VBK icon

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 %
PWA
951
Provenance Wealth Advisors
Florida
$5.03K – – –
PPA
952
Painted Porch Advisors
California
$5.03K +$5.03K +20 New
SIS
953
Sound Income Strategies
Florida
$5K -$8.26K -33 -62%
TSWM
954
Tyler-Stone Wealth Management
Ohio
$5K -$2.5K -10 -33%
TWC
955
TD Waterhouse Canada
Ontario, Canada
$4.71K -$992 -4 -17%
TCM
956
TruNorth Capital Management
Michigan
$4K – – –
AGWCA
957
Annis Gardner Whiting Capital Advisors
Florida
$3.51K – – –
AWM
958
AllSquare Wealth Management
New York
$3.25K – – –
FGA
959
Fortis Group Advisors
New Jersey
$3.25K – – –
CP
960
Camelot Portfolios
Ohio
$3.25K +$3.25K +13 New
PCMC
961
Planning Capital Management Corporation
Pennsylvania
$2.9K – – –
MSS
962
Mitchell Sinkler & Starr
Pennsylvania
$2.84K – – –
SFC
963
Strategic Financial Concepts
Texas
$2.72K +$2.71K +313,969 +23,120%
DF
964
DecisionPoint Financial
Arizona
$2.62K – – –
CFO
965
CVA Family Office
Colorado
$2.5K -$11.8K -47 -82%
NC
966
NewSquare Capital
Pennsylvania
$2.5K – – –
CAM
967
Costello Asset Management
Pennsylvania
$2K – – –
SFC
968
SYM Financial Corp
Indiana
$2K +$2K +8 New
AFS
969
Annapolis Financial Services
Maryland
$1.5K – – –
AEPWM
970
Atlantic Edge Private Wealth Management
Florida
$1.5K +$1.25K +5 +500%
DCM
971
Davis Capital Management
Florida
$1.49K – – –
WBC
972
West Branch Capital
Massachusetts
$1.25K – – –
PCWA
973
Pacific Capital Wealth Advisors
California
$1K -$2.5K -10 -71%
CMP
974
Coston McIsaac & Partners
Maine
$1K – – –
CPBTD
975
Central Pacific Bank - Trust Division
Hawaii
$750 – – –
37 38
39
40 41