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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 %
FA
501
FSA Advisors
Michigan
$705K +$120K +478 +20%
IWN
502
Independent Wealth Network
Iowa
$699K -$1.25K -5 -0.2%
NB
503
Northwest Bancshares
Pennsylvania
$699K -$37.5K -150 -5%
MFS
504
McNamara Financial Services
Massachusetts
$693K -$10.8K -43 -2%
PMG
505
ProVise Management Group
Florida
$690K -$104K -416 -13%
BFA
506
Beacon Financial Advisory
Ohio
$690K – – –
BBA
507
BLB&B Advisors
Pennsylvania
$683K -$138K -550 -17%
SC
508
Steph & Co
Wisconsin
$674K +$23K +92 +4%
CFA
509
Cahill Financial Advisors
Minnesota
$671K -$1.5K -6 -0.2%
GRP
510
Global Retirement Partners
California
$670K +$1.25K +5 +0.2%
TFF
511
The Family Firm
Maryland
$669K +$76.5K +306 +13%
ADL
512
Asset Dedication LLC
California
$669K -$8K -32 -1%
RMDI
513
R.M. Davis Inc
Maine
$667K +$667K +2,668 New
SWM
514
Spire Wealth Management
Virginia
$665K +$47.3K +189 +8%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$663K -$161K -651 -20%
BWM
516
BKM Wealth Management
Wisconsin
$660K +$70K +280 +12%
MAG
517
Mayfair Advisory Group
Alabama
$659K +$58.9K +228 +10%
TFGT
518
TS Financial Group (TSFG)
Illinois
$653K -$5.26K -21 -0.8%
LA
519
Lane & Associates
New Jersey
$649K +$24.3K +97 +4%
AF
520
Advisornet Financial
Minnesota
$648K +$20.3K +81 +3%
IAN
521
Integrated Advisors Network
Texas
$647K -$11K -44 -2%
ACP
522
Aveo Capital Partners
Colorado
$642K -$9.76K -39 -1%
HWA
523
Heartwood Wealth Advisors
Virginia
$640K – – –
CAM
524
Cozad Asset Management
Illinois
$634K +$155K +618 +32%
CWP
525
Cyndeo Wealth Partners
Florida
$632K -$99.1K -396 -14%
19 20
21
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