We are live on ! Find out more
VBK icon

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
MBTD
201
Mechanics Bank - Trust Department
California
$3.91M +$995K +3,989 +34%
TPI
202
Trust Point Inc
Wisconsin
$3.9M -$2.24M -8,992 -37%
ACA
203
Ackerman Capital Advisors
Texas
$3.88M +$129K +519 +3%
HIC
204
Holderness Investments Company
North Carolina
$3.85M -$76.1K -305 -2%
CTC
205
Central Trust Company
Missouri
$3.79M -$353K -1,413 -9%
TVWM
206
Tower View Wealth Management
Wisconsin
$3.79M +$8.98K +36 +0.2%
DWM
207
Dopkins Wealth Management
New York
$3.76M -$13.5K -54 -0.4%
Envestnet Portfolio Solutions
208
Envestnet Portfolio Solutions
Illinois
$3.76M +$148K +595 +4%
GC
209
Grimes & Company
Massachusetts
$3.75M -$88.6K -355 -2%
AWS
210
Atria Wealth Solutions
New York
$3.75M -$2.15M -8,630 -37%
MWA
211
Martel Wealth Advisors
Washington
$3.71M +$20.7K +83 +0.6%
CA
212
Cornerstone Advisory
Maryland
$3.68M -$35.2K -141 -0.9%
LIA
213
LifePlan Investment Advisors
North Carolina
$3.65M +$144K +576 +4%
RA
214
Riversedge Advisors
Delaware
$3.64M +$82.8K +332 +2%
Wealthfront Advisers
215
Wealthfront Advisers
California
$3.58M -$307K -1,232 -8%
NJIM
216
Nabity-Jensen Investment Management
Nebraska
$3.57M +$59.4K +238 +2%
FTS
217
Fifth Third Securities
Ohio
$3.48M -$47.4K -190 -1%
EA
218
Eclectic Associates
California
$3.47M +$66.4K +266 +2%
AAP
219
Arax Advisory Partners
Colorado
$3.45M -$1.78M -7,124 -34%
Citigroup
220
Citigroup
New York
$3.42M -$915K -3,666 -21%
HNB
221
Huntington National Bank
Ohio
$3.41M
EFG
222
Everhart Financial Group
Ohio
$3.4M +$123K +495 +4%
CFFP
223
Center for Financial Planning
Michigan
$3.39M -$91.3K -366 -3%
CFD
224
Creative Financial Designs
Indiana
$3.39M +$4.74K +19 +0.1%
MAM
225
Mainsail Asset Management
Alabama
$3.39M +$78.8K +316 +2%

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.