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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 %
CWP
501
Cyndeo Wealth Partners
Florida
$762K -$346K -1,326 -31%
ECM
502
Evergreen Capital Management
Washington
$762K +$123K +470 +19%
KP
503
Keel Point
Alabama
$760K +$38.3K +147 +5%
BB
504
Busey Bank
Illinois
$754K – – –
GWSG
505
GPS Wealth Strategies Group
Colorado
$751K +$409K +1,567 +119%
CF
506
Centaurus Financial
California
$748K -$2.61K -10 -0.3%
CPSC
507
Carl P. Sherr & Co
Massachusetts
$748K -$9.91K -38 -1%
FA
508
Financial Alternatives
California
$741K – – –
MFS
509
McNamara Financial Services
Massachusetts
$734K -$2.09K -8 -0.3%
IWN
510
Independent Wealth Network
Iowa
$730K +$21.9K +84 +3%
EA
511
Eudaimonia Advisors
Tennessee
$728K +$42.5K +163 +6%
FAT
512
First American Trust
California
$723K +$425K +1,631 +143%
HFRG
513
Houlihan Financial Resource Group
Virginia
$719K +$3.91K +15 +0.5%
BFA
514
Beacon Financial Advisory
Ohio
$709K +$81.8K +212 +13%
ADL
515
Asset Dedication LLC
California
$706K -$522 -2 -0.1%
JCM
516
Jacobi Capital Management
Pennsylvania
$705K -$34.2K -131 -5%
HFS
517
Hoge Financial Services
Pennsylvania
$704K -$782 -3 -0.1%
CFA
518
Cahill Financial Advisors
Minnesota
$701K -$1.04K -4 -0.1%
GRP
519
Global Retirement Partners
California
$697K +$2.87K +11 +0.4%
CWA
520
Canvas Wealth Advisors
Kansas
$690K +$690K +2,875 New
IAN
521
Integrated Advisors Network
Texas
$686K +$686K +2,632 New
TFGT
522
TS Financial Group (TSFG)
Illinois
$686K +$183K +700 +36%
CG
523
Caprock Group
Idaho
$682K +$782 +3 +0.1%
SC
524
Steph & Co
Wisconsin
$679K -$13.3K -51 -2%
FC
525
Forte Capital
New York
$672K -$3.65K -14 -0.5%
19 20
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