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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$493M
2
Morgan Stanley
Morgan Stanley
New York
$426M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$53.9M
5
Truist Financial
Truist Financial
North Carolina
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
451
Canvas Wealth Advisors
Kansas
$892K +$147K +566 +20%
AWP
452
Accretive Wealth Partners
New Jersey
$891K -$3.75K -15 -0.4%
SIA
453
Schechter Investment Advisors
Michigan
$889K +$28.5K +114 +3%
CG
454
Caprock Group
Idaho
$888K +$232K +927 +35%
FIBT
455
First International Bank & Trust
North Dakota
$887K – – –
IPW
456
Intergy Private Wealth
Colorado
$884K +$37.5K +150 +4%
PIA
457
Perennial Investment Advisors
California
$882K +$27K +108 +3%
MFA
458
McClarren Financial Advisors
Pennsylvania
$881K -$84K -310 -9%
CIA
459
Concurrent Investment Advisors
Florida
$881K +$13K +52 +1%
CFG
460
Citizens Financial Group
Rhode Island
$876K +$238K +949 +37%
NRG
461
Nemes Rush Group
Michigan
$876K – – –
WTA
462
Washington Trust Advisors
Massachusetts
$872K -$24.3K -97 -3%
MWM
463
Mission Wealth Management
California
$872K -$157K -628 -15%
SLT
464
St Louis Trust
Missouri
$863K +$15.3K +61 +2%
EFL
465
ERn Financial LLC
Wisconsin
$860K +$3.5K +14 +0.4%
VAM
466
Verity Asset Management
North Carolina
$854K +$354K +1,417 +71%
WI
467
WrapManager Inc
California
$842K -$61.8K -247 -7%
CCM
468
Coldstream Capital Management
Washington
$822K -$37K -148 -4%
FAT
469
First American Trust
California
$819K +$126K +502 +18%
WFPG
470
Waller Financial Planning Group
Ohio
$819K -$18.8K -75 -2%
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$817K -$295K -1,179 -27%
GSEP
472
Golden State Equity Partners
California
$816K +$816K +3,261 New
CAL
473
Capital Analysts LLC
Pennsylvania
$810K +$42.3K +169 +6%
NAMNJ
474
NorthStar Asset Management (New Jersey)
New Jersey
$808K +$9.76K +39 +1%
AT
475
American Trust
Kentucky
$805K +$15.3K +61 +2%
17 18
19
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