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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

455 hedge funds and large institutions have $3.57B invested in Vanguard Small-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 138 increasing their positions, 145 reducing their positions, and 65 closing their positions.

Holders
455
Holders Change
+21
Holders Change %
+4.84%
% of All Funds
10.15%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.56%
New
90
Increased
138
Reduced
145
Closed
65
Calls
$919K
Puts
$768K
Net Calls
+$151K
Net Calls Change
-$935K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$127M
2
AFA
2
American Financial Advisors
Georgia
$24.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$84.8M
4
IWS
4
Insight Wealth Strategies
California
$15.2M
5
CCM
5
Coldstream Capital Management
Washington
$7.54M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$3.68M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.14M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
QI
4
QS Investors
New York
$17.4M
5
Wells Fargo
5
Wells Fargo
California
$87.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$605K 4,018 +647 +19%
BF
227
BOK Financial
Oklahoma
$603K 4,002 +453 +13%
MFS
228
McNamara Financial Services
Massachusetts
$594K 3,169 – –
NSG
229
Nalls Sherbakoff Group
Tennessee
$592K 3,932 +3,932 New
CBFP
230
Cedar Brook Financial Partners
Ohio
$591K 3,921 +3,921 New
AIM
231
Acropolis Investment Management
Missouri
$572K 3,801 +9 +0.2%
RJT
232
Raymond James Trust
Florida
$568K 3,770 +198 +6%
VDFA
233
Vickerman & Driscoll Financial Advisors
Washington
$566K 3,761 -45 -1%
BOH
234
Bank of Hawaii
Hawaii
$559K 3,715 +275 +8%
IWM
235
IHT Wealth Management
Illinois
$526K 3,494 +862 +33%
BSW
236
Buckingham Strategic Wealth
Missouri
$522K 3,469 +39 +1%
SBSB
237
Sullivan, Bruyette, Speros & Blaney
Virginia
$515K 3,417 – –
BC
238
Burleson & Co
California
$500K 2,813 +244 +9%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$494K 3,283 – –
GIA
240
Gladstone Institutional Advisory
Florida
$485K 3,222 +3,222 New
CIA
241
Covington Investment Advisors
Pennsylvania
$482K 3,201 -580 -15%
TFF
242
The Family Firm
Maryland
$475K 3,152 +8 +0.3%
CFD
243
Creative Financial Designs
Indiana
$472K 3,132 -2,989 -49%
CBU
244
CIBC Bank USA
Illinois
$466K 3,095 – –
CIC
245
Carnegie Investment Counsel
Ohio
$466K 3,096 +18 +0.6%
MWA
246
Martel Wealth Advisors
Washington
$459K 3,046 -391 -11%
AL
247
Aspiriant LLC
California
$457K 3,036 – –
MCTIC
248
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
ACP
249
Aveo Capital Partners
Colorado
$437K 2,904 +205 +8%
EWA
250
EP Wealth Advisors
California
$419K 2,784 -248 -8%
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