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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 %
OIA
126
OneDigital Investment Advisors
Kansas
$10.4M +$399K +1,426 +4%
JCM
127
Jacobsen Capital Management
Utah
$10.3M -$45.1K -161 -0.4%
MPWT
128
MassMutual Private Wealth & Trust
Connecticut
$10.2M -$404K -1,441 -4%
JE
129
JMAC Enterprises
Pennsylvania
$10M +$609K +2,174 +6%
PPW
130
Presilium Private Wealth
Pennsylvania
$9.83M -$65.8K -235 -0.7%
VC
131
Veery Capital
Delaware
$9.6M +$1.57M +5,608 +20%
MWM
132
Marion Wealth Management
Pennsylvania
$9.45M -$23K -82 -0.2%
CWM
133
Congress Wealth Management
Massachusetts
$9.42M +$157K +562 +2%
AAS
134
Avantax Advisory Services
Texas
$9.27M +$85.4K +305 +0.9%
HCMT
135
Highland Capital Management (Tennessee)
Tennessee
$9.19M +$162K +577 +2%
CFG
136
Clayton Financial Group
Missouri
$8.88M -$187K -669 -2%
MFG
137
Merit Financial Group
Georgia
$8.61M +$344K +1,229 +4%
FPAS
138
Focus Partners Advisor Solutions
Missouri
$8.6M +$1.13M +4,041 +15%
FOFP
139
Fee-Only Financial Planning
South Carolina
$8.48M -$223K -795 -3%
AI
140
Arvest Investments
Arkansas
$8.42M -$362K -1,294 -4%
APP
141
Avantax Planning Partners
Iowa
$8.37M -$190K -678 -2%
HWM
142
HB Wealth Management
Georgia
$8.28M +$424K +1,513 +5%
William Blair & Company
143
William Blair & Company
Illinois
$8.27M -$281K -1,005 -3%
CCA
144
Checchi Capital Advisers
California
$8.23M +$7.35M +26,247 +840%
FWM
145
Focused Wealth Management
New York
$8.08M +$275K +983 +4%
ASN
146
Advisory Services Network
Georgia
$7.96M -$1.18M -4,199 -13%
WA
147
Waverly Advisors
Alabama
$7.96M -$343K -1,225 -4%
TW
148
Towerpoint Wealth
California
$7.95M -$122K -437 -2%
FFN
149
Focus Financial Network
Minnesota
$7.9M -$50.4K -180 -0.6%
RA
150
RFG Advisory
Alabama
$7.88M +$294K +1,050 +4%
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