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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$179M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$203M
3
PLFA
Pacific Life Fund Advisors
California
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$89.1M
5
UCFA
United Capital Financial Advisors
Texas
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
751
Marcum Wealth
Ohio
$235K +$235K +970 New
LWM
752
LongView Wealth Management
Georgia
$234K +$234K +993 New
DFG
753
Dupree Financial Group
Kentucky
$233K +$233K +965 New
PCM
754
Parsons Capital Management
Rhode Island
$231K – – –
TT
755
TI-Trust
Illinois
$231K – – –
SCP
756
Stevens Capital Partners
Nebraska
$228K +$228K +942 New
VBWMG
757
Von Berge Wealth Management Group
California
$228K – – –
NFA
758
Northwest Financial Advisors
Virginia
$224K +$224K +927 New
GT
759
Greenleaf Trust
Michigan
$224K +$224K +926 New
JPWM
760
Jamison Private Wealth Management
Georgia
$223K +$63.6K +263 +40%
SI
761
Saxon Interests
Texas
$223K +$223K +923 New
PWMAG
762
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$223K +922 New
SFMG
763
Sage Financial Management Group
Virginia
$222K +$222K +918 New
EFG
764
Embree Financial Group
Illinois
$220K +$220K +909 New
BMCM
765
Bryn Mawr Capital Management
Pennsylvania
$220K -$7.73K -32 -3%
FT
766
Fiduciary Trust
Massachusetts
$219K +$219K +907 New
FL
767
FreeGulliver LLC
Louisiana
$218K +$218K +901 New
KFP
768
KMG Fiduciary Partners
Ohio
$215K +$215K +890 New
CIA
769
Capital Investment Advisors
Georgia
$215K +$215K +889 New
MIM
770
Macroview Investment Management
Maryland
$215K +$199K +824 +1,288%
MIC
771
Means Investment Company
Maine
$214K +$214K +885 New
RF
772
Rollins Financial
Georgia
$213K +$213K +881 New
RFA
773
Rollins Financial Advisors
New York
$213K +$213K +881 New
FCH
774
Freestone Capital Holdings
Washington
$213K +$213K +879 New
CW
775
CIC Wealth
Maryland
$212K +$212K +877 New
29 30
31
32 33