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Vanguard Small-Cap Growth ETF

1,077 hedge funds and large institutions have $10.2B invested in Vanguard Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 431 increasing their positions, 377 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $8.28M

14% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 377

0.92% less ownership

Funds ownership: 60.03%59.11% (-0.92%)

4% less funds holding

Funds holding: 1,1201,077 (-43)

18% less capital invested

Capital invested by funds: $12.4B → $10.2B (-$2.2B)

18% less funds holding in top 10

Funds holding in top 10: 5041 (-9)

26% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 89

Holders
1,077
Holders Change
-43
Holders Change %
-3.84%
% of All Funds
14.44%
Holding in Top 10
41
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18%
% of All Funds
0.55%
New
66
Increased
431
Reduced
377
Closed
89
Calls
$11.8M
Puts
$8.28M
Net Calls
+$3.5M
Net Calls Change
+$419K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.48B +$77.9M +280,996 +3%
Morgan Stanley
2
Morgan Stanley
New York
$472M +$19.9M +71,911 +4%
AssetMark Inc
3
AssetMark Inc
California
$381M +$15.4M +55,465 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$249M +$214M +773,005 +359%
Corient Private Wealth
5
Corient Private Wealth
Florida
$241M +$1.97M +7,093 +0.7%
SEI Investments
6
SEI Investments
Pennsylvania
$232M +$12.4M +44,695 +5%
Wells Fargo
7
Wells Fargo
California
$223M +$7.91M +28,531 +3%
UBS Group
8
UBS Group
Switzerland
$218M -$5.08M -18,339 -2%
LPL Financial
9
LPL Financial
California
$208M +$22.6M +81,727 +11%
MG
10
Mather Group
Illinois
$202M +$13.7M +49,282 +7%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$176M +$212K +766 +0.1%
CK
12
Cohen Klingenstein
New York
$171M +$1.02M +3,680 +0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$165M -$6.07M -21,918 -3%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$164M -$351M -1,265,872 -66%
EWA
15
EP Wealth Advisors
California
$151M +$39.1M +141,196 +31%
CL
16
Choreo LLC
Illinois
$129M -$6.53M -23,566 -4%
MGIA
17
Moneta Group Investment Advisors
Missouri
$123M +$1.32M +4,781 +1%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$118M +$13.4M +48,267 +11%
Raymond James Financial
19
Raymond James Financial
Florida
$117M -$918K -3,314 -0.7%
Ameriprise
20
Ameriprise
Minnesota
$104M -$12.8M -46,229 -10%
WANY
21
Wealthspire Advisors (New York)
New York
$93.9M +$50.7M +182,955 +96%
MML Investors Services
22
MML Investors Services
Massachusetts
$90.2M -$3.19M -11,508 -3%
RWP
23
RWA Wealth Partners
Massachusetts
$84M +$3.58M +12,918 +4%
HighTower Advisors
24
HighTower Advisors
Illinois
$81.2M +$9.83M +35,489 +12%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$80.4M +$353K +1,275 +0.4%

VBK Hedge Fund Activity: Q1 2025 in Review

1,077 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2025, worth a combined $10.2B — down 18% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of VBK and 66 opened new positions — a net loss of 23 holders — while 377 trimmed existing stakes and 431 added.

The largest buyer was Royal Bank of Canada, adding an estimated $214M. The largest seller was Jones Financial Companies, cutting an estimated $351M.

  • 1,077 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2025, down from 1,120 in Q4 2024.
  • Funds reported $10.2B of Vanguard Small-Cap Growth ETF stock for Q1 2025, down 18% quarter-over-quarter.
  • 66 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2025 and 89 closed out, a net change of -23 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2025 was Royal Bank of Canada, an estimated $214M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2025 was Jones Financial Companies, an estimated $351M sold.

Based on aggregated 13F filings for Q1 2025.