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 %
AIA
401
Ally Invest Advisors
North Carolina
$814K +$258K +1,205 +46%
SMA
402
Sage Mountain Advisors
Georgia
$801K – – –
WPC
403
Wedmont Private Capital
Pennsylvania
$799K -$26.9K -127 -3%
LNWTC
404
Laird Norton Wetherby Trust Company
Washington
$796K -$133K -619 -14%
CFGSD
405
Compass Financial Group (South Dakota)
South Dakota
$773K -$22.5K -105 -3%
WI
406
WrapManager Inc
California
$770K -$102K -476 -12%
EWM
407
Empirical Wealth Management
Washington
$769K +$217K +1,014 +39%
FIBT
408
First International Bank & Trust
North Dakota
$768K – – –
WEG
409
World Equity Group
Illinois
$752K +$455K +2,124 +153%
NRG
410
Nemes Rush Group
Michigan
$750K – – –
EFL
411
ERn Financial LLC
Wisconsin
$746K -$3K -14 -0.4%
JIC
412
Johnson Investment Counsel
Ohio
$744K – – –
LC
413
Lindbrook Capital
California
$741K +$3K +14 +0.4%
BCI
414
Brinker Capital Investments
Pennsylvania
$737K -$44.1K -206 -6%
OPS
415
Orion Portfolio Solutions
Nebraska
$737K -$44.1K -206 -6%
PIA
416
Perennial Investment Advisors
California
$733K +$428 +2 +0.1%
BBA
417
BLB&B Advisors
Pennsylvania
$732K +$16.1K +75 +2%
SLT
418
St Louis Trust
Missouri
$726K – – –
AWA
419
Arete Wealth Advisors
Illinois
$724K -$43.9K -205 -6%
WFPG
420
Waller Financial Planning Group
Ohio
$717K -$9.64K -45 -1%
MWM
421
Mission Wealth Management
California
$706K -$172K -802 -20%
FI
422
Financial Insights
Washington
$700K -$1.57M -7,893 -69%
GFP
423
Gryphon Financial Partners
Ohio
$698K -$33K -154 -5%
PMG
424
ProVise Management Group
Florida
$691K -$7.5K -35 -1%
GJIA
425
Glass Jacobson Investment Advisors
Maryland
$688K +$6.85K +32 +1%
15 16
17
18 19