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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

975 hedge funds and large institutions have $9.92B invested in Vanguard Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-19
Holders Change %
-1.91%
% of All Funds
14.18%
Holding in Top 10
41
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.77%
% of All Funds
0.6%
New
66
Increased
337
Reduced
362
Closed
68
Calls
$7.1M
Puts
$4.95M
Net Calls
+$2.15M
Net Calls Change
-$4.8M

Top Buyers

1
AA
1
Axiom Advisory
California
$392M
2
Bank of America
2
Bank of America
North Carolina
$2.14B
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$98.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$23.5M
5
Wells Fargo
5
Wells Fargo
California
$188M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$493M
2
Morgan Stanley
2
Morgan Stanley
New York
$426M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$178M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$53.9M
5
Truist Financial
5
Truist Financial
North Carolina
$75.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
201
Ackerman Capital Advisors
Texas
$3.88M +$130K +519 +3%
HIC
202
Holderness Investments Company
North Carolina
$3.85M -$76.3K -305 -2%
CTC
203
Central Trust Company
Missouri
$3.79M -$353K -1,413 -9%
TVWM
204
Tower View Wealth Management
Wisconsin
$3.79M +$9.01K +36 +0.2%
DWM
205
Dopkins Wealth Management
New York
$3.76M -$13.5K -54 -0.4%
Envestnet Portfolio Solutions
206
Envestnet Portfolio Solutions
Illinois
$3.76M +$149K +595 +4%
GC
207
Grimes & Company
Massachusetts
$3.75M -$88.8K -355 -2%
AWS
208
Atria Wealth Solutions
New York
$3.75M -$2.16M -8,630 -37%
MWA
209
Martel Wealth Advisors
Washington
$3.71M +$20.8K +83 +0.6%
CA
210
Cornerstone Advisory
Maryland
$3.68M -$35.3K -141 -0.9%
LIA
211
LifePlan Investment Advisors
North Carolina
$3.65M +$144K +576 +4%
RA
212
Riversedge Advisors
Delaware
$3.64M +$83K +332 +2%
Wealthfront Advisers
213
Wealthfront Advisers
California
$3.58M -$308K -1,232 -8%
NJIM
214
Nabity-Jensen Investment Management
Nebraska
$3.57M +$59.5K +238 +2%
FTS
215
Fifth Third Securities
Ohio
$3.48M -$47.6K -190 -1%
EA
216
Eclectic Associates
California
$3.47M +$66.5K +266 +2%
AAP
217
Arax Advisory Partners
Colorado
$3.45M -$1.78M -7,124 -34%
Citigroup
218
Citigroup
New York
$3.42M -$917K -3,666 -21%
HNB
219
Huntington National Bank
Ohio
$3.41M -$3.51M – –
EFG
220
Everhart Financial Group
Ohio
$3.4M +$124K +495 +4%
CFFP
221
Center for Financial Planning
Michigan
$3.39M -$91.5K -366 -3%
CFD
222
Creative Financial Designs
Indiana
$3.39M +$4.75K +19 +0.1%
MAM
223
Mainsail Asset Management
Alabama
$3.39M +$79K +316 +2%
CFMC
224
Curbstone Financial Management Corp
New Hampshire
$3.36M – – –
PA
225
Probity Advisors
Texas
$3.36M -$50.3K -201 -1%
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9
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