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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
PTC
1026
Philadelphia Trust Company
Pennsylvania
-$204K -783 Closed
CTFG
1027
Capstone Triton Financial Group
Oklahoma
-$204K -782 Closed
CFS
1028
Cannon Financial Strategists
Georgia
-$204K -781 Closed
RT
1029
Rockland Trust
Massachusetts
-$203K -780 Closed
KFGK
1030
Keystone Financial Group (Kentucky)
Kentucky
-$203K -779 Closed
RW
1031
REDW Wealth
New Mexico
-$202K -773 Closed
BIM
1032
Baldwin Investment Management
Pennsylvania
-$201K -770 Closed
MLFP
1033
MPS Loria Financial Planners
Illinois
-$201K -770 Closed
CWM
1034
CarsonAllaria Wealth Management
Illinois
-$120K -462 Closed
TC
1035
Truvestments Capital
Florida
-$78.2K -300 Closed
WIA
1036
Wetzel Investment Advisors
Indiana
-$24.5K -102 Closed
WPWM
1037
Western Pacific Wealth Management
Illinois
-$24K -92 Closed
Qube Research & Technologies (QRT)
1038
Qube Research & Technologies (QRT)
United Kingdom
-$22.2K -85 Closed
WIC
1039
Woodmont Investment Counsel
Tennessee
-$18.3K -70 Closed
VL
1040
Vima LLC
Michigan
-$13K -60 Closed
NMM
1041
Naples Money Management
Florida
-$14.6K -56 Closed
LF
1042
LifeSteps Financial
California
-$14.3K -55 Closed
SWS
1043
SYSTM Wealth Solutions
Illinois
-$9.79K -38 Closed
IPW
1044
Impact Partnership Wealth
Georgia
-$5.07K -19 Closed
GWS
1045
Glassman Wealth Services
Virginia
-$2.61K -10 Closed
SN
1046
Sittner & Nelson
Oregon
-$1.56K -6 Closed
BFS
1047
Bare Financial Services
Pennsylvania
-$483 -2 Closed
MFA
1048
Morling Financial Advisors
California
-$138 -1 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.