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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 %
FFC
526
First Financial Corp
Indiana
$622K +$231K +955 +59%
EAM
527
Evanson Asset Management
California
$621K +$123K +508 +25%
GRP
528
Global Retirement Partners
California
$619K +$58.6K +252 +10%
HWA
529
Heartwood Wealth Advisors
Virginia
$619K – – –
RIM
530
Rockbridge Investment Management
New York
$612K -$34.1K -141 -5%
IA
531
IFG Advisors
Missouri
$610K -$8.46K -35 -1%
FUBT
532
First United Bank & Trust
Maryland
$609K -$72.5K -300 -11%
EWMCB
533
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$607K -$1.01M -4,189 -63%
CSPAM
534
Cary Street Partners Asset Management
Virginia
$606K -$15K -62 -2%
VAM
535
Verity Asset Management
North Carolina
$605K -$118K -489 -16%
AWM
536
Aviso Wealth Management
Washington
$599K +$599K +2,480 New
CCWM
537
Cassaday & Co Wealth Management
Virginia
$599K – – –
ZCM
538
Ziegler Capital Management
Illinois
$598K – – –
ECM
539
Evergreen Capital Management
Washington
$593K – – –
BP
540
Ballentine Partners
Massachusetts
$590K -$23K -95 -4%
ST
541
Smithfield Trust
Pennsylvania
$589K +$327K +1,355 +125%
RP
542
Riverbridge Partners
Minnesota
$588K +$588K +2,431 New
GJWM
543
Gilliland Jeter Wealth Management
Arkansas
$586K +$586K +2,424 New
S4W
544
Solutions 4 Wealth
Texas
$580K +$580K +2,397 New
LA
545
Lane & Associates
New Jersey
$579K +$89K +368 +18%
KFI
546
Key Financial Inc
Pennsylvania
$577K – – –
AGC
547
Aspen Grove Capital
Colorado
$576K -$51.1K -212 -8%
TFF
548
The Family Firm
Maryland
$572K +$73.7K +305 +15%
CWC
549
Carolinas Wealth Consulting
North Carolina
$567K – – –
SWM
550
Spire Wealth Management
Virginia
$567K -$54.8K -233 -9%
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