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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 %
CSPIA
326
Cary Street Partners Investment Advisory
Virginia
$1.25M +$155K +722 +14%
USCWA
327
U.S. Capital Wealth Advisors
Texas
$1.24M +$998K +4,658 +408%
WPWM
328
Windward Private Wealth Management
Kansas
$1.24M – – –
R
329
Rebalance
California
$1.24M +$214 +1 +0%
SAM
330
Smithbridge Asset Management
Pennsylvania
$1.24M -$39K -182 -3%
WP
331
WealthPLAN Partners
Nebraska
$1.24M +$362K +1,692 +41%
CAG
332
Csenge Advisory Group
Florida
$1.24M +$19.5K +91 +2%
SF
333
Summit Financial
New Jersey
$1.23M +$91.9K +429 +8%
SPA
334
Sentinel Pension Advisors
Massachusetts
$1.22M +$15.9K +74 +1%
AWM
335
Aspire Wealth Management
Massachusetts
$1.2M +$428 +2 +0%
OCG
336
Opus Capital Group
Ohio
$1.2M -$1.29K -6 -0.1%
KWM
337
Kingsview Wealth Management
Oregon
$1.2M +$49.3K +230 +4%
FWP
338
Falcon Wealth Planning
California
$1.19M -$19.1K -89 -2%
TWA
339
TCI Wealth Advisors
Arizona
$1.17M +$643 +3 +0.1%
Millennium Management
340
Millennium Management
New York
$1.17M +$1.17M +5,450 New
TDWM
341
Topel & Distasi Wealth Management
California
$1.17M – – –
OCPWS
342
One Charles Private Wealth Services
Massachusetts
$1.16M +$63.8K +298 +6%
DB
343
Dravo Bay
Delaware
$1.16M +$44.5K +208 +4%
CA
344
Cornerstone Advisory
Maryland
$1.16M +$66.4K +310 +6%
CWAG
345
Compton Wealth Advisory Group
Virginia
$1.16M -$9.64K -45 -0.8%
BF
346
BOK Financial
Oklahoma
$1.15M -$95.4K -479 -8%
AL
347
Aspiriant LLC
California
$1.15M +$78K +364 +7%
CCB
348
Country Club Bank
Missouri
$1.15M -$178K -830 -13%
WB
349
WesBanco Bank
West Virginia
$1.14M -$59.5K -278 -5%
SWA
350
Stratos Wealth Advisors
Ohio
$1.11M +$76.5K +357 +7%
12 13
14
15 16