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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 %
FWM
551
Fingerlakes Wealth Management
New York
$562K -$25.1K -104 -4%
FFA
552
Farther Finance Advisors
California
$560K +$392K +1,620 +233%
LA
553
Lindenwold Advisors
Pennsylvania
$559K +$559K +2,312 New
KA
554
Kure Advisory
Minnesota
$559K +$45.9K +190 +9%
OGF
555
Orin Green Financial
California
$557K -$15.5K -64 -3%
BWM
556
BKM Wealth Management
Wisconsin
$552K +$552K +2,283 New
DAM
557
Derbend Asset Management
Georgia
$547K +$242 +1 +0%
MA
558
Mutual Advisors
Nebraska
$544K +$43.3K +179 +9%
MFG
559
Magnus Financial Group
New York
$544K -$967 -4 -0.2%
MAG
560
Mayfair Advisory Group
Alabama
$542K +$82.1K +344 +18%
AWM
561
Axxcess Wealth Management
California
$542K -$63.3K -262 -10%
SFG
562
StrategIQ Financial Group
Indiana
$533K +$46.2K +191 +9%
RWM
563
RKL Wealth Management
Pennsylvania
$532K -$5.08K -21 -0.9%
RI
564
Rinkey Investments
California
$531K +$531K +2,198 New
NEPWA
565
New England Private Wealth Advisors
Massachusetts
$527K +$527K +2,179 New
WJA
566
Willis Johnson & Associates
Texas
$523K +$4.35K +18 +0.8%
SFA
567
Sequoia Financial Advisors
Ohio
$523K +$523K +2,162 New
HWM
568
Hemington Wealth Management
Virginia
$520K -$3.87K -16 -0.7%
BCM
569
Brookstone Capital Management
Illinois
$518K -$8.97M -37,086 -95%
PSF
570
Pacific Sun Financial
California
$516K – – –
SFI
571
SPC Financial Inc
Maryland
$515K -$43.8K -181 -8%
FC
572
Fusion Capital
South Carolina
$513K +$967 +4 +0.2%
FHA
573
Flagship Harbor Advisors
Massachusetts
$513K +$225K +931 +78%
PA
574
Procyon Advisors
Connecticut
$513K -$81K -335 -14%
NIM
575
Northeast Investment Management
Massachusetts
$511K -$967 -4 -0.2%
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