VBK icon

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 %
FA
1026
FDx Advisors
Illinois
– -$269K -1,113 Closed
BNP Paribas Financial Markets
1027
BNP Paribas Financial Markets
France
– -$265K -1,096 Closed
PAG
1028
Private Advisory Group
Washington
– -$261K -1,078 Closed
MW
1029
Marcum Wealth
Ohio
– -$235K -970 Closed
EFG
1030
Embree Financial Group
Illinois
– -$220K -909 Closed
BMCM
1031
Bryn Mawr Capital Management
Pennsylvania
– -$220K -909 Closed
FL
1032
FreeGulliver LLC
Louisiana
– -$218K -901 Closed
SFWC
1033
Strategic Family Wealth Counselors
New Jersey
– -$206K -853 Closed
NMG
1034
New Millennium Group
Utah
– -$188K -779 Closed
LA
1035
LM Advisors
California
– -$169K -700 Closed
ODG
1036
O'Dell Group
Ohio
– -$162K -672 Closed
Barclays
1037
Barclays
United Kingdom
– -$128K -530 Closed
PAIM
1038
Punch & Associates Investment Management
Minnesota
– -$97.4K -403 Closed
CG
1039
Cutler Group
California
– -$96K -400 Closed
PS
1040
Planned Solutions
California
– -$88.2K -365 Closed
MRCM
1041
M&R Capital Management
New Jersey
– -$76.9K -318 Closed
BCM
1042
Bourgeon Capital Management
Connecticut
– -$36.8K -152 Closed
OP
1043
ORG Partners
Indiana
– -$27.1K -112 Closed
PWMG
1044
Private Wealth Management Group
New Jersey
– -$25.6K -106 Closed
RCM
1045
Richardson Capital Management
Wisconsin
– -$21.3K -88 Closed
FSWA
1046
Financial Synergies Wealth Advisors
Texas
– -$11.6K -58 Closed
PIS
1047
POM Investment Strategies
North Carolina
– -$12.1K -50 Closed
MWM
1048
MGB Wealth Management
Texas
– -$6.13K -25 Closed
LPP
1049
Life Planning Partners
Florida
– -$5.56K -23 Closed
B
1050
Birchbrook
Maine
– -$5.08K -21 Closed
39 40 41
42
43