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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
KAS
101
Kestra Advisory Services
Texas
$12.7M +$1.11M +4,434 +9%
CAM
102
Congress Asset Management
Massachusetts
$12.5M -$4.03M -16,152 -24%
PWP
103
Perfromance Wealth Partners
Illinois
$12.1M -$2.65M -10,602 -18%
RIA
104
Retirement Investment Advisors
Oklahoma
$12M +$12M +48,025 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$11.8M -$266K -1,067 -2%
VF
106
Vawter Financial
Ohio
$11.7M +$358K +1,435 +3%
HB
107
HTLF Bank
Colorado
$11.7M +$222K +890 +2%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$11.7M +$3.19M +12,792 +38%
GC
109
Garde Capital
Washington
$11.4M -$333K -1,336 -3%
WMWM
110
Whitaker-Myers Wealth Managers
Ohio
$11.2M +$2.29M +9,172 +26%
WA
111
WP Advisors
California
$11M -$394K -1,580 -3%
GT
112
Glenmede Trust
Pennsylvania
$10.9M -$15.5K -62 -0.1%
EDRIA
113
Edmonds Duncan Registered Investment Advisors
Kansas
$10.6M +$9.48K +38 +0.1%
WB
114
WesBanco Bank
West Virginia
$10.6M +$4.77M +19,130 +83%
AWA
115
Aaron Wealth Advisors
Illinois
$10.5M +$170K +680 +2%
SA
116
Sanctuary Advisors
Indiana
$10.5M +$10.7M +42,737 New
PWM
117
Praetorian Wealth Management
California
$10.5M +$160K +643 +2%
SPIA
118
Steward Partners Investment Advisory
New York
$10.4M +$108K +432 +1%
CFB
119
Cullen/Frost Bankers
Texas
$10.3M -$121K -484 -1%
FA
120
FC Advisory
Pennsylvania
$10M -$149K -597 -1%
BRWA
121
B. Riley Wealth Advisors
Florida
$9.69M -$6.87M -27,528 -42%
BCWM
122
Bartlett & Co Wealth Management
Ohio
$9.69M -$102K -408 -1%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$9.64M -$225K -902 -2%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$9.52M -$425K -1,702 -4%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$9.52M +$9.49M +38,043 New

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.