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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

842 hedge funds and large institutions have $7.09B invested in Vanguard Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 305 increasing their positions, 295 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
13.48%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
0.74%
New
78
Increased
305
Reduced
295
Closed
60
Calls
$12.3M
Puts
$8.13M
Net Calls
+$4.2M
Net Calls Change
-$9.42M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.18B
2
Truist Financial
Truist Financial
North Carolina
$76.7M
3
EC
Estate Counselors
Wisconsin
$19.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
$49.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.5M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$61.7M
2
CG
Colony Group
Massachusetts
$29.7M
3
PFO
Pathstone Family Office
New Jersey
$20.6M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$592M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
301
USAdvisors Wealth Management
Minnesota
$1.37M +$37.2K +172 +3%
BWP
302
BSW Wealth Partners
Colorado
$1.36M -$19.9K -92 -1%
BF
303
BOK Financial
Oklahoma
$1.36M -$635K -2,936 -32%
GB
304
Goepper Burkhardt
South Carolina
$1.31M +$27.3K +126 +2%
CCB
305
Country Club Bank
Missouri
$1.31M +$1.31M +6,173 New
CIA
306
Covington Investment Advisors
Pennsylvania
$1.3M +$61.9K +286 +5%
WPWM
307
Windward Private Wealth Management
Kansas
$1.29M -$51.9K -240 -4%
TWM
308
Tradition Wealth Management
Minnesota
$1.28M +$69.2K +320 +6%
ACM
309
Advisors Capital Management
New Jersey
$1.28M +$818K +3,781 +176%
KF
310
Krilogy Financial
Missouri
$1.27M +$787K +3,637 +163%
NFC
311
Northeast Financial Consultants
Connecticut
$1.27M – – –
FWP
312
Falcon Wealth Planning
California
$1.27M -$36.6K -169 -3%
R
313
Rebalance
California
$1.26M +$1.73K +8 +0.1%
SAM
314
Smithbridge Asset Management
Pennsylvania
$1.26M -$45K -208 -3%
CA
315
Cetera Advisors
Colorado
$1.25M +$179K +825 +17%
MF
316
Meridian Financial
Massachusetts
$1.24M +$46.5K +215 +4%
OCG
317
Opus Capital Group
Ohio
$1.23M -$6.49K -30 -0.5%
AWM
318
Aspire Wealth Management
Massachusetts
$1.2M +$15.8K +73 +1%
CAG
319
Csenge Advisory Group
Florida
$1.2M +$103K +477 +9%
API
320
Advisor Partners II
California
$1.19M +$35.7K +165 +3%
MFG
321
MidWestOne Financial Group
Iowa
$1.19M +$99.5K +460 +9%
SPA
322
Sentinel Pension Advisors
Massachusetts
$1.19M +$22.5K +107 +2%
WB
323
WesBanco Bank
West Virginia
$1.18M -$28.6K -132 -2%
TDWM
324
Topel & Distasi Wealth Management
California
$1.18M – – –
CWAG
325
Compton Wealth Advisory Group
Virginia
$1.18M -$521K -2,408 -31%
11 12
13
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