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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 %
PWA
1076
Physician Wealth Advisors
Utah
$7.84K +$7.84K +28 New
BLC
1077
Brown, Lisle/Cummings
Rhode Island
$7.28K – – –
WBC
1078
West Branch Capital
Massachusetts
$6.72K +$6.72K +24 New
ACM
1079
Anfield Capital Management
California
$6.44K – – –
PPA
1080
Painted Porch Advisors
California
$6.19K -$563 -2 -8%
DFA
1081
DHJJ Financial Advisors
Illinois
$6.16K -$2.8K -10 -31%
GPFA
1082
Game Plan Financial Advisors
Ohio
$5.66K -$236 -1 -4%
PWA
1083
Provenance Wealth Advisors
Florida
$5.63K – – –
RJA
1084
Ross\Johnson & Associates
Minnesota
$5.34K +$5.34K +19 New
MAS
1085
MPWM Advisory Solutions
Georgia
$5.32K +$5.32K +19 New
PA
1086
Pineridge Advisors
Missouri
$4.76K -$10.6K -38 -69%
TCM
1087
TruNorth Capital Management
Michigan
$4.48K – – –
KA
1088
Kozak & Associates
Colorado
$4.45K -$5K -18 -53%
PMIM
1089
Prudent Man Investment Management
Colorado
$3.92K +$3.92K +14 New
AWM
1090
AllSquare Wealth Management
New York
$3.64K – – –
FGA
1091
Fortis Group Advisors
New Jersey
$3.64K – – –
MSS
1092
Mitchell Sinkler & Starr
Pennsylvania
$3.08K – – –
NC
1093
NewSquare Capital
Pennsylvania
$2.8K – – –
CFO
1094
CVA Family Office
Colorado
$2.8K – – –
DF
1095
DecisionPoint Financial
Arizona
$2.8K – – –
DF
1096
Dunhill Financial
United Kingdom
$2.8K +$1.4K +5 +100%
OPTFSNA
1097
Old Point Trust & Financial Services N A
Virginia
$2.8K +$2.8K +10 New
RS
1098
Rakuten Securities
Japan
$2.52K -$1.96K -7 -44%
CAM
1099
Costello Asset Management
Pennsylvania
$2.24K – – –
WAS
1100
Winch Advisory Services
Wisconsin
$2.24K +$2.24K +8 New
42 43
44
45 46