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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

864 hedge funds and large institutions have $7.38B invested in Vanguard Small-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 369 increasing their positions, 261 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+5
Holders Change %
+0.58%
% of All Funds
13.78%
Holding in Top 10
44
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.38%
% of All Funds
0.7%
New
63
Increased
369
Reduced
261
Closed
46
Calls
$10M
Puts
$5.63M
Net Calls
+$4.38M
Net Calls Change
-$4.4M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$98.8M
2
EWA
EP Wealth Advisors
California
$47.4M
3
Charles Schwab
Charles Schwab
California
$28.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
CAN
Cetera Advisor Networks
California
$35.5M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$67.8K
2
BCM
Bronte Capital Management
Australia
$0
3
EWM
Elevatus Welath Management
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$210M
5
UCFA
United Capital Financial Advisors
Texas
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
Riversedge Advisors
Delaware
$2.54M -$1.22M -5,708 -32%
EFG
227
Everhart Financial Group
Ohio
$2.54M +$72.2K +337 +3%
TC
228
TownSquare Capital
Utah
$2.51M +$665K +3,105 +36%
HNB
229
Huntington National Bank
Ohio
$2.48M -$2.7M – –
WF
230
Warner Financial
Maryland
$2.48M +$87.4K +408 +4%
GCM
231
G2 Capital Management
Ohio
$2.48M +$5.57K +26 +0.2%
FTS
232
Fifth Third Securities
Ohio
$2.48M +$324K +1,515 +15%
BJL
233
Brighton Jones LLC
Washington
$2.46M +$14.8K +69 +0.6%
CWM
234
Connecticut Wealth Management
Connecticut
$2.45M -$23.6K -110 -1%
TC
235
TAGStone Capital
North Carolina
$2.4M +$1.5K +7 +0.1%
Wealthfront Advisers
236
Wealthfront Advisers
California
$2.33M +$152K +711 +7%
RFA
237
RTD Financial Advisors
Pennsylvania
$2.33M -$2.78K -13 -0.1%
VCA
238
Verdence Capital Advisors
Maryland
$2.28M -$202K -945 -8%
KAS
239
KPP Advisory Services
Kentucky
$2.28M +$2.28M +10,643 New
BSW
240
Buckingham Strategic Wealth
Missouri
$2.26M -$171K -797 -7%
CFD
241
Creative Financial Designs
Indiana
$2.21M +$148K +692 +7%
OIA
242
OneDigital Investment Advisors
Kansas
$2.19M -$220K -1,027 -9%
NW
243
NewEdge Wealth
Pennsylvania
$2.17M +$118K +549 +6%
BWM
244
Brown Wealth Management
Illinois
$2.16M +$803K +3,747 +59%
MA
245
MAS Advisors
Florida
$2.16M +$50.5K +236 +2%
Bessemer Group
246
Bessemer Group
New Jersey
$2.14M +$641K +2,989 +43%
MCA
247
MSH Capital Advisors
Arizona
$2.14M -$229K -1,070 -10%
FGAM
248
Financial Gravity Asset Management
Texas
$2.1M +$1.99M +468 +1,800%
CIC
249
Carnegie Investment Counsel
Ohio
$2.1M +$445K +2,077 +27%
D
250
Dentgroup
Louisiana
$2.08M -$16.9K -79 -0.8%
8 9
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