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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 %
BWL
701
Bogart Wealth LLC
Virginia
$297K +$32.9K +136 +12%
SFS
702
Strategic Financial Services
New York
$297K – – –
KBFS
703
Kohmann Bosshard Financial Services
Ohio
$296K +$12.6K +52 +4%
RWM
704
Ritholtz Wealth Management
New York
$289K +$289K +1,197 New
ES
705
Eagle Strategies
New York
$289K -$6.29K -26 -2%
VFP
706
Verus Financial Partners
Virginia
$288K – – –
SVWAG
707
Sound View Wealth Advisors Group
Georgia
$288K -$2.42K -10 -0.8%
WF
708
WoodTrust Financial
Wisconsin
$288K +$2.17K +9 +0.8%
CCM
709
Carlson Capital Management
Minnesota
$285K +$285K +1,180 New
FG
710
Fairman Group
Pennsylvania
$285K +$285K +1,177 New
SWP
711
Strategic Wealth Partners
Ohio
$284K +$284K +1,174 New
TA
712
TFG Advisers
Michigan
$283K +$484 +2 +0.2%
WA
713
WBH Advisory
Maryland
$283K – – –
Fisher Asset Management
714
Fisher Asset Management
Washington
$283K +$283K +1,170 New
OFS
715
Oldfather Financial Services
Nebraska
$279K +$46.4K +192 +20%
CC
716
Courier Capital
New York
$278K -$76.9K -318 -22%
LCWP
717
Legacy Capital Wealth Partners
Arkansas
$277K +$3.39K +14 +1%
FAT
718
First American Trust
California
$276K +$6.77K +28 +3%
CPW
719
Cove Private Wealth
New York
$273K +$273K +1,130 New
TSS
720
Two Sigma Securities
New York
$273K +$273K +1,130 New
KL
721
KWMG LLC
Kansas
$273K -$11.9M -49,319 -98%
Deutsche Bank
722
Deutsche Bank
Germany
$272K -$123K -509 -31%
NCM
723
Novare Capital Management
North Carolina
$271K – – –
PIAS
724
PCA Investment Advisory Services
Ohio
$269K -$78.5K -325 -23%
FA
725
FDx Advisors
Illinois
$269K +$38.2K +158 +17%
27 28
29
30 31