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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.

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
1
Morgan Stanley
New York
$927M
2
Bank of America
2
Bank of America
North Carolina
$1.59B
3
Goldman Sachs
3
Goldman Sachs
New York
$72.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$75.8M
5
CAN
5
Cetera Advisor Networks
California
$59.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$179M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$203M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$89.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$26.1M +$3.81M +15,767 +17%
Creative Planning
52
Creative Planning
Kansas
$25.9M -$2.95M -12,200 -10%
WPW
53
Waldron Private Wealth
Pennsylvania
$25.5M -$709K -2,932 -3%
IWA
54
Inspirion Wealth Advisors
Illinois
$25.4M +$356K +1,493 +1%
JC
55
Jentner Corp
Ohio
$25.1M +$1.3M +5,380 +5%
Members Trust
56
Members Trust
Florida
$24.3M -$11.8M -48,292 -33%
SWA
57
Strategies Wealth Advisors
Michigan
$23.2M +$1.15M +4,755 +5%
MFWP
58
Mosaic Family Wealth Partners
Missouri
$23.1M -$957K -3,960 -4%
BWM
59
Brickley Wealth Management
California
$23M +$123K +509 +0.5%
ODIJL
60
One Day In July LLC
Vermont
$22.5M +$1.01M +4,179 +5%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$509K +2,106 +2%
AWM
62
Avior Wealth Management
Nebraska
$20.4M +$975K +4,039 +5%
BPA
63
Beacon Pointe Advisors
California
$20.2M +$5.05M +20,888 +33%
I
64
INVST
Indiana
$19.5M +$16.2K +68 +0.1%
WANY
65
Wealthspire Advisors (New York)
New York
$19.4M +$9.83M +40,669 +103%
CAM
66
Cresset Asset Management
Illinois
$19.2M -$1.56M -6,446 -8%
PAG
67
Private Advisor Group
New Jersey
$19.1M +$793K +3,278 +4%
VCM
68
Vision Capital Management
Oregon
$18.4M +$304K +1,258 +2%
BIA
69
BHK Investment Advisors
Alabama
$17.8M -$5.18M -21,434 -23%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$17.4M -$878K -3,630 -5%
SHGA
71
Sand Hill Global Advisors
California
$17.2M +$15.1M +62,517 +735%
PPP
72
Private Portfolio Partners
New Jersey
$17M +$168K +693 +1%
BCIM
73
Bishop & Co Investment Management
Pennsylvania
$16.7M +$16.7M +68,875 New
AI
74
Atria Investments
North Carolina
$15.8M +$13.6M +56,065 +594%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$15.8M -$1.21M -5,024 -7%
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