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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
BCIM
126
Bishop & Co Investment Management
Pennsylvania
$9.96M +$200K +782 +2%
JCM
127
Jacobsen Capital Management
Utah
$9.91M -$24.1K -94 -0.3%
OIA
128
OneDigital Investment Advisors
Kansas
$9.51M -$23.1K -90 -0.3%
PPW
129
Presilium Private Wealth
Pennsylvania
$9.44M +$216K +842 +2%
MWM
130
Marion Wealth Management
Pennsylvania
$9.04M +$266K +1,040 +3%
FHC
131
First Heartland Consultants
Missouri
$9.01M +$2.09M +8,153 +32%
JE
132
JMAC Enterprises
Pennsylvania
$8.98M +$735K +2,867 +9%
ACS
133
Archford Capital Strategies
Illinois
$8.88M +$94.8K +370 +1%
CWM
134
Congress Wealth Management
Massachusetts
$8.84M -$932K -3,639 -10%
AAS
135
Avantax Advisory Services
Texas
$8.77M +$308K +1,202 +4%
CFG
136
Clayton Financial Group
Missouri
$8.65M -$222K -867 -3%
HCMT
137
Highland Capital Management (Tennessee)
Tennessee
$8.62M +$101K +396 +1%
FPIS
138
Financial Planning & Information Services
Wisconsin
$8.57M +$212K +828 +3%
BRWA
139
B. Riley Wealth Advisors
Florida
$8.49M -$1.73M -6,763 -17%
AI
140
Arvest Investments
Arkansas
$8.38M -$45.4K -177 -0.6%
FOFP
141
Fee-Only Financial Planning
South Carolina
$8.31M -$9.48K -37 -0.1%
APP
142
Avantax Planning Partners
Iowa
$8.17M -$1.01M -3,959 -11%
William Blair & Company
143
William Blair & Company
Illinois
$8.16M +$42.5K +166 +0.5%
ASN
144
Advisory Services Network
Georgia
$8.16M
WA
145
Waverly Advisors
Alabama
$7.93M +$359K +1,402 +5%
MFG
146
Merit Financial Group
Georgia
$7.89M +$621K +2,423 +9%
TW
147
Towerpoint Wealth
California
$7.71M +$148K +579 +2%
VC
148
Veery Capital
Delaware
$7.66M +$2.95M +11,510 +67%
FFN
149
Focus Financial Network
Minnesota
$7.59M +$88.9K +347 +1%
ONB
150
Old National Bancorp
Indiana
$7.51M -$362K -1,414 -5%

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.