VBK icon

Vanguard Small-Cap Growth ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
151
GHP Investment Advisors
Colorado
$6.45M +$338K +1,398 +6%
JE
152
JMAC Enterprises
Pennsylvania
$6.44M +$385K +1,594 +6%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$6.38M -$7.77M -31,607 -55%
RWG
154
Ratio Wealth Group
Colorado
$6.31M +$6.31M +26,118 New
SC
155
Savant Capital
Illinois
$6.07M -$2.51M -10,365 -29%
BIP
156
Blue Investment Partners
California
$6M +$334K +1,383 +6%
SW
157
SkyOak Wealth
Michigan
$5.87M -$129K -532 -2%
AA
158
Axiom Advisory
California
$5.79M +$45.9K +190 +0.8%
FWM
159
Focused Wealth Management
New York
$5.78M +$5.78M +23,901 New
WA
160
Waverly Advisors
Alabama
$5.71M -$277K -1,147 -5%
AWS
161
Atria Wealth Solutions
New York
$5.61M +$25.4K +105 +0.5%
HWM
162
HB Wealth Management
Georgia
$5.55M -$23.7K -98 -0.4%
RWA
163
River Wealth Advisors
Pennsylvania
$5.47M -$110K -454 -2%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$291K +1,204 +6%
Northern Trust
165
Northern Trust
Illinois
$5.42M -$264K -1,091 -5%
MFG
166
Merit Financial Group
Georgia
$5.42M +$347K +1,437 +7%
WFM
167
Wolff Financial Management
Michigan
$5.41M -$128K -531 -2%
SWP
168
Stratos Wealth Partners
Ohio
$5.28M +$3.14K +13 +0.1%
TYCC
169
Texas Yale Capital Corp
Florida
$5.19M +$2.66K +11 +0.1%
RA
170
RFG Advisory
Alabama
$5.08M +$947K +3,919 +23%
MCM
171
Manchester Capital Management
Vermont
$4.95M -$15.5K -64 -0.3%
GVAG
172
Great Valley Advisor Group
Delaware
$4.9M +$132K +545 +3%
FMTCOCP
173
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.71M +$4.6M +19,037 +4,427%
BFS
174
Bradley Foster & Sargent
Connecticut
$4.49M +$319K +1,320 +8%
CI
175
CX Institutional
Indiana
$4.45M +$379K +1,569 +9%