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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 %
TI
326
Truepoint Inc
Ohio
$1.64M -$82.2K -340 -5%
SQA
327
Simon Quick Advisors
New Jersey
$1.62M +$3.87K +16 +0.2%
GB
328
Goepper Burkhardt
South Carolina
$1.62M +$32.8K +133 +2%
HCA
329
Harbour Capital Advisors
Virginia
$1.62M – – –
GWM
330
GSB Wealth Management
Connecticut
$1.61M -$24.2K -100 -1%
AWM
331
Accel Wealth Management
Iowa
$1.61M +$50.5K +209 +3%
ACM
332
Advisors Capital Management
New Jersey
$1.61M +$70.1K +290 +5%
KC
333
Kades & Cheifetz
Pennsylvania
$1.61M +$3.87K +16 +0.2%
LAS
334
Lloyd Advisory Services
Georgia
$1.6M +$1.6M +6,626 New
SF
335
Summit Financial
New Jersey
$1.6M +$208K +859 +15%
CW
336
Cooksen Wealth
Texas
$1.6M +$1.6M +6,611 New
JWS
337
Juncture Wealth Strategies
Arizona
$1.58M +$158K +652 +11%
LA
338
LexAurum Advisors
Kansas
$1.57M +$74.5K +308 +5%
WTFG
339
Wells Trecaso Financial Group
Ohio
$1.56M -$14K -58 -0.9%
MA
340
MONECO Advisors
Connecticut
$1.55M +$331K +1,369 +27%
FCG
341
Financial Connections Group
California
$1.54M +$1.54M +6,365 New
CAG
342
Curtis Advisory Group
California
$1.53M -$27.8K -115 -2%
IWM
343
IHT Wealth Management
Illinois
$1.52M -$83.4K -345 -5%
OFS
344
OneAscent Financial Services
Alabama
$1.5M +$38K +157 +3%
VFA
345
Valeo Financial Advisors
Indiana
$1.5M -$157K -650 -9%
SFM
346
Signet Financial Management
New Jersey
$1.49M -$75.4K -312 -5%
CIA
347
Covington Investment Advisors
Pennsylvania
$1.48M +$36.5K +151 +3%
USCWA
348
U.S. Capital Wealth Advisors
Texas
$1.47M +$70.4K +291 +5%
IA
349
IFP Advisors
Florida
$1.47M -$758K -3,135 -34%
MF
350
Meridian Financial
Massachusetts
$1.46M +$27.8K +115 +2%
12 13
14
15 16