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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
IFS
151
Ifrah Financial Services
Arkansas
$7.5M -$86.3K -337 -1%
HWM
152
HB Wealth Management
Georgia
$7.5M +$552K +2,153 +8%
RZH
153
Relyea Zuckerberg Hanson
Connecticut
$7.48M -$428K -1,669 -6%
FWM
154
Focused Wealth Management
New York
$7.46M +$281K +1,096 +4%
PLU
155
Performa Ltd (US)
South Carolina
$7.45M +$11.8K +46 +0.2%
CAWM
156
Capital Advisors Wealth Management
Washington
$7.41M -$5.64K -22 -0.1%
GIA
157
GHP Investment Advisors
Colorado
$7.25M -$76.9K -300 -1%
RA
158
RFG Advisory
Alabama
$7.25M -$866K -3,380 -11%
RSWM
159
Robertson Stephens Wealth Management
California
$7.17M +$6.87M +26,811 New
FPAS
160
Focus Partners Advisor Solutions
Missouri
$7.13M +$1.29M +5,046 +23%
CM
161
Cornerstone Management
Georgia
$6.99M -$189K -738 -3%
Northern Trust
162
Northern Trust
Illinois
$6.84M +$95.8K +374 +1%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$6.8M +$121K +474 +2%
SC
164
Savant Capital
Illinois
$6.57M -$287K -1,121 -4%
SC
165
Swan Capital
Florida
$6.27M -$3.04M -11,852 -34%
SW
166
SkyOak Wealth
Michigan
$6.16M -$391K -1,525 -6%
BIP
167
Blue Investment Partners
California
$6.1M +$414K +1,614 +8%
FMTCOCP
168
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.95M +$204K +798 +4%
RWA
169
River Wealth Advisors
Pennsylvania
$5.9M -$19.5K -76 -0.3%
QC
170
Quent Capital
New York
$5.81M -$60K -234 -1%
PFPT
171
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.7M -$59.7K -233 -1%
TYCC
172
Texas Yale Capital Corp
Florida
$5.58M +$101K +393 +2%
LFP
173
Leeward Financial Partners
Washington
$5.57M +$127K +496 +2%
WFM
174
Wolff Financial Management
Michigan
$5.5M +$5.28M +20,591 New
HOWA
175
Heritage Oak Wealth Advisors
Florida
$5.38M +$5.16M +20,134 New

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.