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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

972 hedge funds and large institutions have $9.22B invested in Vanguard Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 392 increasing their positions, 258 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
+108
Holders Change %
+12.5%
% of All Funds
14.25%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.73%
New
164
Increased
392
Reduced
258
Closed
45
Calls
$10.5M
Puts
$7.37M
Net Calls
+$3.17M
Net Calls Change
-$1.21M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$470M
2
Bank of America
Bank of America
North Carolina
+$220M
3
Goldman Sachs
Goldman Sachs
New York
+$51.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$20.4M
5
CAN
Cetera Advisor Networks
California
+$19.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$46.9M
3
PLFA
Pacific Life Fund Advisors
California
-$29.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.4M
5
UCFA
United Capital Financial Advisors
Texas
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
Riversedge Advisors
Delaware
$3.08M +$208K +861 +7%
CWM
227
Cornerstone Wealth Management
Missouri
$3.07M -$36.5K -151 -1%
MCWS
228
McKinley Carter Wealth Services
West Virginia
$3.04M -$37.7K -156 -1%
VNA
229
Valley National Advisers
Pennsylvania
$3.02M +$2.63M +10,873 +677%
EWM
230
Evergreen Wealth Management
Michigan
$3M +$73K +302 +2%
Wealthfront Advisers
231
Wealthfront Advisers
California
$3M +$367K +1,517 +14%
SWM
232
Shelton Wealth Management
Texas
$2.93M -$772K -3,193 -21%
EFG
233
Everhart Financial Group
Ohio
$2.93M +$67K +277 +2%
ABC
234
Associated Banc-Corp
Wisconsin
$2.92M +$966K +3,997 +49%
VCA
235
Verdence Capital Advisors
Maryland
$2.91M +$337K +1,395 +13%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$2.91M -$507K -2,095 -15%
Financial Engines Advisors
237
Financial Engines Advisors
California
$2.91M +$707K +2,925 +32%
CWM
238
Cranbrook Wealth Management
Michigan
$2.88M -$79.5K -329 -3%
MWM
239
MTC Wealth Management
Florida
$2.86M -$101K -416 -3%
CFD
240
Creative Financial Designs
Indiana
$2.86M +$366K +1,514 +15%
MAM
241
Mainsail Asset Management
Alabama
$2.85M +$2.85M +11,794 New
NW
242
NewEdge Wealth
Pennsylvania
$2.8M +$351K +1,451 +14%
SWM
243
SilverOak Wealth Management
Minnesota
$2.79M +$2.79M +11,560 New
WF
244
Warner Financial
Maryland
$2.79M -$5.56K -23 -0.2%
TC
245
TAGStone Capital
North Carolina
$2.78M +$72.8K +301 +3%
BJL
246
Brighton Jones LLC
Washington
$2.77M -$6.29K -26 -0.2%
CWM
247
Connecticut Wealth Management
Connecticut
$2.76M -$1.21K -5 -0%
QWP
248
Quotient Wealth Partners
Texas
$2.75M +$2.75M +11,359 New
ZC
249
Zeit Capital
Colorado
$2.74M -$176K -729 -6%
WFP
250
Wrenne Financial Planning
Kentucky
$2.7M +$2.7M +11,177 New
8 9
10
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