VBK icon

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 %
SM
676
Sensible Money
Arizona
$363K -$8.86K -34 -2%
KFS
677
Kaizen Financial Strategies
California
$361K +$361K +1,384 New
APIM
678
Agate Pass Investment Management
Washington
$359K – – –
BA
679
Bluesphere Advisors
Pennsylvania
$356K +$16.4K +63 +5%
AMM
680
American Money Management
California
$356K -$14.3K -55 -4%
BC
681
Burney Company
Virginia
$356K -$46.7K -179 -12%
AC
682
Apella Capital
Connecticut
$355K -$8.75K -34 -2%
SFC
683
Strategic Financial Concepts
Texas
$354K +$354K +1,358 New
DWT
684
Dorsey & Whitney Trust
South Dakota
$352K +$11K +42 +3%
NCM
685
Narwhal Capital Management
Georgia
$352K -$261 -1 -0.1%
HSBC Holdings
686
HSBC Holdings
United Kingdom
$349K -$102K -393 -23%
PB
687
Pinnacle Bancorp
Nebraska
$346K -$3.65K -14 -1%
NF
688
NavPoint Financial
Minnesota
$345K +$521 +2 +0.2%
SPI
689
Sutton Place Investors
New York
$345K – – –
JWM
690
Jeppson Wealth Management
California
$344K +$521 +2 +0.2%
CA
691
Continuum Advisory
Idaho
$343K -$321K -1,272 -48%
PCS
692
Personal CFO Solutions
New Jersey
$340K +$340K +1,303 New
IPW
693
Invictus Private Wealth
Colorado
$339K -$6K -23 -2%
DFG
694
Delta Financial Group
New Jersey
$338K -$7.03K -27 -2%
NP
695
NorthRock Partners
Minnesota
$338K +$521 +2 +0.2%
SWM
696
Segment Wealth Management
Texas
$338K – – –
CIC
697
Cutler Investment Counsel
Oregon
$335K -$14.3K -55 -4%
DIP
698
Davis Investment Partners
North Carolina
$334K – – –
CPA
699
Cardiff Park Advisors
California
$333K +$521 +2 +0.2%
PCH
700
PGIM Custom Harvest
New Jersey
$330K -$35.5K -136 -10%
26 27
28
29 30