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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 %
Fuller & Thaler Asset Management
826
Fuller & Thaler Asset Management
California
$152K +$152K +585 New
CSWM
827
Cassady Schiller Wealth Management
Ohio
$147K +$34.4K +132 +31%
JWA
828
JFS Wealth Advisors
Pennsylvania
$147K +$44.8K +172 +44%
SA
829
SRH Advisors
Kansas
$143K – – –
Lazard Asset Management
830
Lazard Asset Management
New York
$143K – – –
RS
831
Rakuten Securities
Japan
$139K +$139K +535 New
LCM
832
Logan Capital Management
Pennsylvania
$139K – – –
IRC
833
Investors Research Corp
Georgia
$137K -$5.21K -20 -4%
DIP
834
DT Investment Partners
Pennsylvania
$134K – – –
BEI
835
Benjamin Edwards Inc
Missouri
$128K -$2.35K -9 -2%
LB
836
Legacy Bridge
Iowa
$123K – – –
MSWM
837
Mowery & Schoenfeld Wealth Management
Illinois
$120K – – –
CWM
838
CarsonAllaria Wealth Management
Illinois
$120K +$120K +462 New
RDIA
839
RE Dickinson Investment Advisors
Iowa
$119K -$24K -92 -17%
FDCDDQ
840
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K – – –
IHWM
841
Iron Horse Wealth Management
Iowa
$116K -$11.7K -45 -9%
RIL
842
Rothschild Investment LLC
Illinois
$115K – – –
RIA
843
Realta Investment Advisors
Delaware
$114K +$114K +436 New
FP
844
Financial Perspectives
Minnesota
$113K – – –
SSB
845
Sandy Spring Bank
Maryland
$110K +$6.78K +26 +7%
KWAG
846
Kiely Wealth Advisory Group
North Carolina
$109K +$107K +434 +7,233%
CWP
847
Concord Wealth Partners
Virginia
$106K -$3.39K -13 -3%
SAM
848
Smartleaf Asset Management
Massachusetts
$105K +$58.6K +225 +126%
PA
849
PSI Advisors
Florida
$104K – – –
PSB
850
Piscataqua Savings Bank
New Hampshire
$104K – – –
32 33
34
35 36