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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 %
CAG
351
Csenge Advisory Group
Florida
$1.45M +$52K +215 +4%
NFC
352
Northeast Financial Consultants
Connecticut
$1.42M – – –
WP
353
WealthPLAN Partners
Nebraska
$1.4M +$6.53K +27 +0.5%
BF
354
BOK Financial
Oklahoma
$1.4M -$1.21K -5 -0.1%
R
355
Rebalance
California
$1.4M – – –
SAM
356
Smithbridge Asset Management
Pennsylvania
$1.39M -$6.77K -28 -0.5%
CPRC
357
Consolidated Portfolio Review Corp
New York
$1.38M -$42.1K -174 -3%
BWP
358
BSW Wealth Partners
Colorado
$1.37M -$80.5K -333 -6%
AWM
359
Aspire Wealth Management
Massachusetts
$1.36M +$3.63K +15 +0.3%
EWM
360
Empirical Wealth Management
Washington
$1.35M +$484K +2,002 +56%
TCA
361
Transcend Capital Advisors
New Jersey
$1.34M +$167K +689 +14%
JWCA
362
J.W. Cole Advisors
Florida
$1.33M +$357K +1,477 +37%
SPA
363
Sentinel Pension Advisors
Massachusetts
$1.33M -$48.6K -201 -4%
TDWM
364
Topel & Distasi Wealth Management
California
$1.33M +$9.43K +39 +0.7%
OCG
365
Opus Capital Group
Ohio
$1.32M -$38.7K -160 -3%
TWA
366
TCI Wealth Advisors
Arizona
$1.31M -$9.43K -39 -0.7%
ACA
367
Aptus Capital Advisors
Alabama
$1.31M +$145K +599 +12%
CWAG
368
Compton Wealth Advisory Group
Virginia
$1.3M – – –
WB
369
WesBanco Bank
West Virginia
$1.3M +$17.9K +74 +1%
MWM
370
Meridian Wealth Management
Kentucky
$1.3M +$211K +872 +19%
DB
371
Dravo Bay
Delaware
$1.3M -$14.5K -60 -1%
AL
372
Aspiriant LLC
California
$1.3M – – –
OCPWS
373
One Charles Private Wealth Services
Massachusetts
$1.29M -$19.6K -81 -1%
JFG
374
Jefferies Financial Group
New York
$1.27M -$191K -791 -13%
BCI
375
Brinker Capital Investments
Pennsylvania
$1.26M +$448K +1,890 +55%
13 14
15
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