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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

1,109 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 406 increasing their positions, 330 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
+91
Holders Change %
+8.94%
% of All Funds
14.77%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.63%
New
159
Increased
406
Reduced
330
Closed
41
Calls
$13.3M
Puts
$10.2M
Net Calls
+$3.08M
Net Calls Change
-$3.12M

Top Buyers

1
EP
Essential Planning
New Hampshire
$313M
2
CK
Cohen Klingenstein
New York
$189M
3
Bank of America
Bank of America
North Carolina
$2.68B
4
Ameriprise
Ameriprise
Minnesota
$129M
5
Wells Fargo
Wells Fargo
California
$240M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$190M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$536M
5
Goldman Sachs
Goldman Sachs
New York
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
1026
DiNuzzo Private Wealth
Pennsylvania
$27.7K – – –
GWSA
1027
Global Wealth Strategies & Associates
Colorado
$27.2K – – –
LFA
1028
LGT Financial Advisors
Texas
$26.9K – – –
OIA
1029
Optimum Investment Advisors
Illinois
$26.7K +$18.2K +65 +217%
GWM
1030
Guardian Wealth Management
Illinois
$26.6K – – –
FFA
1031
Frazier Financial Advisors
Ohio
$26.1K +$3.37K +12 +15%
SC
1032
SouthState Corp
Florida
$25.8K – – –
GWM
1033
Grand Wealth Management
Michigan
$25.5K – – –
FMII
1034
Farmers & Merchants Investments Inc
Nebraska
$24.9K -$1.96K -7 -7%
CTWM
1035
Cherry Tree Wealth Management
Minnesota
$24.6K – – –
VHAM
1036
Van Hulzen Asset Management
California
$23.8K +$23.8K +85 New
FW
1037
Fairway Wealth
Ohio
$23.2K +$23.2K +83 New
MWM
1038
Mascoma Wealth Management
New Hampshire
$23K +$23K +82 New
TCG
1039
Transcendent Capital Group
Oklahoma
$22.7K +$7.3K +26 +47%
RWPA
1040
Richard W. Paul & Associates
Michigan
$22.4K – – –
OHWP
1041
Oak Harbor Wealth Partners
North Carolina
$22.4K – – –
SC
1042
Stephens Consulting
Michigan
$22.4K – – –
SIS
1043
Sound Income Strategies
Florida
$20.7K +$6.72K +24 +48%
DJSG
1044
D.J. St. Germain
Massachusetts
$20.7K +$20.7K +74 New
National Bank of Canada
1045
National Bank of Canada
Quebec, Canada
$19.6K – – –
RBC
1046
Roble Belko & Company
Pennsylvania
$18K +$281 +1 +2%
Q1WB
1047
Quest 10 Wealth Builders
Virginia
$17.6K +$17.6K +63 New
GWANC
1048
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.6K -$3.63K -13 -17%
MSWA
1049
Marshall & Sterling Wealth Advisors
New York
$17.4K +$17.4K +63 New
CW
1050
Curio Wealth
Maryland
$17.4K +$17.4K +62 New
40 41
42
43 44