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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 %
PLU
176
Performa Ltd (US)
South Carolina
$4.37M +$10.9K +45 +0.2%
EP
177
Essential Planning
New Hampshire
$4.34M -$48.1K -199 -1%
TPI
178
Trust Point Inc
Wisconsin
$4.3M +$4.3M +17,776 New
SIA
179
Strategic Investment Advisors
Michigan
$4.22M +$92.1K +381 +2%
PP
180
Prosperity Planning
Missouri
$4.21M +$245K +1,013 +6%
CTC
181
Central Trust Company
Missouri
$4.2M -$228K -943 -5%
QC
182
Quent Capital
New York
$4.16M +$349K +1,443 +9%
ASN
183
Advisory Services Network
Georgia
$4.13M +$101K +418 +3%
TC
184
TownSquare Capital
Utah
$4.09M +$1.26M +5,192 +44%
TC
185
Tenret Company
Florida
$4.09M +$4.09M +16,910 New
Betterment LLC
186
Betterment LLC
New York
$4.06M -$110K -453 -3%
BCM
187
Beaumont Capital Management
Massachusetts
$4.03M – – –
MBI
188
May Barnhard Investments
Maryland
$3.99M +$3.99M +16,488 New
MWM
189
Modera Wealth Management
New Jersey
$3.99M +$725 +3 +0%
BDF
190
Black Diamond Financial
Maryland
$3.97M +$44.5K +184 +1%
BDWCC
191
B&D White Capital Company
Texas
$3.97M +$3.97M +16,404 New
FAN
192
Financial Advisors Network
California
$3.89M +$241K +997 +7%
VC
193
Veery Capital
Delaware
$3.89M -$114K -470 -3%
JIC
194
Joel Isaacson & Co
New York
$3.87M +$140K +581 +4%
FHA
195
First Horizon Advisors
Tennessee
$3.84M -$184K -762 -5%
LFP
196
Leeward Financial Partners
Washington
$3.82M +$66K +273 +2%
HIC
197
Holderness Investments Company
North Carolina
$3.82M +$3.82M +15,781 New
CPIG
198
Chicago Partners Investment Group
Illinois
$3.78M +$10.9K +46 +0.3%
CWA
199
CJM Wealth Advisers
Virginia
$3.72M -$654K -2,704 -15%
CB
200
Commerce Bank
Missouri
$3.72M +$360K +1,490 +11%
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