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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 %
SL
626
Salomon & Ludwin
Virginia
$408K – – –
VFIC
627
Valley Forge Investment Consultants
Pennsylvania
$405K +$3.39K +14 +0.8%
PVI
628
Pine Valley Investments
New Jersey
$401K +$25.6K +106 +7%
SCM
629
SOL Capital Management
Maryland
$400K -$255K -1,053 -39%
WFA
630
Wells Financial Advisors
Massachusetts
$397K +$55.6K +230 +16%
QCM
631
QRG Capital Management
Illinois
$396K -$71.3K -295 -15%
PD
632
Planning Directions
Pennsylvania
$395K -$2.9K -12 -0.7%
MMHP
633
Murphy Middleton Hinkle & Parker
Georgia
$393K – – –
BC
634
Bowman & Company
Wisconsin
$391K +$3.39K +14 +0.9%
ARC
635
Advisor Resource Council
Texas
$391K +$391K +1,618 New
SAM
636
S.A. Mason
Michigan
$389K – – –
FPAS
637
Focus Partners Advisor Solutions
Missouri
$387K +$387K +1,599 New
Lido Advisors
638
Lido Advisors
California
$385K -$64.8K -268 -14%
OC
639
Oppenheimer & Co
New York
$382K -$63.3K -262 -14%
CCA
640
Clearwater Capital Advisors
Illinois
$381K – – –
FI
641
Financial Insights
Washington
$380K -$469K -1,942 -55%
CHA
642
Carmichael Hill & Associates
Maryland
$380K – – –
SIC
643
Sigma Investment Counselors
Michigan
$379K +$10.6K +44 +3%
MSFS
644
Main Street Financial Solutions
Pennsylvania
$375K +$12.3K +51 +3%
BC
645
Burney Company
Virginia
$373K -$3.38K -14 -0.9%
PS
646
Principal Securities
Iowa
$370K +$370K +1,531 New
ATI
647
ARK & TLK Investments
Oklahoma
$369K +$369K +1,527 New
RWM
648
Revisor Wealth Management
Ohio
$368K -$142K -589 -28%
NAMP
649
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$365K -$181K -750 -33%
SWM
650
Silverlake Wealth Management
Vermont
$364K +$65.3K +270 +22%
24 25
26
27 28