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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
Cerity Partners
126
Cerity Partners
New York
$9.42M +$311K +1,246 +3%
CWA
127
Cornerstone Wealth Advisors
Minnesota
$9.42M +$156K +624 +2%
JCM
128
Jacobsen Capital Management
Utah
$9.3M -$158K -635 -2%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$9.23M +$639K +2,561 +7%
CWM
130
Congress Wealth Management
Massachusetts
$9.18M +$36.7K +147 +0.4%
BCIM
131
Bishop & Co Investment Management
Pennsylvania
$9.12M +$57.1K +229 +0.6%
OIA
132
OneDigital Investment Advisors
Kansas
$8.92M +$6.04M +24,200 +211%
SC
133
Swan Capital
Florida
$8.83M -$5.43M -21,772 -38%
CFG
134
Clayton Financial Group
Missouri
$8.67M +$422K +1,692 +5%
APP
135
Avantax Planning Partners
Iowa
$8.63M -$371K -1,489 -4%
PPW
136
Presilium Private Wealth
Pennsylvania
$8.62M +$433K +1,736 +5%
MWM
137
Marion Wealth Management
Pennsylvania
$8.2M +$84.8K +340 +1%
ASN
138
Advisory Services Network
Georgia
$8.16M +$1.11M +4,464 +16%
ACS
139
Archford Capital Strategies
Illinois
$8.04M +$185K +742 +2%
HCMT
140
Highland Capital Management (Tennessee)
Tennessee
$7.97M -$78.6K -315 -1%
AAS
141
Avantax Advisory Services
Texas
$7.91M +$619K +2,482 +9%
AI
142
Arvest Investments
Arkansas
$7.88M -$140K -560 -2%
FPIS
143
Financial Planning & Information Services
Wisconsin
$7.81M +$32.2K +129 +0.4%
FOFP
144
Fee-Only Financial Planning
South Carolina
$7.78M -$8.73K -35 -0.1%
JE
145
JMAC Enterprises
Pennsylvania
$7.68M +$223K +893 +3%
RA
146
RFG Advisory
Alabama
$7.62M -$316K -1,267 -4%
William Blair & Company
147
William Blair & Company
Illinois
$7.59M +$92.1K +369 +1%
RZH
148
Relyea Zuckerberg Hanson
Connecticut
$7.41M -$587K -2,354 -7%
ONB
149
Old National Bancorp
Indiana
$7.37M -$380K -1,522 -5%
FFN
150
Focus Financial Network
Minnesota
$7.36M -$51.1K -205 -0.7%

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.