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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 %
SWM
801
Soundmark Wealth Management
Washington
$206K +$206K +789 New
GI
802
Gradient Investments
Minnesota
$205K -$146K -559 -42%
CIAS
803
Capital Investment Advisory Services
North Carolina
$205K +$7.04K +27 +4%
NEWAS
804
N.E.W. Advisory Services
Wisconsin
$204K +$204K +784 New
GAM
805
Gemmer Asset Management
California
$204K +$204K +783 New
SGI
806
Summit Global Investments
Utah
$204K +$204K +783 New
PTC
807
Philadelphia Trust Company
Pennsylvania
$204K +$204K +783 New
CTFG
808
Capstone Triton Financial Group
Oklahoma
$204K -$19.8K -76 -9%
CFS
809
Cannon Financial Strategists
Georgia
$204K +$204K +781 New
RT
810
Rockland Trust
Massachusetts
$203K +$203K +780 New
KFGK
811
Keystone Financial Group (Kentucky)
Kentucky
$203K +$203K +779 New
RW
812
REDW Wealth
New Mexico
$202K +$202K +773 New
NSIM
813
North Star Investment Management
Illinois
$201K +$261 +1 +0.1%
MLFP
814
MPS Loria Financial Planners
Illinois
$201K +$201K +770 New
BIM
815
Baldwin Investment Management
Pennsylvania
$201K +$201K +770 New
PG
816
Proffitt & Goodson
Tennessee
$195K -$68.3K -262 -26%
MIA
817
Milestone Investment Advisors
Wisconsin
$193K – – –
IBOK
818
Independence Bank of Kentucky
Kentucky
$193K – – –
CAL
819
Capital Advisors Ltd
Ohio
$182K – – –
CFGS
820
Concourse Financial Group Securities
Alabama
$181K +$521 +2 +0.3%
JGIA
821
Jackson Grant Investment Advisers
Connecticut
$178K +$261 +1 +0.1%
FPF
822
First Pacific Financial
Washington
$166K +$261 +1 +0.2%
WOC
823
West Oak Capital
California
$162K – – –
NF
824
Norwood Financial
Pennsylvania
$160K – – –
Simplex Trading
825
Simplex Trading
Illinois
$157K -$8.66M -33,278 -98%
31 32
33
34 35