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Vanguard Small-Cap Growth ETF

1,120 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 409 increasing their positions, 331 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 41

30% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $10.2M

24% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 331

15% more capital invested

Capital invested by funds: $10.8B → $12.4B (+$1.58B)

10% more funds holding

Funds holding: 1,0211,120 (+99)

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

0.31% less ownership

Funds ownership: 60.34%60.03% (-0.31%)

Holders
1,120
Holders Change
+99
Holders Change %
+9.7%
% of All Funds
14.75%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.66%
New
166
Increased
409
Reduced
331
Closed
41
Calls
$13.3M
Puts
$10.2M
Net Calls
+$3.08M
Net Calls Change
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.68B +$84.2M +297,840 +3%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$769M
Jones Financial Companies
3
Jones Financial Companies
Missouri
$536M -$12M -42,411 -2%
Morgan Stanley
4
Morgan Stanley
New York
$505M +$26.3M +92,950 +5%
AssetMark Inc
5
AssetMark Inc
California
$409M +$14.5M +51,314 +4%
EP
6
Essential Planning
New Hampshire
$313M +$309M +1,091,640 +6,144%
Corient Private Wealth
7
Corient Private Wealth
Florida
$266M +$2.46M +8,713 +0.9%
UBS Group
8
UBS Group
Switzerland
$247M +$6.06M +21,429 +2%
SEI Investments
9
SEI Investments
Pennsylvania
$245M +$709K +2,508 +0.3%
Wells Fargo
10
Wells Fargo
California
$240M +$34.4M +121,770 +17%
MG
11
Mather Group
Illinois
$211M -$5.75M -20,349 -3%
LPL Financial
12
LPL Financial
California
$209M +$17.7M +62,635 +9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$195M -$2.08M -7,357 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$190M -$14M -49,560 -7%
CK
15
Cohen Klingenstein
New York
$189M +$88.3M +312,395 +86%
CL
16
Choreo LLC
Illinois
$150M +$7.91M +27,977 +6%
MGIA
17
Moneta Group Investment Advisors
Missouri
$136M +$4.68M +16,558 +4%
Raymond James Financial
18
Raymond James Financial
Florida
$131M +$132M +466,559 New
Ameriprise
19
Ameriprise
Minnesota
$129M +$38.4M +135,912 +42%
EWA
20
EP Wealth Advisors
California
$129M +$15.1M +53,391 +13%
TIAA Trust, National Association
21
TIAA Trust, National Association
North Carolina
$118M +$3.73M +13,201 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$104M +$7.54M +26,685 +8%
RWP
23
RWA Wealth Partners
Massachusetts
$89.8M +$5.76M +20,371 +7%
MCCA
24
Mill Creek Capital Advisors
Pennsylvania
$89.1M +$953K +3,373 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$85.3M +$18.5M +65,320 +27%

VBK Hedge Fund Activity: Q4 2024 in Review

1,120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q4 2024, worth a combined $12.4B — up 15% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new VBK positions and 41 closed out — a net gain of 125 holders — while 409 added to existing stakes and 331 trimmed.

The largest buyer was Essential Planning, adding an estimated $309M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $41.9M sold.

  • 1,120 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q4 2024, up from 1,021 in Q3 2024.
  • Funds reported $12.4B of Vanguard Small-Cap Growth ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 166 funds opened new Vanguard Small-Cap Growth ETF positions in Q4 2024 and 41 closed out, a net change of +125 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q4 2024 was Essential Planning, an estimated $309M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q4 2024 was Balyasny Asset Management, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2024.