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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

859 hedge funds and large institutions have $7.88B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 343 increasing their positions, 287 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+17
Holders Change %
+2.02%
% of All Funds
13.55%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.74%
New
74
Increased
343
Reduced
287
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$68.4M
2
Bank of America
Bank of America
North Carolina
+$46.9M
3
BCM
Bronte Capital Management
Australia
+$39.4M
4
PLFA
Pacific Life Fund Advisors
California
+$32.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$22.6M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$165M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$22.8M
3
EC
Estate Counselors
Wisconsin
-$19.2M
4
NYLIM
New York Life Investment Management
New York
-$14.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
301
Transamerica Financial Advisors
Florida
$1.47M +$316K +1,377 +27%
AWE
302
Avidian Wealth Enterprises
Texas
$1.47M +$310K +1,348 +27%
PA
303
PFG Advisors
Arizona
$1.47M -$49.6K -216 -3%
BWM
304
Brown Wealth Management
Illinois
$1.46M +$1.46M +6,345 New
NRI
305
NFP Retirement Inc
California
$1.45M -$132K -575 -8%
BF
306
BOK Financial
Oklahoma
$1.44M – – –
IWM
307
IHT Wealth Management
Illinois
$1.44M -$1.69M -7,371 -54%
IWC
308
Integrated Wealth Concepts
Massachusetts
$1.43M +$539K +2,346 +60%
BWP
309
BSW Wealth Partners
Colorado
$1.43M -$23K -100 -2%
GB
310
Goepper Burkhardt
South Carolina
$1.42M +$29.6K +129 +2%
AAS
311
Ameritas Advisory Services
Nebraska
$1.42M -$445K -1,968 -24%
TWM
312
Tradition Wealth Management
Minnesota
$1.41M +$48.9K +213 +4%
CCB
313
Country Club Bank
Missouri
$1.41M – – –
CAG
314
Curtis Advisory Group
California
$1.39M +$317K +1,381 +30%
SAM
315
Smithbridge Asset Management
Pennsylvania
$1.37M +$34K +148 +3%
CIA
316
Covington Investment Advisors
Pennsylvania
$1.37M -$15.2K -66 -1%
LFGH
317
Lee Financial Group Hawaii
Hawaii
$1.35M +$192K +837 +17%
NFC
318
Northeast Financial Consultants
Connecticut
$1.35M – – –
MF
319
Meridian Financial
Massachusetts
$1.33M +$23K +100 +2%
WPWM
320
Windward Private Wealth Management
Kansas
$1.33M -$40.9K -178 -3%
R
321
Rebalance
California
$1.33M -$13.6K -59 -1%
MFG
322
MidWestOne Financial Group
Iowa
$1.31M +$51K +222 +4%
CAG
323
Csenge Advisory Group
Florida
$1.3M +$35.4K +154 +3%
V
324
Veritable
Delaware
$1.3M -$588K -2,560 -31%
FWP
325
Falcon Wealth Planning
California
$1.3M -$47.8K -208 -4%
11 12
13
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