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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
AA
176
Advisory Alpha
Michigan
$4.97M +$1.95M +7,807 +65%
MCM
177
Manchester Capital Management
Vermont
$4.85M -$254K -1,020 -5%
AllianceBernstein
178
AllianceBernstein
Tennessee
$4.82M +$380K +1,524 +9%
SIA
179
Strategic Investment Advisors
Michigan
$4.69M +$172K +690 +4%
PP
180
Prosperity Planning
Missouri
$4.65M +$70.9K +284 +2%
BFS
181
Bradley Foster & Sargent
Connecticut
$4.62M -$20.5K -82 -0.4%
IFG
182
Independent Financial Group
California
$4.62M -$5.49K -22 -0.1%
CI
183
CX Institutional
Indiana
$4.58M +$19.2K +77 +0.4%
CPIG
184
Chicago Partners Investment Group
Illinois
$4.57M +$80.8K +324 +2%
GVAG
185
Great Valley Advisor Group
Delaware
$4.55M +$7.73K +31 +0.2%
EP
186
Essential Planning
New Hampshire
$4.47M -$20K -80 -0.4%
TC
187
Tenret Company
Florida
$4.42M +$51.9K +208 +1%
MBI
188
May Barnhard Investments
Maryland
$4.31M +$150K +602 +4%
VC
189
Veery Capital
Delaware
$4.29M +$197K +791 +5%
BCM
190
Brookstone Capital Management
Illinois
$4.24M +$255K +1,024 +7%
CB
191
Commerce Bank
Missouri
$4.21M +$93.3K +374 +2%
PWM
192
Perigon Wealth Management
California
$4.2M +$244K +979 +6%
CWA
193
CJM Wealth Advisers
Virginia
$4.17M -$29.9K -120 -0.7%
BDF
194
Black Diamond Financial
Maryland
$4.15M +$38.9K +156 +0.9%
JIC
195
Joel Isaacson & Co
New York
$4.14M +$27.4K +110 +0.7%
PA
196
Procyon Advisors
Connecticut
$4.05M +$2.24M +8,994 +125%
FHA
197
First Horizon Advisors
Tennessee
$4M -$41.9K -168 -1%
Betterment LLC
198
Betterment LLC
New York
$3.99M -$284K -1,139 -7%
SWA
199
Stratos Wealth Advisors
Ohio
$3.97M +$2.7M +10,804 +213%
TAM
200
Titleist Asset Management
Texas
$3.92M -$23.2K -93 -0.6%

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.