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 %
CP
476
Capital Planning
Washington
$771K +$771K +3,189 New
SW
477
SVB Wealth
Massachusetts
$769K +$257K +1,061 +50%
SIC
478
Shoker Investment Counsel
Ohio
$769K +$967 +4 +0.1%
VWA
479
Visionary Wealth Advisors
Illinois
$758K -$3.78M -15,630 -83%
CIA
480
Concurrent Investment Advisors
Florida
$754K +$754K +3,118 New
NB
481
Northwest Bancshares
Pennsylvania
$746K -$28K -116 -4%
KWM
482
Keebeck Wealth Management
Illinois
$745K +$330K +1,364 +79%
EP
483
Eudaimonia Partners
Tennessee
$744K +$79.1K +327 +12%
BWM
484
BCS Wealth Management
Tennessee
$740K – – –
NAMNJ
485
NorthStar Asset Management (New Jersey)
New Jersey
$736K +$736K +3,045 New
CAL
486
Capital Analysts LLC
Pennsylvania
$733K +$1.45K +6 +0.2%
EWM
487
Evermay Wealth Management
Virginia
$733K -$5.08K -21 -0.7%
TAM
488
Townsend Asset Management
North Carolina
$733K +$70.6K +292 +11%
GJIA
489
Glass Jacobson Investment Advisors
Maryland
$726K -$50.3K -208 -6%
HIA
490
Harbor Investment Advisory
Maryland
$726K +$265K +1,095 +57%
FFS
491
Founders Financial Securities
Maryland
$721K +$150K +621 +26%
Citadel Advisors
492
Citadel Advisors
Florida
$720K -$1.33M -5,496 -65%
SFPG
493
Stonebridge Financial Planning Group
Florida
$717K +$13.8K +57 +2%
TFA
494
Tobias Financial Advisors
Florida
$717K +$93.6K +387 +15%
HPFG
495
Hart & Patterson Financial Group
Massachusetts
$716K +$716K +2,960 New
DI
496
DFPG Investments
Utah
$711K +$122K +525 +21%
DC
497
Davenport & Co
Virginia
$706K +$25.9K +107 +4%
CPSC
498
Carl P. Sherr & Co
Massachusetts
$702K -$38.4K -159 -5%
NSG
499
Nalls Sherbakoff Group
Tennessee
$700K -$27.3K -113 -4%
BB
500
Busey Bank
Illinois
$699K – – –
18 19
20
21 22