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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 %
AEPWM
1101
Atlantic Edge Private Wealth Management
Florida
$1.68K – – –
DCM
1102
Davis Capital Management
Florida
$1.68K – – –
KIM
1103
Kestra Investment Management
Texas
$1.68K +$1.68K +6 New
PCFFS
1104
Pacific Center for Financial Services
California
$1.4K +$1.4K +5 New
SWM
1105
Sugarloaf Wealth Management
Georgia
$1.4K – – –
PCWA
1106
Pacific Capital Wealth Advisors
California
$1.12K – – –
CMP
1107
Coston McIsaac & Partners
Maine
$1K – – –
PCMC
1108
Private Capital Management (Colorado)
Colorado
$841 -$91.1K -325 -99%
CPBTD
1109
Central Pacific Bank - Trust Division
Hawaii
$840 – – –
SAS
1110
Spurstone Advisory Services
Connecticut
$560 +$560 +2 New
EWP
1111
Elevation Wealth Partners
California
$281 – – –
Balyasny Asset Management
1112
Balyasny Asset Management
Illinois
– -$41.9M -156,625 Closed
LNC
1113
Lincoln National Corp
Pennsylvania
– -$41.7M -156,013 Closed
HOWA
1114
Heritage Oak Wealth Advisors
Florida
– -$5.38M -20,134 Closed
CSPIA
1115
Cary Street Partners Investment Advisory
Virginia
– -$5.02M -18,782 Closed
D.E. Shaw & Co
1116
D.E. Shaw & Co
New York
– -$3.77M -14,087 Closed
Susquehanna International Group
1117
Susquehanna International Group
Pennsylvania
– -$3.74M -13,987 Closed
CWM
1118
Connecticut Wealth Management
Connecticut
– -$2.87M -10,752 Closed
FTUS
1119
Flow Traders U.S.
New York
– -$2.85M -10,651 Closed
MFA
1120
McClarren Financial Advisors
Pennsylvania
– -$333 -3,509 Closed
VAM
1121
Verity Asset Management
North Carolina
– -$914K -3,416 Closed
BWP
1122
Baldwin Wealth Partners
Massachusetts
– -$817K -3,057 Closed
NG
1123
Norden Group
Utah
– -$765K -2,862 Closed
DAS
1124
Dynamic Advisor Solutions
Arizona
– -$367K -1,372 Closed
PCS
1125
Personal CFO Solutions
New Jersey
– -$351K -1,313 Closed
43 44
45
46 47