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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 %
SPA
376
Sentinel Pension Advisors
Massachusetts
$1.45M +$12.3K +47 +0.9%
OCG
377
Opus Capital Group
Ohio
$1.42M – – –
TDWM
378
Topel & Distasi Wealth Management
California
$1.42M -$10.2K -39 -0.7%
TWA
379
TCI Wealth Advisors
Arizona
$1.41M -$261 -1 -0%
CWAG
380
Compton Wealth Advisory Group
Virginia
$1.41M – – –
NFC
381
Northeast Financial Consultants
Connecticut
$1.4M -$124K -476 -8%
OCPWS
382
One Charles Private Wealth Services
Massachusetts
$1.4M +$2.09K +8 +0.1%
PCG
383
Prosperity Consulting Group
Maryland
$1.4M +$353K +1,353 +34%
AL
384
Aspiriant LLC
California
$1.37M -$28.4K -109 -2%
SAM
385
Sawgrass Asset Management
Florida
$1.36M +$224K +858 +20%
AWM
386
Aspire Wealth Management
Massachusetts
$1.36M -$107K -409 -7%
AWM
387
Accel Wealth Management
Iowa
$1.35M -$383K -1,469 -22%
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$1.35M +$157K +601 +13%
BWP
389
BSW Wealth Partners
Colorado
$1.35M -$135K -519 -9%
IAG
390
Investmark Advisory Group
Connecticut
$1.34M +$117K +447 +10%
KCM
391
Kennicott Capital Management
California
$1.33M – – –
MSF
392
Mustard Seed Financial
Arkansas
$1.33M +$123K +471 +10%
MPW
393
MGO Private Wealth
California
$1.33M -$5.21K -20 -0.4%
KWM
394
Kingsview Wealth Management
Oregon
$1.33M +$211K +808 +19%
SWA
395
Stratos Wealth Advisors
Ohio
$1.32M +$153K +586 +13%
PA
396
Pinnacle Associates
New York
$1.31M +$180K +692 +16%
MFG
397
MidWestOne Financial Group
Iowa
$1.27M -$596K -2,287 -32%
AFP
398
Ausdal Financial Partners
Iowa
$1.26M +$106K +407 +9%
WIC
399
Whitegate Investment Counselors
New Hampshire
$1.26M +$140K +537 +12%
CDH
400
Charles D. Hyman
$1.26M – – –
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