VBK icon

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 %
OPS
376
Orion Portfolio Solutions
Nebraska
$1.26M +$448K +1,890 +55%
WAG
377
Wheelhouse Advisory Group
Missouri
$1.25M +$1.25M +5,175 New
MPW
378
MGO Private Wealth
California
$1.24M +$36K +149 +3%
KCM
379
Kennicott Capital Management
California
$1.24M -$15K -62 -1%
Thrivent Financial for Lutherans
380
Thrivent Financial for Lutherans
Minnesota
$1.21M +$110K +454 +10%
CCB
381
Country Club Bank
Missouri
$1.19M -$123K -500 -9%
AWE
382
Avidian Wealth Enterprises
Texas
$1.18M -$281K -1,161 -19%
CDH
383
Charles D. Hyman
$1.17M – – –
AIA
384
Ally Invest Advisors
North Carolina
$1.16M +$241K +998 +26%
SF
385
Synovus Financial
Georgia
$1.14M +$57.9K +239 +5%
IAG
386
Investmark Advisory Group
Connecticut
$1.13M +$157K +648 +16%
GWMR
387
GC Wealth Management RIA
Massachusetts
$1.13M +$1.13M +4,660 New
WCM
388
Winthrop Capital Management
Indiana
$1.13M +$1.13M +4,655 New
MSF
389
Mustard Seed Financial
Arkansas
$1.12M +$1.12M +4,645 New
PFG
390
Pinnacle Financial Group
Illinois
$1.12M +$5.56K +23 +0.5%
HIC
391
Hartline Investment Corp
Illinois
$1.11M – – –
AF
392
Allworth Financial
California
$1.11M -$2.05M -8,459 -65%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$1.11M +$49.6K +205 +5%
TC
394
TAP Consulting
Missouri
$1.1M +$2.9K +12 +0.3%
MCM
395
MAI Capital Management
Ohio
$1.1M +$63.8K +264 +6%
SG
396
StoneX Group
New York
$1.1M +$15K +62 +1%
Koshinski Asset Management
397
Koshinski Asset Management
Illinois
$1.09M +$472K +1,954 +76%
HP
398
Holistic Planning
Texas
$1.09M +$1.09M +4,498 New
WT
399
Whittier Trust
California
$1.09M +$853K +3,527 +365%
SWA
400
Stratos Wealth Advisors
Ohio
$1.08M -$173K -714 -14%
14 15
16
17 18