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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 %
VWM
301
Valley Wealth Managers
New Jersey
$1.98M +$145K +601 +8%
BAM
302
Belpointe Asset Management
Nevada
$1.96M -$1.59M -6,573 -45%
FCA
303
Fortis Capital Advisors
Kansas
$1.96M -$1.59M -6,573 -45%
CA
304
Cornerstone Advisory
Maryland
$1.9M +$590K +2,440 +45%
ATC
305
Argent Trust Co
Tennessee
$1.88M -$24.2K -100 -1%
MPM
306
Meritage Portfolio Management
Kansas
$1.86M +$1.86M +7,706 New
ACM
307
Alethea Capital Management
Washington
$1.84M +$1.84M +7,625 New
AAS
308
Ameritas Advisory Services
Nebraska
$1.83M -$390K -1,588 -18%
UB
309
UMB Bank
Missouri
$1.78M -$143K -592 -7%
VIA
310
Vickerman Investment Advisors
Washington
$1.76M -$23.5K -97 -1%
IWS
311
Integrity Wealth Solutions
Colorado
$1.75M +$1.75M +7,222 New
IWC
312
Integrated Wealth Concepts
Massachusetts
$1.74M +$16.9K +70 +1%
MFG
313
MidWestOne Financial Group
Iowa
$1.73M +$230K +952 +15%
WKWM
314
Walter & Keenan Wealth Management
Indiana
$1.73M -$30K -124 -2%
NFW
315
Noble Family Wealth
Florida
$1.72M – – –
TWM
316
Tradition Wealth Management
Minnesota
$1.71M +$60.7K +251 +4%
NRI
317
NFP Retirement Inc
California
$1.69M +$244K +1,009 +17%
RPSA
318
Richard P. Slaughter Associates
Texas
$1.68M -$221K -914 -12%
HB
319
Horizon Bancorp
Indiana
$1.67M +$1.25M +5,150 +293%
UWM
320
USAdvisors Wealth Management
Minnesota
$1.66M +$40.6K +168 +3%
AFAS
321
Acorn Financial Advisory Services
Virginia
$1.65M -$115K -477 -7%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$1.64M +$232K +958 +16%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$1.64M +$1.08M +4,465 +192%
IA
324
Insight Advisors
Pennsylvania
$1.64M -$2.9K -12 -0.2%
LFGH
325
Lee Financial Group Hawaii
Hawaii
$1.64M +$57.8K +239 +4%
11 12
13
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