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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
NWWA
176
New Wave Wealth Advisors
Arkansas
$5.38M +$5.16M +20,134 New
AA
177
Advisory Alpha
Michigan
$5.36M +$46.9K +183 +0.9%
SIA
178
Strategic Investment Advisors
Michigan
$5.34M +$309K +1,204 +6%
AllianceBernstein
179
AllianceBernstein
Tennessee
$5.24M +$78.2K +305 +2%
MCM
180
Manchester Capital Management
Vermont
$5.14M -$40.2K -157 -0.8%
SWP
181
Stratos Wealth Partners
Ohio
$5.11M -$581K -2,266 -11%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$5.09M -$2.61M -10,190 -35%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$5.02M +$2.79M +10,895 +138%
IFG
184
Independent Financial Group
California
$5M +$62.3K +243 +1%
PP
185
Prosperity Planning
Missouri
$4.98M +$5.13K +20 +0.1%
TC
186
Tenret Company
Florida
$4.96M +$225K +880 +5%
BFS
187
Bradley Foster & Sargent
Connecticut
$4.94M
MBI
188
May Barnhard Investments
Maryland
$4.94M +$313K +1,221 +7%
CB
189
Commerce Bank
Missouri
$4.79M +$276K +1,078 +6%
GVAG
190
Great Valley Advisor Group
Delaware
$4.76M -$101K -394 -2%
EP
191
Essential Planning
New Hampshire
$4.75M -$23.6K -92 -0.5%
HI
192
Harbour Investments
Wisconsin
$4.75M +$3.46M +13,501 +317%
CPIG
193
Chicago Partners Investment Group
Illinois
$4.72M +$4.1K +16 +0.1%
VNA
194
Valley National Advisers
Pennsylvania
$4.69M -$1.37M -5,346 -23%
ABC
195
Associated Banc-Corp
Wisconsin
$4.69M +$1.35M +5,272 +43%
FHA
196
First Horizon Advisors
Tennessee
$4.63M +$333K +1,300 +8%
MBTD
197
Mechanics Bank - Trust Department
California
$4.52M +$330K +1,288 +8%
PA
198
Procyon Advisors
Connecticut
$4.5M +$162K +634 +4%
JIC
199
Joel Isaacson & Co
New York
$4.47M +$36.1K +141 +0.9%
BDF
200
Black Diamond Financial
Maryland
$4.44M +$256 +1 +0%

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.