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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 %
SGK
776
Steigerwald Gordon & Koch
Virginia
$209K +$209K +866 New
AWM
777
Accurate Wealth Management
Florida
$209K -$132K -562 -39%
GGS
778
Galvin Gaustad & Stein
Arizona
$209K +$209K +864 New
CTFG
779
Capstone Triton Financial Group
Oklahoma
$207K +$207K +858 New
CW
780
CreativeOne Wealth
Kansas
$207K -$369K -1,526 -64%
HPC
781
HM Payson & Co
Maine
$206K – – –
SFWC
782
Strategic Family Wealth Counselors
New Jersey
$206K +$206K +853 New
SIA
783
Schechter Investment Advisors
Michigan
$206K +$206K +850 New
HSA
784
HBK Sorce Advisory
Pennsylvania
$205K +$205K +849 New
RPC
785
Rossmore Private Capital
Connecticut
$202K +$202K +835 New
CGA
786
Crescent Grove Advisors
Illinois
$201K +$201K +832 New
AA
787
Argent Advisors
Louisiana
$201K +$201K +830 New
AIA
788
Arcadia Investment Advisors
Idaho
$196K – – –
AWM
789
Angeles Wealth Management
California
$191K – – –
NMG
790
New Millennium Group
Utah
$188K -$4.74M -19,589 -96%
NSIM
791
North Star Investment Management
Illinois
$187K – – –
CIAS
792
Capital Investment Advisory Services
North Carolina
$183K +$9.67K +40 +6%
MIA
793
Milestone Investment Advisors
Wisconsin
$179K – – –
IBOK
794
Independence Bank of Kentucky
Kentucky
$179K – – –
PTC
795
Private Trust Company
Ohio
$175K – – –
LA
796
LM Advisors
California
$169K +$169K +700 New
CAL
797
Capital Advisors Ltd
Ohio
$169K – – –
FMP
798
Financial Management Professionals
Texas
$169K +$169K +700 New
CFGS
799
Concourse Financial Group Securities
Alabama
$167K +$3.39K +14 +2%
JGIA
800
Jackson Grant Investment Advisers
Connecticut
$164K +$483 +2 +0.3%
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