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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
CF
101
Corrigan Financial
Rhode Island
$13.4M +$225K +879 +2%
KAS
102
Kestra Advisory Services
Texas
$13.4M -$763K -2,977 -6%
WMWM
103
Whitaker-Myers Wealth Managers
Ohio
$12.9M +$896K +3,495 +8%
VF
104
Vawter Financial
Ohio
$12.9M +$320K +1,248 +3%
SA
105
Sanctuary Advisors
Indiana
$12.7M +$11K +43 +0.1%
HB
106
HTLF Bank
Colorado
$12.7M +$175K +684 +1%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$12.7M +$92.8K +362 +0.8%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$12.4M -$50.2K -196 -0.4%
GC
109
Garde Capital
Washington
$12M -$176K -688 -2%
EDRIA
110
Edmonds Duncan Registered Investment Advisors
Kansas
$12M +$570K +2,225 +5%
PWP
111
Perfromance Wealth Partners
Illinois
$11.8M -$1.09M -4,242 -9%
GT
112
Glenmede Trust
Pennsylvania
$11.7M +$21K +82 +0.2%
SPIA
113
Steward Partners Investment Advisory
New York
$11.4M +$317K +1,238 +3%
WB
114
WesBanco Bank
West Virginia
$11.2M -$150K -584 -1%
CFB
115
Cullen/Frost Bankers
Texas
$11.1M +$88.7K +346 +0.8%
PWM
116
Praetorian Wealth Management
California
$11M -$213K -831 -2%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$10.8M +$554K +2,163 +6%
FA
118
FC Advisory
Pennsylvania
$10.8M +$12.6K +49 +0.1%
WA
119
WP Advisors
California
$10.5M -$1.26M -4,929 -11%
CWA
120
Cornerstone Wealth Advisors
Minnesota
$10.4M +$296K +1,155 +3%
BCWM
121
Bartlett & Co Wealth Management
Ohio
$10.3M +$10.2K +40 +0.1%
CAM
122
Congress Asset Management
Massachusetts
$10.3M -$2.92M -11,381 -23%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$10.3M +$404K +1,577 +4%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$10.1M -$38.4K -150 -0.4%
Cerity Partners
125
Cerity Partners
New York
$10.1M +$15.9K +62 +0.2%

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.