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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 %
WAG
1001
Wallace Advisory Group
California
– -$366K -1,515 Closed
NEPWA
1002
New England Private Wealth Advisors
Massachusetts
– -$384K -1,479 Closed
EC
1003
Estate Counselors
Wisconsin
– -$374K -1,435 Closed
SAM
1004
Secure Asset Management
Michigan
– -$372K -1,428 Closed
DFG
1005
Delta Financial Group
New Jersey
– -$338K -1,298 Closed
NL
1006
NWAM LLC
Washington
– -$319K -1,261 Closed
PWG
1007
Portside Wealth Group
Utah
– -$318K -1,221 Closed
AWA
1008
Arkadios Wealth Advisors
Georgia
– -$298K -1,142 Closed
DFG
1009
Dupree Financial Group
Kentucky
– -$271K -1,038 Closed
RDWM
1010
Red Door Wealth Management
Tennessee
– -$252K -968 Closed
H
1011
HoyleCohen
California
– -$243K -933 Closed
CPW
1012
Cove Private Wealth
New York
– -$242K -930 Closed
SEP
1013
Southland Equity Partners
Missouri
– -$233K -893 Closed
WE
1014
Wealth Effects
Massachusetts
– -$231K -887 Closed
PFA
1015
Pure Financial Advisors
California
– -$230K -882 Closed
SFMG
1016
Sage Financial Management Group
Virginia
– -$222K -853 Closed
BFG
1017
Berger Financial Group
Minnesota
– -$210K -807 Closed
1WM
1018
1900 Wealth Management
Texas
– -$210K -805 Closed
SWM
1019
Soundmark Wealth Management
Washington
– -$206K -789 Closed
GAM
1020
Gemmer Asset Management
California
– -$204K -783 Closed
PTC
1021
Philadelphia Trust Company
Pennsylvania
– -$204K -783 Closed
CTFG
1022
Capstone Triton Financial Group
Oklahoma
– -$204K -782 Closed
CFS
1023
Cannon Financial Strategists
Georgia
– -$204K -781 Closed
RT
1024
Rockland Trust
Massachusetts
– -$203K -780 Closed
KFGK
1025
Keystone Financial Group (Kentucky)
Kentucky
– -$203K -779 Closed
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