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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
+$104M
2
Truist Financial
Truist Financial
North Carolina
+$55.8M
3
EC
Estate Counselors
Wisconsin
+$19.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$15.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$14.7M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$78.2M
2
CG
Colony Group
Massachusetts
-$69.4M
3
PFO
Pathstone Family Office
New Jersey
-$21.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.9M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$8.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIBT
401
First International Bank & Trust
North Dakota
$776K -$9.74K -45 -1%
TP
402
Tranquility Partners
Tennessee
$772K +$35.7K +165 +5%
JIC
403
Johnson Investment Counsel
Ohio
$769K -$3.25K -15 -0.4%
GWM
404
Geneos Wealth Management
Colorado
$762K +$160K +741 +27%
EFL
405
ERn Financial LLC
Wisconsin
$758K -$3.25K -15 -0.4%
CBFP
406
Cedar Brook Financial Partners
Ohio
$755K +$23.6K +109 +3%
WFPG
407
Waller Financial Planning Group
Ohio
$753K -$131K -605 -15%
SLT
408
St Louis Trust
Missouri
$733K -$47.8K -221 -6%
GFP
409
Gryphon Financial Partners
Ohio
$729K +$7.58K +35 +1%
MWM
410
Mission Wealth Management
California
$729K +$3.46K +16 +0.5%
IAG
411
Investmark Advisory Group
Connecticut
$722K +$106K +489 +17%
PMG
412
ProVise Management Group
Florida
$715K +$1.52K +7 +0.2%
QCG
413
Quadrant Capital Group
Ohio
$710K +$43.3K +200 +6%
WEG
414
World Equity Group
Illinois
$709K +$594K +8,639 +519%
NAS
415
Nicolet Advisory Services
Wisconsin
$699K – – –
CAG
416
Crestwood Advisors Group
Massachusetts
$691K +$37.9K +175 +6%
EWM
417
Evermay Wealth Management
Virginia
$690K -$8.01K -37 -1%
AWA
418
Arete Wealth Advisors
Illinois
$672K -$8.88K -41 -1%
BWM
419
BCS Wealth Management
Tennessee
$670K +$14.9K +69 +2%
SIC
420
Shoker Investment Counsel
Ohio
$665K -$22.1K -102 -3%
IPW
421
Intergy Private Wealth
Colorado
$660K +$41.1K +190 +7%
BFAG
422
Blackston Financial Advisory Group
Florida
$651K -$204K -943 -24%
PA
423
Parallel Advisors
California
$645K +$1.52K +7 +0.2%
SPC
424
Sigma Planning Corp
Michigan
$640K -$27.3K -126 -4%
NSG
425
Nalls Sherbakoff Group
Tennessee
$634K +$634K +2,989 New
15 16
17
18 19