VBK icon

Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

849 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+55
Holders Change %
+6.93%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
309
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

1
CG
Colony Group
Massachusetts
+$69.8M
2
RWP
RWA Wealth Partners
Massachusetts
+$42.9M
3
US Bancorp
US Bancorp
Minnesota
+$39.1M
4
AssetMark Inc
AssetMark Inc
California
+$14.8M
5
Bank of America
Bank of America
North Carolina
+$14.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$17.7M
2
AWA
Arete Wealth Advisors
Illinois
-$14.4M
3
WIA
World Investment Advisors
California
-$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.52M
5
EC
Estate Counselors
Wisconsin
-$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
401
St Louis Trust
Missouri
$724K +$247K +1,230 +52%
OWP
402
Obermeyer Wealth Partners
Colorado
$722K – – –
JIC
403
Johnson Investment Counsel
Ohio
$715K -$14.6K -73 -2%
PFG
404
Pinnacle Financial Group
Illinois
$709K +$709K +3,538 New
EFL
405
ERn Financial LLC
Wisconsin
$706K +$5.62K +28 +0.8%
WA
406
Wealth Alliance
New York
$703K +$35.1K +175 +5%
NAS
407
Nicolet Advisory Services
Wisconsin
$701K +$212 +1 +0%
PFA
408
Professional Financial Advisors
Nebraska
$695K -$36.1K -180 -5%
WA
409
Wambolt & Associates
Colorado
$692K -$15K -75 -2%
OCM
410
One Capital Management
California
$687K -$25.7K -128 -4%
TP
411
Tranquility Partners
Tennessee
$682K -$19.5K -97 -3%
CBFP
412
Cedar Brook Financial Partners
Ohio
$677K +$18.9K +94 +3%
BTWM
413
Baker Tilly Wealth Management
Wisconsin
$677K +$382K +1,907 +130%
MWM
414
Mission Wealth Management
California
$672K +$63.8K +318 +10%
GFP
415
Gryphon Financial Partners
Ohio
$669K -$70.8K -353 -10%
AF
416
Allworth Financial
California
$667K -$30.9K -154 -4%
PMG
417
ProVise Management Group
Florida
$661K -$96.3K -480 -13%
MAWA
418
Moss Adams Wealth Advisors
Washington
$660K +$660K +3,293 New
CSPIA
419
Cary Street Partners Investment Advisory
Virginia
$659K +$49.1K +245 +8%
TCA
420
Transcend Capital Advisors
New Jersey
$656K +$224K +1,116 +52%
OC
421
Oppenheimer & Co
New York
$653K +$217K +1,084 +50%
HSA
422
HBK Sorce Advisory
Pennsylvania
$647K +$647K +3,228 New
EWM
423
Evermay Wealth Management
Virginia
$647K -$35.1K -175 -5%
SIC
424
Shoker Investment Counsel
Ohio
$637K +$3.01K +15 +0.5%
JFG
425
Jefferies Financial Group
New York
$631K +$631K +3,147 New
15 16
17
18 19