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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

975 hedge funds and large institutions have $9.92B invested in Vanguard Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
14.18%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.6%
New
66
Increased
337
Reduced
362
Closed
68
Calls
$7.1M
Puts
$4.95M
Net Calls
+$2.15M
Net Calls Change
-$4.8M

Top Buyers

1
AA
1
Axiom Advisory
California
$392M
2
Bank of America
2
Bank of America
North Carolina
$2.14B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$98.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.5M
5
Wells Fargo
5
Wells Fargo
California
$188M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$493M
2
Morgan Stanley
2
Morgan Stanley
New York
$426M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$178M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$53.9M
5
Truist Financial
5
Truist Financial
North Carolina
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
351
Kingsview Wealth Management
Oregon
$1.48M +$202K +809 +16%
CPRC
352
Consolidated Portfolio Review Corp
New York
$1.46M +$73.5K +294 +5%
SAM
353
Smithbridge Asset Management
Pennsylvania
$1.45M +$3.25K +13 +0.2%
PCA
354
Prosperity Capital Advisors
Ohio
$1.45M +$312K +1,247 +27%
MCM
355
MAI Capital Management
Ohio
$1.45M +$30.5K +122 +2%
VWA
356
Visionary Wealth Advisors
Illinois
$1.44M +$264K +1,057 +23%
SMA
357
Sage Mountain Advisors
Georgia
$1.44M – – –
R
358
Rebalance
California
$1.43M – – –
AWM
359
Accel Wealth Management
Iowa
$1.42M +$127K +508 +10%
BAM
360
Belpointe Asset Management
Nevada
$1.42M -$28K -112 -2%
FCA
361
Fortis Capital Advisors
Kansas
$1.42M -$28K -112 -2%
HB
362
Horizon Bancorp
Indiana
$1.42M -$334K -1,337 -19%
JWCA
363
J.W. Cole Advisors
Florida
$1.41M -$50K -200 -3%
SPA
364
Sentinel Pension Advisors
Massachusetts
$1.41M +$24.8K +99 +2%
WRPWM
365
Werba Rubin Papier Wealth Management
California
$1.41M +$481K +1,923 +52%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$1.4M +$104K +414 +8%
IWM
367
IHT Wealth Management
Illinois
$1.39M -$231K -922 -14%
PA
368
Pinnacle Associates
New York
$1.38M +$126K +505 +10%
OCPWS
369
One Charles Private Wealth Services
Massachusetts
$1.37M +$27.5K +110 +2%
OCG
370
Opus Capital Group
Ohio
$1.36M – – –
TDWM
371
Topel & Distasi Wealth Management
California
$1.36M – – –
AL
372
Aspiriant LLC
California
$1.36M +$45K +180 +3%
MSF
373
Mustard Seed Financial
Arkansas
$1.35M +$74.3K +297 +6%
TWA
374
TCI Wealth Advisors
Arizona
$1.35M -$3K -12 -0.2%
IAG
375
Investmark Advisory Group
Connecticut
$1.34M +$60K +240 +5%
13 14
15
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