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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 %
WIM
576
WealthPlan Investment Management
Nebraska
$551K +$48.2K +185 +10%
AIM
577
Athena Investment Management
California
$546K +$10.4K +40 +2%
SIC
578
Salem Investment Counselors
North Carolina
$542K – – –
BB
579
Bell Bank
North Dakota
$540K – – –
SAM
580
Silvercrest Asset Management
New York
$539K +$157K +604 +41%
QCM
581
QRG Capital Management
Illinois
$537K +$111K +425 +26%
RIM
582
Rockbridge Investment Management
New York
$534K -$126K -482 -19%
CWM
583
Cherrydale Wealth Management
New Jersey
$534K -$197K -755 -27%
GT
584
Glenview Trust
Kentucky
$533K -$11K -42 -2%
SFA
585
Sequoia Financial Advisors
Ohio
$532K -$31.5K -121 -6%
WA
586
Wambolt & Associates
Colorado
$531K -$341K -1,319 -39%
AR
587
Apeiron RIA
Texas
$523K +$38.3K +147 +8%
MSAM
588
Moloney Securities Asset Management
Missouri
$522K +$63.6K +244 +14%
SDWMA
589
Schneider Downs Wealth Management Advisors
Pennsylvania
$521K +$521K +2,000 New
1W
590
1776 Wealth
Georgia
$521K – – –
VAM
591
Verity Asset Management
North Carolina
$520K -$133K -509 -20%
ANTB
592
AMG National Trust Bank
Colorado
$520K +$52.1K +200 +11%
CWM
593
CCG Wealth Management
California
$518K – – –
PP
594
Pegasus Partners
Wisconsin
$514K – – –
PFBT
595
Parkside Financial Bank & Trust
Missouri
$511K – – –
IAIM
596
International Assets Investment Management
Florida
$504K +$504K +1,951 New
CAM
597
Cozad Asset Management
Illinois
$500K -$2.35K -9 -0.5%
FC
598
Fusion Capital
South Carolina
$496K -$56.8K -218 -10%
FFL
599
Financial Freedom LLC
Ohio
$495K +$261 +1 +0.1%
TFG
600
Taylor Financial Group
Virginia
$494K – – –
22 23
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