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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 %
NPFS
451
Novak & Powell Financial Services
Florida
$858K +$858K +3,588 New
WFPG
452
Waller Financial Planning Group
Ohio
$848K +$38.7K +160 +5%
NRG
453
Nemes Rush Group
Michigan
$846K – – –
JIC
454
Johnson Investment Counsel
Ohio
$843K +$3.63K +15 +0.4%
WPWM
455
Windward Private Wealth Management
Kansas
$839K -$562K -2,323 -40%
QCG
456
Quadrant Capital Group
Ohio
$836K +$484K +2,000 +137%
AWA
457
Arete Wealth Advisors
Illinois
$835K +$18.1K +75 +2%
LC
458
Lindbrook Capital
California
$833K -$3.39K -14 -0.4%
PIA
459
Perennial Investment Advisors
California
$827K +$483 +2 +0.1%
MWM
460
Mission Wealth Management
California
$823K +$26.6K +110 +3%
SLT
461
St Louis Trust
Missouri
$819K – – –
WA
462
Wambolt & Associates
Colorado
$816K -$164K -679 -17%
AF
463
Advisornet Financial
Minnesota
$807K +$49.6K +205 +7%
PA
464
Parallel Advisors
California
$806K +$87.5K +362 +12%
IPW
465
Intergy Private Wealth
Colorado
$805K +$30K +124 +4%
WP
466
WealthShield Partners
North Carolina
$803K -$138K -571 -15%
EFL
467
ERn Financial LLC
Wisconsin
$799K -$11.6K -50 -1%
TPW
468
Transatlantique Private Wealth
New York
$799K +$799K +3,305 New
GSEP
469
Golden State Equity Partners
California
$787K +$158K +654 +25%
MCM
470
MidAtlantic Capital Management
Virginia
$786K +$786K +3,252 New
PMG
471
ProVise Management Group
Florida
$780K – – –
CFGSD
472
Compass Financial Group (South Dakota)
South Dakota
$776K -$96.5K -399 -11%
HI
473
Harbour Investments
Wisconsin
$772K +$558K +2,308 +260%
PCA
474
Prosperity Capital Advisors
Ohio
$771K +$291K +1,205 +61%
SAG
475
SageView Advisory Group
California
$771K +$164K +686 +27%
17 18
19
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