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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 %
RWM
526
Revisor Wealth Management
Ohio
$671K +$288K +1,144 +75%
HWA
527
Heartwood Wealth Advisors
Virginia
$667K – – –
CFG
528
Citizens Financial Group
Rhode Island
$664K +$277K +1,062 +71%
IA
529
IFG Advisors
Missouri
$658K – – –
DAS
530
Diversify Advisory Services
Utah
$658K +$658K +2,548 New
AF
531
Advisornet Financial
Minnesota
$655K -$215K -826 -25%
CSPAM
532
Cary Street Partners Asset Management
Virginia
$654K – – –
LA
533
Lane & Associates
New Jersey
$651K +$26.1K +100 +4%
AWM
534
Aviso Wealth Management
Washington
$646K – – –
ACP
535
Aveo Capital Partners
Colorado
$646K -$50.6K -204 -7%
CCWM
536
Cassaday & Co Wealth Management
Virginia
$646K – – –
GJWM
537
Gilliland Jeter Wealth Management
Arkansas
$646K +$13.6K +52 +2%
SWM
538
Spire Wealth Management
Virginia
$644K +$15.9K +61 +3%
BP
539
Ballentine Partners
Massachusetts
$636K – – –
FUBT
540
First United Bank & Trust
Maryland
$635K -$21.4K -82 -3%
FWM
541
Fingerlakes Wealth Management
New York
$632K +$26.3K +101 +4%
ITB
542
Idaho Trust Bank
Idaho
$632K +$632K +2,424 New
S4W
543
Solutions 4 Wealth
Texas
$625K +$261 +1 +0%
AGC
544
Aspen Grove Capital
Colorado
$623K -$261 -1 -0%
TFF
545
The Family Firm
Maryland
$618K +$782 +3 +0.1%
BWM
546
BKM Wealth Management
Wisconsin
$615K +$19.8K +76 +3%
MFG
547
Magnus Financial Group
New York
$612K +$25.8K +99 +4%
CWC
548
Carolinas Wealth Consulting
North Carolina
$611K – – –
FA
549
FSA Advisors
Michigan
$610K +$81.3K +312 +15%
MAG
550
Mayfair Advisory Group
Alabama
$605K +$13.3K +51 +2%
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