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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

975 hedge funds and large institutions have $9.92B invested in Vanguard Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
14.18%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.6%
New
66
Increased
337
Reduced
362
Closed
68
Calls
$7.1M
Puts
$4.95M
Net Calls
+$2.15M
Net Calls Change
-$4.8M

Top Buyers

1
AA
Axiom Advisory
California
$392M
2
Bank of America
Bank of America
North Carolina
$2.14B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$98.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$23.5M
5
Wells Fargo
Wells Fargo
California
$188M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$493M
2
Morgan Stanley
Morgan Stanley
New York
$426M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$178M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$53.9M
5
Truist Financial
Truist Financial
North Carolina
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
926
Indiana Trust & Investment Management
Indiana
$12K – – –
MSG
927
Main Street Group
Virginia
$11.9K -$8.19K -33 -41%
FPFS
928
First Personal Financial Services
North Carolina
$11.5K +$10.3K +41 +820%
LI
929
LRI Investments
Florida
$11.3K – – –
GFPC
930
Global Financial Private Client
Florida
$11.3K – – –
OW
931
Olistico Wealth
Oklahoma
$11.3K +$11.3K +45 New
BBPWM
932
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
IGWM
933
ICA Group Wealth Management
Colorado
$10.8K -$59.8K -239 -85%
AFG
934
Albion Financial Group
Utah
$10K – – –
MBFW
935
Morton Brown Family Wealth
Pennsylvania
$9.8K – – –
APC
936
Aspire Private Capital
North Carolina
$9.01K -$1.5K -6 -14%
DMIC
937
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.77K – – –
HWA
938
HHM Wealth Advisors
Tennessee
$8.76K +$8.76K +35 New
MA
939
MCF Advisors
Kentucky
$8.52K – – –
FCA
940
FinTrust Capital Advisors
South Carolina
$8.51K -$16.5K -66 -66%
CT
941
Clearstead Trust
Maine
$8.01K – – –
DFA
942
DHJJ Financial Advisors
Illinois
$8.01K – – –
CTWM
943
Cherry Tree Wealth Management
Minnesota
$7.76K +$7.76K +31 New
OIA
944
Optimum Investment Advisors
Illinois
$7.5K – – –
PWMG
945
Prestige Wealth Management Group
New Jersey
$7.25K – – –
FRA
946
Front Row Advisors
California
$6.77K +$2K +8 +42%
BLC
947
Brown, Lisle/Cummings
Rhode Island
$6.5K – – –
FHC
948
First Heartland Consultants
Missouri
$6.39K +$3.36K +13,447 +111%
GPFA
949
Game Plan Financial Advisors
Ohio
$6.25K -$5.75K -23 -48%
ACM
950
Anfield Capital Management
California
$5.75K +$5.75K +23 New
36 37
38
39 40