VBK icon

Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

1,018 hedge funds and large institutions have $10.8B invested in Vanguard Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 385 increasing their positions, 332 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+43
Holders Change %
+4.41%
% of All Funds
14.72%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.67%
New
86
Increased
385
Reduced
332
Closed
31
Calls
$13.7M
Puts
$7.54M
Net Calls
+$6.2M
Net Calls Change
+$4.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$60.8M
3
AA
Axiom Advisory
California
+$30.3M
4
EWA
EP Wealth Advisors
California
+$29.7M
5
PPP
Private Portfolio Partners
New Jersey
+$19.6M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$83.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$64.3M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$49.9M
4
US Bancorp
US Bancorp
Minnesota
-$35.1M
5
AWM
Apollon Wealth Management
South Carolina
-$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
701
Private Trust Company
Ohio
$340K +$53.5K +200 +19%
CIC
702
Cutler Investment Counsel
Oregon
$338K – – –
WP
703
Wealthspan Partners
Iowa
$337K +$36.1K +135 +12%
ZB
704
Zions Bancorporation
Utah
$336K – – –
SFS
705
Strategic Financial Services
New York
$332K – – –
PWG
706
Portside Wealth Group
Utah
$329K +$329K +1,231 New
VFP
707
Verus Financial Partners
Virginia
$322K – – –
SVWAG
708
Sound View Wealth Advisors Group
Georgia
$322K +$2.94K +11 +0.9%
AIS
709
American Investment Services
Massachusetts
$317K – – –
EW
710
Elyxium Wealth
California
$317K +$317K +1,185 New
FG
711
Fairman Group
Pennsylvania
$316K +$802 +3 +0.3%
Citadel Advisors
712
Citadel Advisors
Florida
$316K -$2.48M -9,266 -89%
CGA
713
Crescent Grove Advisors
Illinois
$315K – – –
KBFS
714
Kohmann Bosshard Financial Services
Ohio
$315K +$1.87K +7 +0.6%
WA
715
WBH Advisory
Maryland
$313K – – –
MCCP
716
Mission Creek Capital Partners
California
$310K -$6.15K -23 -2%
KWM
717
Keebeck Wealth Management
Illinois
$310K -$30.5K -114 -9%
PFG
718
PAX Financial Group
Texas
$303K -$12K -45 -4%
CD
719
Chapin Davis
Maryland
$303K +$10.2K +38 +3%
IPW
720
Invictus Private Wealth
Colorado
$303K -$13.6K -51 -4%
IC
721
Iconiq Capital
California
$303K +$802 +3 +0.3%
AF
722
Apollon Financial
South Carolina
$302K -$976K -3,652 -76%
BA
723
Bluesphere Advisors
Pennsylvania
$300K -$9.62K -36 -3%
Deutsche Bank
724
Deutsche Bank
Germany
$300K – – –
SW
725
SteelPeak Wealth
California
$299K – – –
27 28
29
30 31