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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

975 hedge funds and large institutions have $9.92B invested in Vanguard Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
14.18%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.6%
New
66
Increased
337
Reduced
362
Closed
68
Calls
$7.1M
Puts
$4.95M
Net Calls
+$2.15M
Net Calls Change
-$4.8M

Top Buyers

1
AA
1
Axiom Advisory
California
$392M
2
Bank of America
2
Bank of America
North Carolina
$2.14B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$98.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.5M
5
Wells Fargo
5
Wells Fargo
California
$188M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$493M
2
Morgan Stanley
2
Morgan Stanley
New York
$426M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$178M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$53.9M
5
Truist Financial
5
Truist Financial
North Carolina
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
251
Western Wealth Management
Colorado
$2.77M -$55K -220 -2%
DI
252
Disciplined Investments
Oklahoma
$2.76M +$34.5K +138 +1%
TFA
253
Transamerica Financial Advisors
Florida
$2.7M – – –
VCA
254
Verdence Capital Advisors
Maryland
$2.68M -$71.3K -285 -3%
KAS
255
KPP Advisory Services
Kentucky
$2.62M -$7.5K -30 -0.3%
Citadel Advisors
256
Citadel Advisors
Florida
$2.61M +$1.66M +6,634 +174%
RFA
257
RTD Financial Advisors
Pennsylvania
$2.6M -$65K -260 -2%
Bessemer Group
258
Bessemer Group
New Jersey
$2.6M +$380K +1,518 +17%
SWM
259
Shelton Wealth Management
Texas
$2.59M -$146K -585 -5%
CAG
260
Crestwood Advisors Group
Massachusetts
$2.58M +$185K +740 +8%
BWM
261
Brown Wealth Management
Illinois
$2.55M +$443K +1,773 +21%
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
$2.54M -$658K -2,632 -21%
TA
263
TFB Advisors
Kansas
$2.54M -$101K -405 -4%
BSW
264
Buckingham Strategic Wealth
Missouri
$2.53M +$4.25K +17 +0.2%
PCIA
265
Prime Capital Investment Advisors
Kansas
$2.49M -$379K -1,516 -13%
CIA
266
Compass Ion Advisors
Pennsylvania
$2.48M – – –
MCA
267
MSH Capital Advisors
Arizona
$2.45M – – –
FWP
268
FAS Wealth Partners
Kansas
$2.44M -$913K -3,649 -27%
AFTS
269
American Financial & Tax Strategies
New York
$2.43M +$114K +455 +5%
BCM
270
Beaumont Capital Management
Massachusetts
$2.41M – – –
TNBTD
271
Trustmark National Bank Trust Department
Mississippi
$2.41M +$252K +1,006 +12%
RJT
272
Raymond James Trust
Florida
$2.4M -$106K -424 -4%
RPGK
273
Retirement Planning Group (Kansas)
Kansas
$2.35M +$1.46M +5,839 +164%
TPCW
274
TD Private Client Wealth
New York
$2.34M +$750 +3 +0%
TW
275
TritonPoint Wealth
Maryland
$2.34M -$55.6K -222 -2%
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