Management
North Carolina
-$271K -1,120 Closed
FA
1029
FDx Advisors
Illinois
-$269K -1,113 Closed
BNP Paribas Financial Markets
1030
BNP Paribas Financial Markets
France
-$265K -1,096 Closed
PAG
1031
Private Advisory Group
Washington
-$261K -1,078 Closed
MW
1032
Marcum Wealth
Ohio
-$235K -970 Closed
BMCM
1033
Bryn Mawr Capital Management
Pennsylvania
-$220K -909 Closed
EFG
1034
Embree Financial Group
Illinois
-$220K -909 Closed
FL
1035
FreeGulliver LLC
Louisiana
-$218K -901 Closed
SFWC
1036
Strategic Family Wealth Counselors
New Jersey
-$206K -853 Closed
NMG
1037
New Millennium Group
Utah
-$188K -779 Closed
LA
1038
LM Advisors
California
-$169K -700 Closed
ODG
1039
O'Dell Group
Ohio
-$162K -672 Closed
Barclays
1040
Barclays
United Kingdom
-$128K -530 Closed
PAIM
1041
Punch & Associates Investment Management
Minnesota
-$97.4K -403 Closed
CG
1042
Cutler Group
California
-$98.3K -400 Closed
PS
1043
Planned Solutions
California
-$88.2K -365 Closed
MRCM
1044
M&R Capital Management
New Jersey
-$76.9K -318 Closed
ASBI
1045
American State Bank (Iowa)
Iowa
-$48.8K -202 Closed
BCM
1046
Bourgeon Capital Management
Connecticut
-$36.8K -152 Closed
FCAS
1047
First Command Advisory Services
Texas
-$29.7K -121 -88%
OP
1048
ORG Partners
Indiana
-$27.1K -112 Closed
PWMG
1049
Private Wealth Management Group
New Jersey
-$25.6K -106 Closed
RCM
1050
Richardson Capital Management
Wisconsin
-$21.3K -88 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.