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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 %
CFG
651
Citizens Financial Group
Rhode Island
$359K +$52.7K +218 +17%
PFS
652
Prospect Financial Services
New York
$359K +$359K +1,484 New
BOPW
653
Brandywine Oak Private Wealth
Pennsylvania
$357K -$50K -207 -12%
SCA
654
Snowden Capital Advisors
New York
$356K +$18.1K +75 +5%
TCM
655
Triumph Capital Management
Colorado
$354K -$7.5K -31 -2%
MCCP
656
Mission Creek Capital Partners
California
$354K +$967 +4 +0.3%
BW
657
BIP Wealth
Georgia
$354K +$17.2K +71 +5%
SAM
658
Silvercrest Asset Management
New York
$354K +$28K +116 +9%
BCM
659
BluePointe Capital Management
California
$352K +$352K +1,454 New
KA
660
Kovack Advisors
Florida
$348K +$98.4K +407 +39%
GSIAS
661
Garden State Investment Advisory Services
New Jersey
$348K +$35.3K +146 +11%
SM
662
Sensible Money
Arizona
$345K – – –
NL
663
NWAM LLC
Washington
$345K +$60K +248 +21%
AMM
664
American Money Management
California
$343K +$725 +3 +0.2%
FFA
665
Florida Financial Advisors
Florida
$343K +$343K +1,417 New
KA
666
Klingman & Associates
New York
$340K – – –
PCH
667
PGIM Custom Harvest
New Jersey
$338K +$1.69K +7 +0.5%
LDB
668
Lee, Danner & Bass
Tennessee
$336K -$24.2K -100 -7%
APIM
669
Agate Pass Investment Management
Washington
$333K – – –
AC
670
Apella Capital
Connecticut
$328K +$23.9K +103 +8%
CA
671
Clearstead Advisors
Ohio
$328K -$128K -530 -28%
NCM
672
Narwhal Capital Management
Georgia
$327K +$242 +1 +0.1%
SWA
673
Sax Wealth Advisors
New Jersey
$326K +$46.4K +192 +17%
LW
674
Linscomb Wealth
Texas
$325K – – –
GI
675
Gradient Investments
Minnesota
$325K +$47.1K +195 +17%
25 26
27
28 29