VBK icon

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 %
MSA
726
Marino Stram & Associates
Massachusetts
$290K – – –
CD
727
Chapin Davis
Maryland
$289K – – –
CAG
728
Compass Advisory Group
New York
$286K +$521 +2 +0.2%
SWA
729
Sightline Wealth Advisors
Connecticut
$286K – – –
DP
730
Dearborn Partners
Illinois
$285K +$285K +1,092 New
MWP
731
MYCIO Wealth Partners
Pennsylvania
$284K +$521 +2 +0.2%
JFG
732
JMG Financial Group
Illinois
$283K – – –
PP
733
PDS Planning
Ohio
$283K +$261 +1 +0.1%
SMC
734
Smith, Moore & Co
Missouri
$282K +$2.35K +9 +0.8%
GT
735
Greenleaf Trust
Michigan
$275K +$33.9K +130 +14%
DFG
736
Dupree Financial Group
Kentucky
$271K +$19K +73 +8%
CFG
737
Carr Financial Group
Massachusetts
$269K +$269K +1,032 New
FCH
738
Freestone Capital Holdings
Washington
$267K +$37.8K +145 +16%
CAMG
739
CWA Asset Management Group
Florida
$266K – – –
FTIS
740
First Trust Investment Solutions
Florida
$265K – – –
CA
741
Clearstead Advisors
Ohio
$265K -$77.3K -307 -23%
JPWM
742
Jamison Private Wealth Management
Georgia
$262K +$21.1K +81 +9%
FGAM
743
Financial Gravity Asset Management
Texas
$261K -$10K -40 -4%
EFA
744
Edge Financial Advisors
Illinois
$261K +$261K +1,001 New
MFT
745
Moisand Fitzgerald Tamayo
Florida
$261K – – –
SCM
746
Steele Capital Management
Iowa
$258K +$258K +990 New
WP
747
Wealthspan Partners
Iowa
$258K -$5.48K -21 -2%
S
748
SignatureFD
Georgia
$258K -$8.61K -33 -3%
VBWMG
749
Von Berge Wealth Management Group
California
$253K – – –
RDWM
750
Red Door Wealth Management
Tennessee
$252K +$252K +968 New
28 29
30
31 32