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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
Bank of America
1
Bank of America
North Carolina
$2.48B +$188M +732,755 +9%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$523M -$3.68M -14,370 -0.7%
Morgan Stanley
3
Morgan Stanley
New York
$457M +$1.79M +6,996 +0.4%
AA
4
Axiom Advisory
California
$432M +$30.3M +118,211 +8%
AssetMark Inc
5
AssetMark Inc
California
$376M +$12M +46,877 +3%
Corient Private Wealth
6
Corient Private Wealth
Florida
$252M +$8.38M +32,718 +4%
SEI Investments
7
SEI Investments
Pennsylvania
$234M -$2.45M -9,579 -1%
UBS Group
8
UBS Group
Switzerland
$231M +$8.43M +32,899 +4%
MG
9
Mather Group
Illinois
$207M -$2.52M -9,832 -1%
Wells Fargo
10
Wells Fargo
California
$196M -$4.8M -18,726 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$195M -$6.4M -24,988 -3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$189M -$2.01M -7,845 -1%
LPL Financial
13
LPL Financial
California
$183M +$2.09M +8,168 +1%
CL
14
Choreo LLC
Illinois
$134M +$190K +741 +0.1%
MGIA
15
Moneta Group Investment Advisors
Missouri
$125M +$5.4M +21,067 +5%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$109M -$6.82M -26,602 -6%
EWA
17
EP Wealth Advisors
California
$109M +$28.4M +110,959 +37%
CK
18
Cohen Klingenstein
New York
$97M
MML Investors Services
19
MML Investors Services
Massachusetts
$91.7M +$17.2M +66,977 +24%
Ameriprise
20
Ameriprise
Minnesota
$87M -$9.53M -37,195 -10%
MCCA
21
Mill Creek Capital Advisors
Pennsylvania
$84.1M +$1.19M +4,633 +1%
RWP
22
RWA Wealth Partners
Massachusetts
$80.3M -$885K -3,453 -1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$79.5M -$18.4K -72 -0%
Truist Financial
24
Truist Financial
North Carolina
$79.4M -$1.51M -5,898 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$76.2M +$835K +3,258 +1%

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.