VBK icon

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 %
BBPWM
951
Blue Bell Private Wealth Management
Pennsylvania
$4.59K – – –
TWC
952
TD Waterhouse Canada
Ontario, Canada
$4.41K – – –
AFWM
953
Abich Financial Wealth Management
Virginia
$4.4K +$4.4K +18 New
AGWCA
954
Annis Gardner Whiting Capital Advisors
Florida
$3.39K – – –
NB
955
NBT Bank
New York
$3.39K +$3.39K +14 New
FA
956
Faithward Advisors
Pennsylvania
$3.31K – – –
JWM
957
Janiczek Wealth Management
Colorado
$3.16K – – –
AWM
958
AllSquare Wealth Management
New York
$3.14K – – –
PCMC
959
Planning Capital Management Corporation
Pennsylvania
$2.79K +$2.79K +12 New
NC
960
NewSquare Capital
Pennsylvania
$2.42K – – –
DF
961
DecisionPoint Financial
Arizona
$2.42K – – –
TVAMP
962
Tennessee Valley Asset Management Partners
Tennessee
$2.18K +$2.18K +9 New
LFA
963
Livelsberger Financial Advisory
Ohio
$2.18K +$2.18K +9 New
CAM
964
Costello Asset Management
Pennsylvania
$1.93K – – –
AWM
965
Atticus Wealth Management
Florida
$1.69K – – –
DCM
966
Davis Capital Management
Florida
$1.45K +$1.45K +6 New
KWAG
967
Kiely Wealth Advisory Group
North Carolina
$1.43K +$1.43K +6 New
WBC
968
West Branch Capital
Massachusetts
$1.21K – – –
PCWA
969
Pacific Capital Wealth Advisors
California
$967 +$967 +4 New
LTI
970
Laffer Tengler Investments
Tennessee
$484 +$484 +2 New
AEPWM
971
Atlantic Edge Private Wealth Management
Florida
$242 +$242 +1 New
RG
972
Retirement Group
California
$22 – – –
PLFA
973
Pacific Life Fund Advisors
California
– -$29.3M -136,805 Closed
HF
974
HRT Financial
New York
– -$6.06M -28,306 Closed
KAS
975
KPP Advisory Services
Kentucky
– -$2.28M -10,643 Closed
37 38
39
40 41