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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

1,018 hedge funds and large institutions have $10.8B invested in Vanguard Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 385 increasing their positions, 332 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,018
Holders Change
+43
Holders Change %
+4.41%
% of All Funds
14.73%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.67%
New
86
Increased
385
Reduced
332
Closed
31
Calls
$13.7M
Puts
$7.54M
Net Calls
+$6.2M
Net Calls Change
+$4.05M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.48B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$60.9M
3
AA
Axiom Advisory
California
$432M
4
EWA
EP Wealth Advisors
California
$109M
5
PPP
Private Portfolio Partners
New Jersey
$19.6M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$456K
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$55.6M
4
US Bancorp
US Bancorp
Minnesota
$53.5M
5
AWM
Apollon Wealth Management
South Carolina
$2.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1001
AllSquare Wealth Management
New York
$3.48K – – –
FGA
1002
Fortis Group Advisors
New Jersey
$3.48K – – –
MSS
1003
Mitchell Sinkler & Starr
Pennsylvania
$2.94K – – –
NC
1004
NewSquare Capital
Pennsylvania
$2.67K – – –
CFO
1005
CVA Family Office
Colorado
$2.67K – – –
DF
1006
DecisionPoint Financial
Arizona
$2.67K – – –
CAM
1007
Costello Asset Management
Pennsylvania
$2.14K – – –
WIM
1008
Westside Investment Management
California
$1.78K -$25.2K -99 -93%
AEPWM
1009
Atlantic Edge Private Wealth Management
Florida
$1.61K – – –
AFS
1010
Annapolis Financial Services
Maryland
$1.61K – – –
DCM
1011
Davis Capital Management
Florida
$1.6K – – –
SWM
1012
Sugarloaf Wealth Management
Georgia
$1.34K +$1.34K +5 New
DF
1013
Dunhill Financial
United Kingdom
$1.34K +$1.34K +5 New
WOC
1014
West Oak Capital
California
$1.31K -$348 -130 -21%
PCWA
1015
Pacific Capital Wealth Advisors
California
$1.07K – – –
CPBTD
1016
Central Pacific Bank - Trust Division
Hawaii
$802 – – –
MFA
1017
McClarren Financial Advisors
Pennsylvania
$333 +$24 +258 +8%
EWP
1018
Elevation Wealth Partners
California
$268 – – –
CMP
1019
Coston McIsaac & Partners
Maine
$1 – – –
LWM
1020
Liberty Wealth Management
California
– -$22K -16,281 Closed
MPW
1021
MGO Private Wealth
California
– -$1.28M -5,098 Closed
QC
1022
Quadrature Capital
United Kingdom
– -$627K -2,510 Closed
WIM
1023
WealthPlan Investment Management
Nebraska
– -$609K -2,436 Closed
IAIM
1024
International Assets Investment Management
Florida
– -$509K -2,036 Closed
IA
1025
IFG Advisory
Georgia
– -$451K -1,801 Closed
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