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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

975 hedge funds and large institutions have $9.92B invested in Vanguard Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
14.18%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.6%
New
66
Increased
337
Reduced
362
Closed
68
Calls
$7.1M
Puts
$4.95M
Net Calls
+$2.15M
Net Calls Change
-$4.8M

Top Buyers

1
AA
1
Axiom Advisory
California
$392M
2
Bank of America
2
Bank of America
North Carolina
$2.14B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$98.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.5M
5
Wells Fargo
5
Wells Fargo
California
$188M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$493M
2
Morgan Stanley
2
Morgan Stanley
New York
$426M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$178M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$53.9M
5
Truist Financial
5
Truist Financial
North Carolina
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Cornerstone Wealth Advisors
Minnesota
$9.42M +$156K +624 +2%
JCM
127
Jacobsen Capital Management
Utah
$9.3M -$159K -635 -2%
Baird Financial Group
128
Baird Financial Group
Wisconsin
$9.23M +$641K +2,561 +7%
CWM
129
Congress Wealth Management
Massachusetts
$9.18M +$36.8K +147 +0.4%
BCIM
130
Bishop & Co Investment Management
Pennsylvania
$9.12M +$57.3K +229 +0.6%
OIA
131
OneDigital Investment Advisors
Kansas
$8.92M +$6.05M +24,200 +211%
SC
132
Swan Capital
Florida
$8.83M -$5.45M -21,772 -38%
CFG
133
Clayton Financial Group
Missouri
$8.67M +$441K +1,692 +5%
APP
134
Avantax Planning Partners
Iowa
$8.63M -$372K -1,489 -4%
PPW
135
Presilium Private Wealth
Pennsylvania
$8.62M +$434K +1,736 +5%
MWM
136
Marion Wealth Management
Pennsylvania
$8.2M +$85K +340 +1%
ASN
137
Advisory Services Network
Georgia
$8.16M +$1.12M +4,464 +16%
ACS
138
Archford Capital Strategies
Illinois
$8.04M +$186K +742 +2%
HCMT
139
Highland Capital Management (Tennessee)
Tennessee
$7.97M -$78.8K -315 -1%
AAS
140
Avantax Advisory Services
Texas
$7.91M +$621K +2,482 +9%
AI
141
Arvest Investments
Arkansas
$7.88M -$140K -560 -2%
FPIS
142
Financial Planning & Information Services
Wisconsin
$7.81M +$32.3K +129 +0.4%
FOFP
143
Fee-Only Financial Planning
South Carolina
$7.78M -$8.76K -35 -0.1%
JE
144
JMAC Enterprises
Pennsylvania
$7.68M +$223K +893 +3%
RA
145
RFG Advisory
Alabama
$7.62M -$317K -1,267 -4%
William Blair & Company
146
William Blair & Company
Illinois
$7.59M +$92.3K +369 +1%
RZH
147
Relyea Zuckerberg Hanson
Connecticut
$7.41M -$589K -2,354 -7%
ONB
148
Old National Bancorp
Indiana
$7.37M -$381K -1,522 -5%
FFN
149
Focus Financial Network
Minnesota
$7.36M -$53.8K -205 -0.7%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$7.31M +$443K +1,771 +6%
4 5
6
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