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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 %
CF
501
Centaurus Financial
California
$696K -$27.8K -115 -4%
FA
502
Financial Alternatives
California
$687K – – –
JCM
503
Jacobi Capital Management
Pennsylvania
$686K -$14.3K -59 -2%
MFS
504
McNamara Financial Services
Massachusetts
$682K +$7.74K +32 +1%
ACP
505
Aveo Capital Partners
Colorado
$679K +$35.5K +147 +6%
CWM
506
Cherrydale Wealth Management
New Jersey
$678K +$10.2K +42 +2%
NFSG
507
Newbridge Financial Services Group
Florida
$674K +$225K +930 +50%
KP
508
Keel Point
Alabama
$669K +$80.3K +332 +14%
HFRG
509
Houlihan Financial Resource Group
Virginia
$663K +$50.3K +208 +8%
BFAG
510
Blackston Financial Advisory Group
Florida
$657K -$39.7K -164 -6%
IWN
511
Independent Wealth Network
Iowa
$657K +$4.11K +17 +0.6%
ADL
512
Asset Dedication LLC
California
$654K -$6.04K -25 -0.9%
HFS
513
Hoge Financial Services
Pennsylvania
$654K +$654K +2,703 New
CFA
514
Cahill Financial Advisors
Minnesota
$651K -$18.4K -76 -3%
UBV
515
United Bank (Virginia)
Virginia
$650K – – –
1IA
516
1834 Investment Advisors
Wisconsin
$643K +$242K +1,001 +60%
SC
517
Steph & Co
Wisconsin
$642K +$30.5K +126 +5%
CA
518
Continuum Advisory
Idaho
$640K -$20.7K -85 -3%
TCOTS
519
Trust Company of the South
North Carolina
$637K +$637K +2,634 New
EA
520
Eudaimonia Advisors
Tennessee
$636K +$725 +3 +0.1%
CG
521
Caprock Group
Idaho
$632K +$967 +4 +0.2%
HCP
522
Hexagon Capital Partners
Arkansas
$632K -$303K -1,255 -32%
WP
523
WealthSource Partners
California
$630K – – –
FC
524
Forte Capital
New York
$626K +$5.8K +24 +0.9%
BFA
525
Beacon Financial Advisory
Ohio
$623K +$383 +1 +0.1%
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