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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$7.31M +$442K +1,771 +6%
IFS
152
Ifrah Financial Services
Arkansas
$7.11M -$298K -1,196 -4%
TW
153
Towerpoint Wealth
California
$7.07M +$126K +504 +2%
WA
154
Waverly Advisors
Alabama
$7.06M +$560K +2,245 +9%
PLU
155
Performa Ltd (US)
South Carolina
$6.95M +$2.42M +9,685 +53%
CAWM
156
Capital Advisors Wealth Management
Washington
$6.94M +$15.5K +62 +0.2%
GIA
157
GHP Investment Advisors
Colorado
$6.85M +$23.7K +95 +0.3%
MFG
158
Merit Financial Group
Georgia
$6.78M -$416K -1,669 -6%
CM
159
Cornerstone Management
Georgia
$6.73M -$236K -944 -3%
FWM
160
Focused Wealth Management
New York
$6.7M +$283K +1,133 +4%
HWM
161
HB Wealth Management
Georgia
$6.48M +$688K +2,759 +12%
SC
162
Savant Capital
Illinois
$6.43M -$80.6K -323 -1%
Northern Trust
163
Northern Trust
Illinois
$6.3M +$85.6K +343 +1%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$6.25M +$447K +1,790 +8%
SW
165
SkyOak Wealth
Michigan
$6.14M +$17.5K +70 +0.3%
VNA
166
Valley National Advisers
Pennsylvania
$5.73M +$713K +2,859 +14%
RWA
167
River Wealth Advisors
Pennsylvania
$5.54M -$153K -615 -3%
QC
168
Quent Capital
New York
$5.5M +$602K +2,412 +12%
FPAS
169
Focus Partners Advisor Solutions
Missouri
$5.4M +$250K +1,001 +5%
PFPT
170
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.4M -$2.22M -8,884 -29%
FMTCOCP
171
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.37M +$58.9K +236 +1%
SWP
172
Stratos Wealth Partners
Ohio
$5.35M -$49.4K -198 -0.9%
BIP
173
Blue Investment Partners
California
$5.31M -$11.2K -45 -0.2%
TYCC
174
Texas Yale Capital Corp
Florida
$5.12M +$4.99K +20 +0.1%
LFP
175
Leeward Financial Partners
Washington
$5.08M +$464K +1,861 +10%

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.