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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
+$51.4M
2
EWA
EP Wealth Advisors
California
+$42.7M
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
+$13.6M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
-$68.7M
2
BCM
Bronte Capital Management
Australia
-$39.4M
3
EWM
Elevatus Welath Management
New York
-$15.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.2M
5
UCFA
United Capital Financial Advisors
Texas
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
251
Compass Ion Advisors
Pennsylvania
$2.08M +$2.08M +9,725 New
RFM
252
Royal Fund Management
Florida
$2.04M -$57.2K -267 -3%
AI
253
Atria Investments
North Carolina
$2.02M +$274K +1,278 +16%
SFP
254
Sterling Financial Planning
New Jersey
$2M +$40.3K +188 +2%
RJT
255
Raymond James Trust
Florida
$2M +$5.36K +25 +0.3%
IA
256
IFP Advisors
Florida
$1.97M +$63.8K +298 +3%
WWM
257
Western Wealth Management
Colorado
$1.97M +$360K +1,680 +22%
GTAM
258
Global Trust Asset Management
Florida
$1.96M +$214 +1 +0%
Financial Engines Advisors
259
Financial Engines Advisors
California
$1.95M -$148K -692 -7%
Jane Street
260
Jane Street
New York
$1.93M +$1.65M +7,725 +596%
SB
261
Simmons Bank
Arkansas
$1.92M -$60.6K -283 -3%
AAS
262
Ameritas Advisory Services
Nebraska
$1.9M +$576K +2,731 +43%
GIA
263
Gladstone Institutional Advisory
Florida
$1.9M +$256K +1,197 +16%
LIA
264
LifePlan Investment Advisors
North Carolina
$1.88M -$15.8K -74 -0.8%
TPCW
265
TD Private Client Wealth
New York
$1.88M +$6K +28 +0.3%
Citigroup
266
Citigroup
New York
$1.87M +$85.5K +399 +5%
C
267
CEDRUS
Colorado
$1.86M -$13.7K -64 -0.7%
EA
268
Eclectic Associates
California
$1.86M +$31.9K +149 +2%
SHGA
269
Sand Hill Global Advisors
California
$1.82M +$152K +710 +9%
Citadel Advisors
270
Citadel Advisors
Florida
$1.81M +$1.21M +5,666 +202%
KeyBank National Association
271
KeyBank National Association
Ohio
$1.81M -$375K -1,753 -17%
AA
272
Aire Advisors
California
$1.8M -$12.9K -60 -0.7%
TFA
273
Transamerica Financial Advisors
Florida
$1.8M +$428K +1,996 +31%
TNBTD
274
Trustmark National Bank Trust Department
Mississippi
$1.8M -$21K -98 -1%
PA
275
PFG Advisors
Arizona
$1.79M +$416K +1,944 +30%
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