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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
APP
126
Avantax Planning Partners
Iowa
$9.39M -$1.06M -4,307 -11%
WMWM
127
Whitaker-Myers Wealth Managers
Ohio
$9.3M +$1.8M +7,338 +26%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$8.96M -$484K -1,970 -5%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$8.83M -$1.69M -6,893 -17%
PPW
130
Presilium Private Wealth
Pennsylvania
$8.54M +$8.6K +35 +0.1%
MWM
131
Marion Wealth Management
Pennsylvania
$8.46M -$111K -453 -1%
HCMT
132
Highland Capital Management (Tennessee)
Tennessee
$8.39M -$374K -1,522 -5%
AI
133
Arvest Investments
Arkansas
$8.36M -$497K -2,022 -6%
RZH
134
Relyea Zuckerberg Hanson
Connecticut
$8.34M -$381K -1,552 -5%
RA
135
RFG Advisory
Alabama
$8.28M +$2.63M +10,717 +51%
CFG
136
Clayton Financial Group
Missouri
$8.22M +$394K +1,606 +5%
ACS
137
Archford Capital Strategies
Illinois
$8.18M +$825K +3,358 +12%
FOFP
138
Fee-Only Financial Planning
South Carolina
$8.12M -$3.19K -13 -0%
FPIS
139
Financial Planning & Information Services
Wisconsin
$8.11M -$384K -1,564 -5%
ONB
140
Old National Bancorp
Indiana
$8.08M -$544K -2,215 -7%
PFPT
141
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.94M -$170K -692 -2%
William Blair & Company
142
William Blair & Company
Illinois
$7.82M +$300K +1,221 +4%
JE
143
JMAC Enterprises
Pennsylvania
$7.78M +$784K +3,193 +12%
IFS
144
Ifrah Financial Services
Arkansas
$7.72M +$293K +1,193 +4%
AAS
145
Avantax Advisory Services
Texas
$7.59M -$46.4K -189 -0.6%
RWG
146
Ratio Wealth Group
Colorado
$7.38M +$539K +2,196 +8%
ASN
147
Advisory Services Network
Georgia
$7.34M +$2.72M +11,069 +65%
CM
148
Cornerstone Management
Georgia
$7.26M +$63.6K +259 +0.9%
TW
149
Towerpoint Wealth
California
$7.24M +$94.3K +384 +1%
CAWM
150
Capital Advisors Wealth Management
Washington
$7.22M -$2.45M -9,966 -26%

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.