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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

404 hedge funds and large institutions have $4.14B invested in Vanguard Small-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 121 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
9.26%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
40
Increased
150
Reduced
121
Closed
21
Calls
$2.3M
Puts
$1.28M
Net Calls
+$1.02M
Net Calls Change
-$2.28M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$160M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$51.1M
3
CWM
Cornerstone Wealth Management
Missouri
+$24M
4
Wells Fargo
Wells Fargo
California
+$9.62M
5
AssetMark Inc
AssetMark Inc
California
+$6.95M

Top Sellers

1
MG
Mather Group
Illinois
-$27.7M
2
MML Investors Services
MML Investors Services
Massachusetts
-$15M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$11.3M
4
Stifel Financial
Stifel Financial
Missouri
-$8.62M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
226
Merit Financial Group
Georgia
$474K -$168K -1,025 -26%
TPWA
227
TRUE Private Wealth Advisors
Oregon
$468K +$468K +2,667 New
IWM
228
IHT Wealth Management
Illinois
$464K -$22.3K -127 -5%
PD
229
Planning Directions
Pennsylvania
$462K +$49K +279 +12%
RWM
230
RKL Wealth Management
Pennsylvania
$460K +$176 +1 +0%
AWCI
231
Alpine Woods Capital Investors
New York
$457K +$457K +2,600 New
SBIA
232
Sheaff Brock Investment Advisors
Indiana
$452K – – –
EAM
233
Evanson Asset Management
California
$441K +$351 +2 +0.1%
BP
234
Ballentine Partners
Massachusetts
$438K -$12.6K -72 -3%
BB
235
Busey Bank
Illinois
$436K – – –
HCIA
236
Hochman Cole Investment Advisors
Illinois
$431K – – –
BC
237
Burleson & Co
California
$429K +$39.1K +222 +10%
MWM
238
Mission Wealth Management
California
$425K – – –
SFS
239
Sowell Financial Services
Arkansas
$418K – – –
PSF
240
Pacific Sun Financial
California
$418K +$14.5K +80 +4%
OAJ
241
Ogorek Anthony Joseph
New York
$413K +$413K +2,353 New
FCAG
242
First Capital Advisors Group
New Jersey
$406K -$56.3K -320 -12%
MWM
243
Modera Wealth Management
New Jersey
$392K +$95.2K +542 +32%
APA
244
American Portfolios Advisors
New York
$386K -$8.61K -49 -2%
JIC
245
Johnson Investment Counsel
Ohio
$383K – – –
PA
246
Planning Alternatives
Michigan
$383K +$383K +2,180 New
SIAS
247
Shine Investment Advisory Services
Colorado
$373K – – –
GJIC
248
Gamble Jones Investment Counsel
California
$370K +$14.8K +84 +4%
FA
249
FDx Advisors
Illinois
$364K -$352 -2 -0.1%
NAMP
250
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$360K – – –
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