We are live on ! Find out more
VBK icon

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
TC
201
TownSquare Capital
Utah
$4.44M +$1.05M +4,106 +33%
TPI
202
Trust Point Inc
Wisconsin
$4.39M +$204K +795 +5%
CWA
203
CJM Wealth Advisers
Virginia
$4.38M -$99.7K -389 -2%
CI
204
CX Institutional
Indiana
$4.33M -$548K -2,138 -12%
Citigroup
205
Citigroup
New York
$4.31M +$631K +2,464 +18%
TAM
206
Titleist Asset Management
Texas
$4.29M +$95.3K +372 +2%
SWA
207
Stratos Wealth Advisors
Ohio
$4.27M +$30K +117 +0.7%
GAM
208
Gemmer Asset Management
California
$4.25M +$4.07M +15,883 New
Wealthfront Advisers
209
Wealthfront Advisers
California
$4.17M +$323K +1,262 +9%
ACA
210
Ackerman Capital Advisors
Texas
$4.15M +$4.36K +17 +0.1%
LIA
211
LifePlan Investment Advisors
North Carolina
$4.13M +$218K +850 +6%
Betterment LLC
212
Betterment LLC
New York
$4.11M -$144K -563 -4%
MPM
213
Meritage Portfolio Management
Kansas
$4.09M +$1.05M +4,093 +36%
HIC
214
Holderness Investments Company
North Carolina
$4.05M -$56.9K -222 -1%
GC
215
Grimes & Company
Massachusetts
$4.05M +$40.7K +159 +1%
TVWM
216
Tower View Wealth Management
Wisconsin
$4.03M -$22.5K -88 -0.6%
EA
217
Eclectic Associates
California
$3.99M +$264K +1,029 +7%
MWA
218
Martel Wealth Advisors
Washington
$3.94M -$37.7K -147 -1%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$3.94M -$76.4K -298 -2%
BWM
220
Brophy Wealth Management
New Hampshire
$3.92M +$3.76M +14,671 New
RA
221
Riversedge Advisors
Delaware
$3.92M +$22.5K +88 +0.6%
CA
222
Cornerstone Advisory
Maryland
$3.89M -$42.5K -166 -1%
NJIM
223
Nabity-Jensen Investment Management
Nebraska
$3.82M +$9.48K +37 +0.3%
CTC
224
Central Trust Company
Missouri
$3.81M -$233K -910 -6%
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
$3.77M -$6.14M -23,956 -63%

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.