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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

994 hedge funds and large institutions have $10B invested in Vanguard Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 413 increasing their positions, 314 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
994
Holders Change
+22
Holders Change %
+2.26%
% of All Funds
14.41%
Holding in Top 10
47
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6%
% of All Funds
0.68%
New
103
Increased
413
Reduced
314
Closed
62
Calls
$11.5M
Puts
$4.59M
Net Calls
+$6.95M
Net Calls Change
+$3.78M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.15B
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$104M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$72.4M
4
MGIA
Moneta Group Investment Advisors
Missouri
$117M
5
UBS Group
UBS Group
Switzerland
$224M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$504M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
Goldman Sachs
Goldman Sachs
New York
$22.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$624M
5
Osaic Holdings
Osaic Holdings
Arizona
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
201
Chicago Partners Investment Group
Illinois
$4.23M +$308K +1,259 +8%
FHA
202
First Horizon Advisors
Tennessee
$4.22M +$76.1K +292 +2%
PWM
203
Perigon Wealth Management
California
$4.13M +$209K +801 +5%
TAM
204
Titleist Asset Management
Texas
$4.11M +$238K +911 +6%
HIC
205
Holderness Investments Company
North Carolina
$4.09M -$24.2K -93 -0.6%
Wealthfront Advisers
206
Wealthfront Advisers
California
$4.06M +$820K +3,145 +25%
GC
207
Grimes & Company
Massachusetts
$4M +$37.5K +144 +0.9%
BDF
208
Black Diamond Financial
Maryland
$3.97M – – –
BCM
209
Brookstone Capital Management
Illinois
$3.94M +$3.39M +12,987 +606%
TVWM
210
Tower View Wealth Management
Wisconsin
$3.94M +$18.8K +72 +0.5%
DWM
211
Dopkins Wealth Management
New York
$3.93M +$121K +466 +3%
ACA
212
Ackerman Capital Advisors
Texas
$3.91M -$16.4K -63 -0.4%
CA
213
Cornerstone Advisory
Maryland
$3.87M +$1.82M +6,998 +89%
MWA
214
Martel Wealth Advisors
Washington
$3.85M -$147K -562 -4%
Bank of New York Mellon
215
Bank of New York Mellon
New York
$3.82M +$174K +666 +5%
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$3.76M -$137K -526 -4%
SWA
217
SOA Wealth Advisors
New York
$3.72M +$12.3K +47 +0.3%
RA
218
Riversedge Advisors
Delaware
$3.71M +$392K +1,505 +12%
FTS
219
Fifth Third Securities
Ohio
$3.67M -$34.4K -132 -0.9%
NJIM
220
Nabity-Jensen Investment Management
Nebraska
$3.66M -$27.4K -105 -0.7%
LIA
221
LifePlan Investment Advisors
North Carolina
$3.65M +$1.32M +5,061 +57%
CFFP
222
Center for Financial Planning
Michigan
$3.63M -$53.2K -204 -1%
PA
223
Probity Advisors
Texas
$3.55M -$42.2K -162 -1%
EA
224
Eclectic Associates
California
$3.55M -$20.1K -77 -0.6%
CFD
225
Creative Financial Designs
Indiana
$3.53M +$444K +1,702 +14%
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