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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 %
TWA
326
TCI Wealth Advisors
Arizona
$1.17M – – –
AL
327
Aspiriant LLC
California
$1.16M +$23.8K +110 +2%
DB
328
Dravo Bay
Delaware
$1.15M +$35.7K +165 +3%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$1.15M +$1.13M +5,211 +6,059%
TCWA
330
Ten Capital Wealth Advisors
Washington
$1.14M +$51.5K +238 +5%
CA
331
Cornerstone Advisory
Maryland
$1.12M -$249K -1,149 -18%
KCM
332
Kennicott Capital Management
California
$1.12M +$216 +1 +0%
LWM
333
Laidlaw Wealth Management
New York
$1.12M -$432K -1,996 -28%
PFS
334
Prospera Financial Services
Texas
$1.11M -$10.8K -50 -1%
OCPWS
335
One Charles Private Wealth Services
Massachusetts
$1.1M +$145K +672 +15%
LFGH
336
Lee Financial Group Hawaii
Hawaii
$1.09M +$1.09M +5,056 New
AWE
337
Avidian Wealth Enterprises
Texas
$1.09M +$1.09M +5,048 New
TFA
338
Transamerica Financial Advisors
Florida
$1.09M +$40.7K +188 +4%
SF
339
Summit Financial
New Jersey
$1.08M +$59.1K +273 +6%
BSW
340
Buckingham Strategic Wealth
Missouri
$1.07M – – –
MA
341
MONECO Advisors
Connecticut
$1.06M -$19.9K -92 -2%
MWM
342
Meridian Wealth Management
Kentucky
$1.05M -$9.52K -44 -0.9%
KWM
343
Kingsview Wealth Management
Oregon
$1.05M -$12.1K -56 -1%
PMFA
344
Plante Moran Financial Advisors
Michigan
$1.05M +$118K +546 +13%
CDH
345
Charles D. Hyman
$1.04M – – –
WTA
346
Washington Trust Advisors
Massachusetts
$1.04M -$15.6K -72 -1%
IA
347
IFP Advisors
Florida
$1.03M -$2.62M -22,100 -72%
Franklin Resources
348
Franklin Resources
California
$1.03M -$18.2K -84 -2%
WI
349
WrapManager Inc
California
$1.03M +$82.9K +383 +9%
JWCA
350
J.W. Cole Advisors
Florida
$1.02M -$82.2K -380 -7%
12 13
14
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