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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.

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
1
Morgan Stanley
New York
$927M
2
Bank of America
2
Bank of America
North Carolina
$1.59B
3
Goldman Sachs
3
Goldman Sachs
New York
$72.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$75.8M
5
CAN
5
Cetera Advisor Networks
California
$59.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$179M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$203M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$89.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MAWA
1001
Moss Adams Wealth Advisors
Washington
– – -102 Closed
PC
1002
Pecaut & Co
Iowa
– – -84 Closed
Fuller & Thaler Asset Management
1003
Fuller & Thaler Asset Management
California
– – -74 Closed
AC
1004
AlphaCore Capital
California
– – -71 Closed
WWP
1005
WR Wealth Planners
Missouri
– – -49 Closed
UOTTAIMCU
1006
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– – -48 Closed
ICM
1007
Islay Capital Management
Texas
– – -46 Closed
AWA
1008
Authentikos Wealth Advisory
California
– – -40 Closed
SCA
1009
Stonebridge Capital Advisors
Minnesota
– – -37 Closed
HT
1010
Headlands Technologies
Illinois
– – -29 Closed
LF
1011
Lee Financial
Texas
– – -20 Closed
BAAM
1012
Baker Avenue Asset Management
California
– – -20 Closed
FRA
1013
Front Row Advisors
California
– – -19 Closed
LWCFA
1014
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -12 Closed
SSWM
1015
Sheets Smith Wealth Management
North Carolina
– – -11 Closed
GA
1016
GoalVest Advisory
New York
– – -9 Closed
SFC
1017
SYM Financial Corp
Indiana
– – -6 Closed
Belvedere Trading
1018
Belvedere Trading
Illinois
– – – –
CMP
1019
Coston McIsaac & Partners
Maine
$0 4 – –
AWM
1020
Activest Wealth Management
Florida
– – – –
37 38 39 40
41