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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

1,109 hedge funds and large institutions have $12.4B invested in Vanguard Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 406 increasing their positions, 330 reducing their positions, and 41 closing their positions.

Holders
1,109
Holders Change
+91
Holders Change %
+8.94%
% of All Funds
14.77%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.63%
New
159
Increased
406
Reduced
330
Closed
41
Calls
$13.3M
Puts
$10.2M
Net Calls
+$3.08M
Net Calls Change
-$3.12M

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$313M
2
Raymond James Financial
2
Raymond James Financial
Florida
$131M
3
CK
3
Cohen Klingenstein
New York
$189M
4
Bank of America
4
Bank of America
North Carolina
$2.68B
5
Ameriprise
5
Ameriprise
Minnesota
$129M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
LNC
2
Lincoln National Corp
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$190M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$536M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.68B 9,574,909 +297,840 +3%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$769M 2,745 – –
Jones Financial Companies
3
Jones Financial Companies
Missouri
$536M 1,912,378 -42,411 -2%
Morgan Stanley
4
Morgan Stanley
New York
$505M 1,802,396 +92,950 +5%
AssetMark Inc
5
AssetMark Inc
California
$409M 1,459,084 +51,314 +4%
EP
6
Essential Planning
New Hampshire
$313M 1,109,409 +1,091,640 +6,144%
Corient Private Wealth
7
Corient Private Wealth
Florida
$266M 951,395 +8,713 +0.9%
UBS Group
8
UBS Group
Switzerland
$247M 883,549 +21,429 +2%
SEI Investments
9
SEI Investments
Pennsylvania
$245M 876,081 +2,508 +0.3%
Wells Fargo
10
Wells Fargo
California
$240M 855,442 +121,770 +17%
MG
11
Mather Group
Illinois
$211M 753,516 -20,349 -3%
LPL Financial
12
LPL Financial
California
$209M 746,067 +62,635 +9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$195M 697,847 -7,357 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$190M 678,624 -49,560 -7%
CK
15
Cohen Klingenstein
New York
$189M 675,080 +312,395 +86%
CL
16
Choreo LLC
Illinois
$150M 535,846 +27,977 +6%
MGIA
17
Moneta Group Investment Advisors
Missouri
$136M 485,602 +16,558 +4%
Raymond James Financial
18
Raymond James Financial
Florida
$131M 466,559 +466,559 New
Ameriprise
19
Ameriprise
Minnesota
$129M 461,309 +135,912 +42%
EWA
20
EP Wealth Advisors
California
$129M 460,505 +53,391 +13%
TIAA Trust, National Association
21
TIAA Trust, National Association
North Carolina
$118M 421,508 +13,201 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$104M 369,725 +26,685 +8%
RWP
23
RWA Wealth Partners
Massachusetts
$89.8M 320,680 +20,371 +7%
MCCA
24
Mill Creek Capital Advisors
Pennsylvania
$89.1M 318,003 +3,373 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$85.3M 304,691 +65,320 +27%
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