VBK icon

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.

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
1
Morgan Stanley
New York
$927M
2
Bank of America
2
Bank of America
North Carolina
$1.59B
3
Goldman Sachs
3
Goldman Sachs
New York
$72.8M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$41.2M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$33.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$179M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$203M
3
PLFA
3
Pacific Life Fund Advisors
California
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$89.1M
5
UCFA
5
United Capital Financial Advisors
Texas
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.59B 6,557,646 +909,349 +16%
Morgan Stanley
2
Morgan Stanley
New York
$927M 3,832,526 +1,943,116 +103%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$627M 2,593,410 -34,187 -1%
AssetMark Inc
4
AssetMark Inc
California
$324M 1,341,387 +47,612 +4%
Corient Private Wealth
5
Corient Private Wealth
Florida
$213M 881,291 +33,321 +4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$203M 841,676 -193,928 -19%
SEI Investments
7
SEI Investments
Pennsylvania
$188M 777,308 +13,995 +2%
MG
8
Mather Group
Illinois
$187M 773,227 +21,123 +3%
UBS Group
9
UBS Group
Switzerland
$185M 766,406 +3,310 +0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$179M 738,462 -243,732 -25%
Wells Fargo
11
Wells Fargo
California
$160M 662,975 +35,168 +6%
LPL Financial
12
LPL Financial
California
$147M 608,566 -3,287 -0.5%
CL
13
Choreo LLC
Illinois
$125M 518,567 +11,416 +2%
Truist Financial
14
Truist Financial
North Carolina
$95.8M 396,097 +25,311 +7%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$90.3M 373,316 +38,075 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$89.1M 368,402 -92,774 -20%
CK
17
Cohen Klingenstein
New York
$87M 360,045 +8,424 +2%
Ameriprise
18
Ameriprise
Minnesota
$80.6M 333,313 +20,970 +7%
MGIA
19
Moneta Group Investment Advisors
Missouri
$77M 318,297 +41,986 +15%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$75.8M 313,367 +84,295 +37%
HighTower Advisors
21
HighTower Advisors
Illinois
$72.9M 301,843 -24,956 -8%
Goldman Sachs
22
Goldman Sachs
New York
$72.8M 300,941 +213,588 +245%
RWP
23
RWA Wealth Partners
Massachusetts
$70.4M 291,311 +16,054 +6%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$69.7M 288,151 +19,995 +7%
US Bancorp
25
US Bancorp
Minnesota
$64.5M 266,930 -487 -0.2%
1
2 3 4 5