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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 %
PB
676
Pinnacle Bancorp
Nebraska
$324K -$725 -3 -0.2%
CIC
677
Cutler Investment Counsel
Oregon
$324K -$2.42K -10 -0.7%
PWP
678
Principle Wealth Partners
Connecticut
$324K +$5.56K +23 +2%
AIM
679
Anchor Investment Management
South Carolina
$322K +$14.7K +61 +5%
SEP
680
Southland Equity Partners
Missouri
$320K +$1.93K +8 +0.6%
PFG
681
PAX Financial Group
Texas
$320K +$19.5K +80 +6%
DFG
682
Delta Financial Group
New Jersey
$320K +$78.2K +324 +32%
IPW
683
Invictus Private Wealth
Colorado
$320K – – –
NF
684
NavPoint Financial
Minnesota
$320K +$320K +1,323 New
SPI
685
Sutton Place Investors
New York
$320K -$7.74K -32 -2%
SW
686
SteelPeak Wealth
California
$319K +$23.9K +99 +8%
JWM
687
Jeppson Wealth Management
California
$319K -$70.6K -292 -18%
GWSG
688
GPS Wealth Strategies Group
Colorado
$318K +$89.2K +369 +39%
SGCA
689
Steel Grove Capital Advisors
Tennessee
$317K -$36.3K -150 -10%
DWT
690
Dorsey & Whitney Trust
South Dakota
$317K -$24.4K -101 -7%
BA
691
Bluesphere Advisors
Pennsylvania
$315K +$75.4K +312 +31%
MIG
692
McGuire Investment Group
Rhode Island
$313K +$84.9K +351 +37%
SWM
693
Segment Wealth Management
Texas
$313K – – –
NP
694
NorthRock Partners
Minnesota
$313K -$8.22K -34 -3%
CPA
695
Cardiff Park Advisors
California
$308K +$725 +3 +0.2%
DIP
696
Davis Investment Partners
North Carolina
$308K – – –
ZB
697
Zions Bancorporation
Utah
$304K – – –
WE
698
Wealth Effects
Massachusetts
$300K +$300K +1,240 New
P
699
&Partners
Tennessee
$300K +$300K +1,406 New
BBHC
700
Brown Brothers Harriman & Co
New York
$297K +$29.5K +122 +11%
26 27
28
29 30