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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
+$470M
2
Bank of America
Bank of America
North Carolina
+$220M
3
Goldman Sachs
Goldman Sachs
New York
+$51.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$20.4M
5
CAN
Cetera Advisor Networks
California
+$19.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$58.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$46.9M
3
PLFA
Pacific Life Fund Advisors
California
-$29.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.4M
5
UCFA
United Capital Financial Advisors
Texas
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
201
Martel Wealth Advisors
Washington
$3.71M -$16.9K -70 -0.5%
GC
202
Grimes & Company
Massachusetts
$3.67M -$84.9K -351 -2%
TVWM
203
Tower View Wealth Management
Wisconsin
$3.64M +$38.9K +161 +1%
ACA
204
Ackerman Capital Advisors
Texas
$3.64M -$359K -1,485 -9%
PWM
205
Perigon Wealth Management
California
$3.63M +$193K +800 +6%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$3.61M -$16.7K -69 -0.5%
TAM
207
Titleist Asset Management
Texas
$3.6M +$437K +1,809 +14%
DADC
208
D.A. Davidson & Co
Montana
$3.59M +$228K +942 +7%
DWM
209
Dopkins Wealth Management
New York
$3.53M -$217K -897 -6%
FA
210
Fermata Advisors
California
$3.47M +$52.2K +216 +2%
SWA
211
SOA Wealth Advisors
New York
$3.44M +$134K +556 +4%
FTS
212
Fifth Third Securities
Ohio
$3.43M +$637K +2,636 +23%
PCIA
213
Prime Capital Investment Advisors
Kansas
$3.43M +$2.42M +10,023 +241%
CFFP
214
Center for Financial Planning
Michigan
$3.42M +$2.87M +11,889 +528%
NJIM
215
Nabity-Jensen Investment Management
Nebraska
$3.42M +$3.42M +14,136 New
EWP
216
Engrave Wealth Partners
Texas
$3.39M +$3.39M +14,016 New
Bank of New York Mellon
217
Bank of New York Mellon
New York
$3.38M -$825K -3,413 -20%
AllianceBernstein
218
AllianceBernstein
Tennessee
$3.36M +$238K +983 +8%
PA
219
Probity Advisors
Texas
$3.33M +$102K +422 +3%
EA
220
Eclectic Associates
California
$3.31M +$1.22M +5,028 +58%
CFMC
221
Curbstone Financial Management Corp
New Hampshire
$3.26M – – –
AAP
222
Arax Advisory Partners
Colorado
$3.23M +$80.3K +332 +3%
FWP
223
FAS Wealth Partners
Kansas
$3.2M -$114K -472 -3%
AIM
224
Acropolis Investment Management
Missouri
$3.13M -$61.7K -255 -2%
HNB
225
Huntington National Bank
Ohio
$3.08M -$2.48M – –
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