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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

994 hedge funds and large institutions have $10B invested in Vanguard Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 413 increasing their positions, 314 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+22
Holders Change %
+2.26%
% of All Funds
14.41%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.68%
New
103
Increased
413
Reduced
314
Closed
62
Calls
$11.5M
Puts
$4.59M
Net Calls
+$6.95M
Net Calls Change
+$3.78M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$438M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$104M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$65.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$33.8M
5
UBS Group
UBS Group
Switzerland
+$24.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$495M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$58M
3
Goldman Sachs
Goldman Sachs
New York
-$55.8M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$52.4M
5
Osaic Holdings
Osaic Holdings
Arizona
-$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTFG
351
Wells Trecaso Financial Group
Ohio
$1.68M – – –
CWA
352
Cascade Wealth Advisors
Washington
$1.67M +$1.67M +6,731 New
PBF
353
Petix & Botte Financial
California
$1.66M +$1.18M +4,514 +243%
Thrivent Financial for Lutherans
354
Thrivent Financial for Lutherans
Minnesota
$1.66M +$347K +1,332 +27%
EWM
355
Empirical Wealth Management
Washington
$1.64M +$181K +696 +12%
NRI
356
NFP Retirement Inc
California
$1.59M -$229K -877 -13%
DB
357
Dravo Bay
Delaware
$1.59M +$191K +731 +14%
QWP
358
Quotient Wealth Partners
Texas
$1.57M -$1.39M -5,323 -47%
MF
359
Meridian Financial
Massachusetts
$1.57M -$7.3K -28 -0.5%
WP
360
WealthPLAN Partners
Nebraska
$1.57M +$55.3K +212 +4%
SFM
361
Signet Financial Management
New Jersey
$1.56M -$50.1K -192 -3%
GB
362
Goepper Burkhardt
South Carolina
$1.55M -$102K -404 -6%
ACA
363
Aptus Capital Advisors
Alabama
$1.53M +$121K +465 +9%
JWCA
364
J.W. Cole Advisors
Florida
$1.52M +$88.1K +338 +6%
PFWA
365
Paces Ferry Wealth Advisors
Georgia
$1.52M +$1.52M +5,816 New
BAM
366
Belpointe Asset Management
Nevada
$1.51M -$608K -2,331 -29%
FCA
367
Fortis Capital Advisors
Kansas
$1.51M -$608K -2,331 -29%
SAM
368
Smithbridge Asset Management
Pennsylvania
$1.51M +$8.86K +34 +0.6%
SMA
369
Sage Mountain Advisors
Georgia
$1.5M +$521K +1,999 +53%
VFA
370
Valeo Financial Advisors
Indiana
$1.5M -$18.3K -75 -1%
R
371
Rebalance
California
$1.49M -$22.2K -85 -1%
AIA
372
Ally Invest Advisors
North Carolina
$1.48M +$230K +882 +18%
MCM
373
MAI Capital Management
Ohio
$1.48M +$291K +1,115 +25%
CAG
374
Csenge Advisory Group
Florida
$1.47M -$90K -345 -6%
CPRC
375
Consolidated Portfolio Review Corp
New York
$1.45M -$41.2K -158 -3%
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