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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 %
WWM
251
Western Wealth Management
Colorado
$2.65M +$428K +1,772 +19%
MBTD
252
Mechanics Bank - Trust Department
California
$2.65M +$982K +4,060 +59%
RFA
253
RTD Financial Advisors
Pennsylvania
$2.65M +$19.3K +80 +0.7%
KPWS
254
Kestra Private Wealth Services
Texas
$2.6M +$760K +3,143 +41%
DI
255
Disciplined Investments
Oklahoma
$2.56M -$344K -1,423 -12%
SA
256
SFI Advisors
New Jersey
$2.55M -$432K -1,785 -14%
CIC
257
Carnegie Investment Counsel
Ohio
$2.53M +$154K +638 +7%
OIA
258
OneDigital Investment Advisors
Kansas
$2.51M +$34.6K +143 +1%
Two Sigma Advisers
259
Two Sigma Advisers
New York
$2.49M +$2.49M +10,300 New
RJT
260
Raymond James Trust
Florida
$2.48M +$226K +936 +10%
GIA
261
Gladstone Institutional Advisory
Florida
$2.46M +$315K +1,302 +15%
M&T Bank
262
M&T Bank
New York
$2.46M +$481K +1,990 +24%
KNFPWM
263
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.45M +$2.45M +10,144 New
BSW
264
Buckingham Strategic Wealth
Missouri
$2.45M -$97.7K -404 -4%
KF
265
Krilogy Financial
Missouri
$2.42M +$2.42M +10,026 New
MCA
266
MSH Capital Advisors
Arizona
$2.41M +$242 +1 +0%
MA
267
MAS Advisors
Florida
$2.4M -$38.4K -159 -2%
PFS
268
Prospera Financial Services
Texas
$2.36M +$776K +3,210 +49%
GCM
269
G2 Capital Management
Ohio
$2.35M -$447K -1,848 -16%
CIA
270
Compass Ion Advisors
Pennsylvania
$2.33M -$19.1K -79 -0.8%
AA
271
Aire Advisors
California
$2.29M +$253K +1,047 +12%
FCI
272
Financial Counselors Inc
Kansas
$2.29M +$327K +1,352 +17%
PA
273
PFG Advisors
Arizona
$2.28M +$265K +1,098 +13%
TA
274
TFB Advisors
Kansas
$2.28M +$2.28M +9,429 New
C
275
CEDRUS
Colorado
$2.26M +$160K +660 +8%
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