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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 %
ZB
701
Zions Bancorporation
Utah
$328K – – –
SFS
702
Strategic Financial Services
New York
$324K +$3.91K +15 +1%
SWM
703
Silverlake Wealth Management
Vermont
$323K -$70.4K -270 -18%
BWL
704
Bogart Wealth LLC
Virginia
$320K – – –
PFG
705
PAX Financial Group
Texas
$320K -$22.9K -88 -7%
NL
706
NWAM LLC
Washington
$319K -$41.5K -164 -12%
PWG
707
Portside Wealth Group
Utah
$318K +$318K +1,221 New
SW
708
SteelPeak Wealth
California
$318K -$25.8K -99 -8%
VFP
709
Verus Financial Partners
Virginia
$317K – – –
SVWAG
710
Sound View Wealth Advisors Group
Georgia
$311K – – –
AIS
711
American Investment Services
Massachusetts
$309K +$309K +1,187 New
WA
712
WBH Advisory
Maryland
$309K +$3.65K +14 +1%
TA
713
TFG Advisers
Michigan
$309K +$3.39K +13 +1%
CGA
714
Crescent Grove Advisors
Illinois
$308K +$90.7K +348 +42%
FG
715
Fairman Group
Pennsylvania
$307K +$521 +2 +0.2%
KBFS
716
Kohmann Bosshard Financial Services
Ohio
$306K -$13.6K -52 -4%
OFS
717
Oldfather Financial Services
Nebraska
$301K – – –
SWA
718
Sax Wealth Advisors
New Jersey
$300K -$51.6K -198 -15%
CC
719
Courier Capital
New York
$298K -$1.3K -5 -0.4%
AWA
720
Arkadios Wealth Advisors
Georgia
$298K +$15.9K +61 +6%
Deutsche Bank
721
Deutsche Bank
Germany
$293K – – –
LWM
722
LongView Wealth Management
Georgia
$292K +$33.6K +129 +13%
BBHC
723
Brown Brothers Harriman & Co
New York
$291K -$29.5K -113 -9%
PIAS
724
PCA Investment Advisory Services
Ohio
$291K – – –
FIA
725
Foundations Investment Advisors
Arizona
$290K +$3.13K +12 +1%
27 28
29
30 31