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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 %
MSA
726
Marino Stram & Associates
Massachusetts
$269K +$242 +1 +0.1%
CD
727
Chapin Davis
Maryland
$268K +$268K +1,109 New
WPW
728
Watershed Private Wealth
Illinois
$266K +$266K +1,101 New
SWA
729
Sightline Wealth Advisors
Connecticut
$265K +$242 +1 +0.1%
BNP Paribas Financial Markets
730
BNP Paribas Financial Markets
France
$265K +$76.9K +318 +41%
CAG
731
Compass Advisory Group
New York
$265K -$1.69K -7 -0.6%
RPGK
732
Retirement Planning Group (Kansas)
Kansas
$264K +$264K +1,092 New
GCA
733
Greenwood Capital Associates
South Carolina
$263K +$263K +1,089 New
FIA
734
Foundations Investment Advisors
Arizona
$263K -$166K -697 -39%
MWP
735
MYCIO Wealth Partners
Pennsylvania
$263K +$484 +2 +0.2%
JFG
736
JMG Financial Group
Illinois
$263K – – –
PP
737
PDS Planning
Ohio
$262K – – –
TFA
738
TPG Financial Advisors
Oregon
$262K +$5.45K +23 +2%
AWA
739
Arkadios Wealth Advisors
Georgia
$261K +$34.8K +144 +15%
PAG
740
Private Advisory Group
Washington
$261K -$74.7K -309 -22%
SMC
741
Smith, Moore & Co
Missouri
$259K -$14.5K -60 -5%
PL
742
Plancorp LLC
Missouri
$257K – – –
S
743
SignatureFD
Georgia
$247K -$8.46K -35 -3%
AWA
744
Alaska Wealth Advisors
Alaska
$247K -$9.91K -41 -4%
CAMG
745
CWA Asset Management Group
Florida
$246K -$7.26K -30 -3%
FTIS
746
First Trust Investment Solutions
Florida
$246K +$246K +1,017 New
PG
747
Proffitt & Goodson
Tennessee
$244K – – –
WP
748
Wealthspan Partners
Iowa
$244K +$8.7K +36 +4%
MFT
749
Moisand Fitzgerald Tamayo
Florida
$242K – – –
ICG
750
InterOcean Capital Group
Tennessee
$237K -$416K -1,719 -64%
28 29
30
31 32