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Vanguard Small-Cap Growth ETF

997 hedge funds and large institutions have $10B invested in Vanguard Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 414 increasing their positions, 316 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $4.59M

63% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 63

31% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 316

9% more capital invested

Capital invested by funds: $9.24B → $10B (+$805M)

2% more funds holding

Funds holding: 976997 (+21)

2.13% less ownership

Funds ownership: 59.43%57.3% (-2.1%)

6% less funds holding in top 10

Funds holding in top 10: 5148 (-3)

Holders
997
Holders Change
+21
Holders Change %
+2.15%
% of All Funds
14.36%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
0.69%
New
103
Increased
414
Reduced
316
Closed
63
Calls
$11.5M
Puts
$4.59M
Net Calls
+$6.95M
Net Calls Change
+$3.78M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
201
Veery Capital
Delaware
$4.27M +$66.3K +270 +2%
GIA
202
Gladstone Institutional Advisory
Florida
$4.25M +$1.51M +6,149 +60%
CPIG
203
Chicago Partners Investment Group
Illinois
$4.23M +$309K +1,259 +8%
FHA
204
First Horizon Advisors
Tennessee
$4.22M +$71.7K +292 +2%
PWM
205
Perigon Wealth Management
California
$4.13M +$197K +801 +5%
TAM
206
Titleist Asset Management
Texas
$4.11M +$224K +911 +6%
HIC
207
Holderness Investments Company
North Carolina
$4.09M -$22.8K -93 -0.6%
Wealthfront Advisers
208
Wealthfront Advisers
California
$4.06M +$772K +3,145 +25%
GC
209
Grimes & Company
Massachusetts
$4M +$35.4K +144 +0.9%
BDF
210
Black Diamond Financial
Maryland
$3.97M
BCM
211
Brookstone Capital Management
Illinois
$3.94M +$3.19M +12,987 +606%
TVWM
212
Tower View Wealth Management
Wisconsin
$3.94M +$17.7K +72 +0.5%
DWM
213
Dopkins Wealth Management
New York
$3.93M +$114K +466 +3%
ACA
214
Ackerman Capital Advisors
Texas
$3.91M -$15.5K -63 -0.4%
CA
215
Cornerstone Advisory
Maryland
$3.87M +$1.72M +6,998 +89%
MWA
216
Martel Wealth Advisors
Washington
$3.85M -$138K -562 -4%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$3.82M +$164K +666 +5%
Envestnet Portfolio Solutions
218
Envestnet Portfolio Solutions
Illinois
$3.76M -$129K -526 -4%
SWA
219
SOA Wealth Advisors
New York
$3.72M +$11.5K +47 +0.3%
RA
220
Riversedge Advisors
Delaware
$3.71M +$370K +1,505 +12%
FTS
221
Fifth Third Securities
Ohio
$3.67M -$32.4K -132 -0.9%
NJIM
222
Nabity-Jensen Investment Management
Nebraska
$3.66M -$25.8K -105 -0.7%
LIA
223
LifePlan Investment Advisors
North Carolina
$3.65M +$1.24M +5,061 +57%
CFFP
224
Center for Financial Planning
Michigan
$3.63M -$50.1K -204 -1%
PA
225
Probity Advisors
Texas
$3.55M -$39.8K -162 -1%

VBK Hedge Fund Activity: Q1 2024 in Review

997 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2024, worth a combined $10B — up 8.7% from $9.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new VBK positions and 63 closed out — a net gain of 40 holders — while 414 added to existing stakes and 316 trimmed.

The largest buyer was Bank of America, adding an estimated $412M. The largest seller was Morgan Stanley, cutting an estimated $466M.

  • 997 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2024, up from 976 in Q4 2023.
  • Funds reported $10B of Vanguard Small-Cap Growth ETF stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 103 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2024 and 63 closed out, a net change of +40 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2024 was Bank of America, an estimated $412M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $466M sold.

Based on aggregated 13F filings for Q1 2024.