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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

972 hedge funds and large institutions have $9.22B invested in Vanguard Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 392 increasing their positions, 258 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
+108
Holders Change %
+12.5%
% of All Funds
14.25%
Holding in Top 10
50
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+13.64%
% of All Funds
0.73%
New
164
Increased
392
Reduced
258
Closed
45
Calls
$10.5M
Puts
$7.37M
Net Calls
+$3.17M
Net Calls Change
-$1.21M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$927M
2
Bank of America
Bank of America
North Carolina
$1.59B
3
Goldman Sachs
Goldman Sachs
New York
$72.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$75.8M
5
CAN
Cetera Advisor Networks
California
$59.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$179M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$203M
3
PLFA
Pacific Life Fund Advisors
California
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$89.1M
5
UCFA
United Capital Financial Advisors
Texas
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Congress Wealth Management
Massachusetts
$8.82M +$80K +331 +0.9%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$8.78M -$69.1K -286 -0.8%
Cerity Partners
128
Cerity Partners
New York
$8.73M +$3.64M +15,068 +72%
CWA
129
Cornerstone Wealth Advisors
Minnesota
$8.6M +$571K +2,363 +7%
GT
130
Glenmede Trust
Pennsylvania
$8.25M -$31.4K -130 -0.4%
AI
131
Arvest Investments
Arkansas
$8.24M +$8.24M +34,101 New
Simplex Trading
132
Simplex Trading
Illinois
$8.19M +$8.18M +33,844 +91,470%
HCMT
133
Highland Capital Management (Tennessee)
Tennessee
$8.15M +$62.6K +259 +0.8%
RZH
134
Relyea Zuckerberg Hanson
Connecticut
$8.11M -$414K -1,711 -5%
ONB
135
Old National Bancorp
Indiana
$8.03M -$1.19M -4,905 -13%
MWM
136
Marion Wealth Management
Pennsylvania
$7.95M +$338K +1,399 +4%
PPW
137
Presilium Private Wealth
Pennsylvania
$7.91M -$118K -487 -1%
FPIS
138
Financial Planning & Information Services
Wisconsin
$7.9M +$235K +971 +3%
FOFP
139
Fee-Only Financial Planning
South Carolina
$7.53M -$6.29K -26 -0.1%
PFP
140
Pinnacle Financial Partners
Tennessee
$7.53M +$769K +3,182 +11%
CFG
141
Clayton Financial Group
Missouri
$7.24M +$7.24M +29,939 New
AAS
142
Avantax Advisory Services
Texas
$7.09M +$357K +1,475 +5%
William Blair & Company
143
William Blair & Company
Illinois
$6.95M -$71.3K -295 -1%
IFS
144
Ifrah Financial Services
Arkansas
$6.87M -$697K -2,883 -9%
WMWM
145
Whitaker-Myers Wealth Managers
Ohio
$6.85M +$1.05M +4,359 +18%
ACS
146
Archford Capital Strategies
Illinois
$6.78M +$1.45M +6,017 +27%
CM
147
Cornerstone Management
Georgia
$6.67M -$351K -1,450 -5%
TW
148
Towerpoint Wealth
California
$6.62M +$967 +4 +0%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$6.58M -$196K -809 -3%
B
150
Bailard
California
$6.53M +$6.53M +26,995 New
4 5
6
7 8