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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

849 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+55
Holders Change %
+6.93%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
309
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

1
CG
Colony Group
Massachusetts
$91.8M
2
RWP
RWA Wealth Partners
Massachusetts
$54.1M
3
US Bancorp
US Bancorp
Minnesota
$130M
4
AssetMark Inc
AssetMark Inc
California
$239M
5
Bank of America
Bank of America
North Carolina
$1B

Top Sellers

1
TF
TIAA FSB
Florida
$67.1M
2
AWA
Arete Wealth Advisors
Illinois
$631M
3
WIA
World Investment Advisors
California
$562K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$221M
5
EC
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
301
Whitegate Investment Counselors
New Hampshire
$1.3M -$261K -1,302 -17%
KC
302
Kades & Cheifetz
Pennsylvania
$1.29M +$1.29M +6,455 New
BWP
303
BSW Wealth Partners
Colorado
$1.28M +$1.28M +6,399 New
WDL
304
Well Done LLC
Michigan
$1.28M +$1.28M +6,397 New
CA
305
Cornerstone Advisory
Maryland
$1.27M -$236K -1,176 -16%
MBTD
306
Mechanics Bank - Trust Department
California
$1.27M +$652K +3,253 +105%
SAM
307
Stone Asset Management
Texas
$1.25M -$31.3K -156 -2%
WPWM
308
Windward Private Wealth Management
Kansas
$1.25M -$46.1K -230 -4%
UWM
309
USAdvisors Wealth Management
Minnesota
$1.24M +$107K +535 +10%
PWM
310
Perigon Wealth Management
California
$1.22M +$38.9K +194 +3%
TC
311
Titleist Capital
Texas
$1.22M +$92.2K +460 +8%
SAM
312
Smithbridge Asset Management
Pennsylvania
$1.21M -$6.22K -31 -0.5%
FWP
313
Falcon Wealth Planning
California
$1.21M +$249K +1,241 +26%
GB
314
Goepper Burkhardt
South Carolina
$1.19M -$28.9K -144 -2%
BC
315
Burleson & Co
California
$1.18M – – –
FAIM
316
Financial Advocates Investment Management
Washington
$1.18M -$128K -636 -10%
NFC
317
Northeast Financial Consultants
Connecticut
$1.18M -$98.7K -492 -8%
WS
318
Wedbush Securities
California
$1.17M +$408K +2,032 +53%
R
319
Rebalance
California
$1.17M +$1.17M +5,837 New
LC
320
Lindbrook Capital
California
$1.16M -$22.1K -110 -2%
CIA
321
Covington Investment Advisors
Pennsylvania
$1.15M +$109K +545 +11%
OCG
322
Opus Capital Group
Ohio
$1.15M -$47.1K -235 -4%
LA
323
LexAurum Advisors
Kansas
$1.13M +$47.5K +237 +4%
TWM
324
Tradition Wealth Management
Minnesota
$1.13M +$139K +691 +14%
WB
325
WesBanco Bank
West Virginia
$1.12M -$68.1K -340 -6%
11 12
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