We are live on ! Find out more
VBK icon

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
PPW
101
Pasadena Private Wealth
California
$13.5M +$243K +988 +2%
SF
102
Safeguard Financial
Wisconsin
$13.1M +$1.79M +7,287 +17%
CF
103
Corrigan Financial
Rhode Island
$12.8M +$228K +928 +2%
KAS
104
Kestra Advisory Services
Texas
$12.6M +$855K +3,479 +8%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$12.6M +$2.58M +10,502 +28%
GC
106
Garde Capital
Washington
$12.3M -$344K -1,401 -3%
RCI
107
RS Crum Inc
California
$12.1M +$47.2K +192 +0.4%
HB
108
HTLF Bank
Colorado
$12M -$263K -1,072 -2%
WA
109
WP Advisors
California
$11.9M -$150K -612 -1%
VF
110
Vawter Financial
Ohio
$11.9M +$154K +626 +1%
GT
111
Glenmede Trust
Pennsylvania
$11.4M +$2.35M +9,580 +28%
EDRIA
112
Edmonds Duncan Registered Investment Advisors
Kansas
$11.1M +$117K +478 +1%
CFB
113
Cullen/Frost Bankers
Texas
$10.9M -$87.7K -357 -0.8%
AWA
114
Aaron Wealth Advisors
Illinois
$10.8M +$435K +1,772 +4%
PWM
115
Praetorian Wealth Management
California
$10.7M +$148K +601 +1%
SPIA
116
Steward Partners Investment Advisory
New York
$10.7M +$502K +2,042 +5%
FA
117
FC Advisory
Pennsylvania
$10.6M +$8.11K +33 +0.1%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$10.4M +$30.9K +126 +0.3%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$10.3M -$1.19M -4,862 -11%
BCWM
120
Bartlett & Co Wealth Management
Ohio
$10.2M -$60.9K -248 -0.6%
JCM
121
Jacobsen Capital Management
Utah
$9.86M -$1.83M -7,438 -16%
CWA
122
Cornerstone Wealth Advisors
Minnesota
$9.65M +$360K +1,464 +4%
CWM
123
Congress Wealth Management
Massachusetts
$9.53M +$18.2K +74 +0.2%
BCIM
124
Bishop & Co Investment Management
Pennsylvania
$9.44M -$8.02M -32,650 -47%
Cerity Partners
125
Cerity Partners
New York
$9.42M +$76.1K +310 +0.9%

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.