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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
$2.15B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$72.4M
4
MGIA
Moneta Group Investment Advisors
Missouri
$117M
5
UBS Group
UBS Group
Switzerland
$224M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$504M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
Goldman Sachs
Goldman Sachs
New York
$22.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$624M
5
Osaic Holdings
Osaic Holdings
Arizona
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCWA
976
Pacific Capital Wealth Advisors
California
$3.65K +$2.61K +10 +250%
FGA
977
Fortis Group Advisors
New Jersey
$3.39K -$3.39K -13 -50%
AWM
978
AllSquare Wealth Management
New York
$3.39K – – –
PCMC
979
Planning Capital Management Corporation
Pennsylvania
$3.02K – – –
MSS
980
Mitchell Sinkler & Starr
Pennsylvania
$2.87K -$62.3K -239 -96%
GWS
981
Glassman Wealth Services
Virginia
$2.61K -$2.87K -11 -52%
NC
982
NewSquare Capital
Pennsylvania
$2.61K – – –
DF
983
DecisionPoint Financial
Arizona
$2.45K – – –
CAM
984
Costello Asset Management
Pennsylvania
$2.09K – – –
AFS
985
Annapolis Financial Services
Maryland
$1.57K -$26.1K -100 -94%
SN
986
Sittner & Nelson
Oregon
$1.56K +$1.56K +6 New
DCM
987
Davis Capital Management
Florida
$1.55K – – –
WBC
988
West Branch Capital
Massachusetts
$1.3K – – –
FPFS
989
First Personal Financial Services
North Carolina
$1.3K +$1.3K +5 New
CMP
990
Coston McIsaac & Partners
Maine
$1K – – –
CPBTD
991
Central Pacific Bank - Trust Division
Hawaii
$775 +$775 +3 New
BFS
992
Bare Financial Services
Pennsylvania
$483 +$483 +2 New
AEPWM
993
Atlantic Edge Private Wealth Management
Florida
$261 – – –
MFA
994
Morling Financial Advisors
California
$138 +$138 +1 New
RG
995
Retirement Group
California
$23 – – –
1832 Asset Management
996
1832 Asset Management
Ontario, Canada
– -$58M -239,702 Closed
B
997
Bailard
California
– -$6.53M -26,995 Closed
Two Sigma Advisers
998
Two Sigma Advisers
New York
– -$2.49M -10,300 Closed
CA
999
Cambridge Associates
Massachusetts
– -$2.22M -9,189 Closed
MNBTD
1000
Moody National Bank Trust Division
Texas
– -$2.22M -9,189 Closed
38 39
40
41 42