VBK icon

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 %
EWMCB
301
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.44M -$4.72M -22,042 -77%
SQA
302
Simon Quick Advisors
New Jersey
$1.43M -$105K -488 -7%
IWM
303
IHT Wealth Management
Illinois
$1.42M +$82K +383 +6%
KC
304
Kades & Cheifetz
Pennsylvania
$1.42M +$38.1K +178 +3%
PFS
305
Prospera Financial Services
Texas
$1.4M +$299K +1,396 +27%
LFGH
306
Lee Financial Group Hawaii
Hawaii
$1.4M +$138K +643 +11%
WTFG
307
Wells Trecaso Financial Group
Ohio
$1.39M -$12.9K -60 -0.9%
SFM
308
Signet Financial Management
New Jersey
$1.39M -$160K -749 -10%
AWM
309
Accel Wealth Management
Iowa
$1.38M -$29.6K -138 -2%
CAG
310
Curtis Advisory Group
California
$1.38M +$85K +397 +7%
GB
311
Goepper Burkhardt
South Carolina
$1.38M +$51.4K +240 +4%
ACM
312
Advisors Capital Management
New Jersey
$1.36M +$157K +732 +13%
CA
313
Cetera Advisors
Colorado
$1.35M -$38.6K -180 -3%
MFG
314
MidWestOne Financial Group
Iowa
$1.33M +$100K +467 +8%
LA
315
LexAurum Advisors
Kansas
$1.32M -$50.3K -235 -4%
OFS
316
OneAscent Financial Services
Alabama
$1.3M +$1.3M +6,064 New
JFG
317
Jefferies Financial Group
New York
$1.3M +$122K +569 +10%
AWE
318
Avidian Wealth Enterprises
Texas
$1.3M -$73.9K -345 -5%
BWP
319
BSW Wealth Partners
Colorado
$1.29M -$42K -196 -3%
NRI
320
NFP Retirement Inc
California
$1.28M -$68.8K -321 -5%
CIA
321
Covington Investment Advisors
Pennsylvania
$1.28M +$2.57K +12 +0.2%
MF
322
Meridian Financial
Massachusetts
$1.27M +$28.9K +135 +2%
CPRC
323
Consolidated Portfolio Review Corp
New York
$1.26M -$165K -768 -12%
JWS
324
Juncture Wealth Strategies
Arizona
$1.26M +$1.26M +5,877 New
NFC
325
Northeast Financial Consultants
Connecticut
$1.26M – – –
11 12
13
14 15