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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 %
SFP
276
Sterling Financial Planning
New Jersey
$2.25M -$3.87K -16 -0.2%
FGAM
277
Financial Gravity Asset Management
Texas
$2.25M +$1.22M +592 +120%
TFA
278
Transamerica Financial Advisors
Florida
$2.24M +$206K +850 +10%
CA
279
Cambridge Associates
Massachusetts
$2.22M +$2.22M +9,189 New
MNBTD
280
Moody National Bank Trust Division
Texas
$2.22M +$2.22M +9,189 New
FWP
281
Falcon Wealth Planning
California
$2.21M +$867K +3,587 +65%
GTAM
282
Global Trust Asset Management
Florida
$2.21M -$3.63K -15 -0.2%
AFTS
283
American Financial & Tax Strategies
New York
$2.2M +$2.2M +9,102 New
Bessemer Group
284
Bessemer Group
New Jersey
$2.2M -$217K -899 -9%
RFS
285
Richardson Financial Services
Massachusetts
$2.17M +$2.17M +8,980 New
LIA
286
LifePlan Investment Advisors
North Carolina
$2.16M +$41.1K +170 +2%
D
287
Dentgroup
Louisiana
$2.14M -$207K -857 -9%
TPCW
288
TD Private Client Wealth
New York
$2.14M +$18.4K +76 +0.9%
SB
289
Simmons Bank
Arkansas
$2.13M -$34.6K -143 -2%
Brown Advisory
290
Brown Advisory
Maryland
$2.12M +$375K +1,550 +21%
CA
291
Cetera Advisors
Colorado
$2.12M +$596K +2,464 +39%
Citigroup
292
Citigroup
New York
$2.12M +$6.53K +27 +0.3%
RFM
293
Royal Fund Management
Florida
$2.11M -$202K -831 -9%
FTUS
294
Flow Traders U.S.
New York
$2.1M +$2.1M +8,676 New
TW
295
TritonPoint Wealth
Maryland
$2.09M +$2.09M +8,629 New
GIA
296
Goodwin Investment Advisory
Georgia
$2.08M +$1.91M +7,892 +1,121%
EH
297
Equitable Holdings
New York
$2.04M +$294K +1,215 +17%
KeyBank National Association
298
KeyBank National Association
Ohio
$2.04M -$6.77K -28 -0.3%
TNBTD
299
Trustmark National Bank Trust Department
Mississippi
$2.02M -$8.7K -36 -0.4%
BWM
300
Brown Wealth Management
Illinois
$1.99M -$454K -1,878 -19%
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