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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

632 hedge funds and large institutions have $5.83B invested in Vanguard Small-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 206 increasing their positions, 224 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+24
Holders Change %
+3.95%
% of All Funds
12.79%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.71%
New
68
Increased
206
Reduced
224
Closed
35
Calls
$4.28M
Puts
$4.15M
Net Calls
+$133K
Net Calls Change
-$2.93M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$228M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$215M
3
AWM
3
Affinity Wealth Management
Delaware
$25.5M
4
TC
4
Trilogy Capital
California
$19.8M
5
I
5
INVST
Indiana
$14.3M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
Bank of America
2
Bank of America
North Carolina
$1.17B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$576M
4
IA
4
IndexIQ Advisors
New York
$581K
5
Morgan Stanley
5
Morgan Stanley
New York
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
426
WP Advisors
California
$282K -$13.3K -62 -5%
AWA
427
Alaska Wealth Advisors
Alaska
$282K -$215 -1 -0.1%
KA
428
Klingman & Associates
New York
$281K -$53.9K -251 -16%
PWM
429
Perigon Wealth Management
California
$281K +$21.7K +101 +8%
SMC
430
Smith, Moore & Co
Missouri
$279K -$63.1K -294 -18%
GT
431
Glenview Trust
Kentucky
$278K -$27.9K -130 -9%
SWM
432
Segment Wealth Management
Texas
$278K – – –
NWP
433
Northstar Wealth Partners
Connecticut
$278K +$42.3K +197 +18%
SAM
434
Silvercrest Asset Management
New York
$276K – – –
HNB
435
Huntington National Bank
Ohio
$276K -$255K – –
SIC
436
Salem Investment Counselors
North Carolina
$276K +$35.5K +165 +15%
PL
437
Plancorp LLC
Missouri
$273K – – –
W
438
Wealthquest
Ohio
$273K – – –
CM
439
Capital Management
Virginia
$269K – – –
WLIM
440
White Lighthouse Investment Management
Massachusetts
$266K -$159K -740 -37%
SFS
441
Strategic Financial Services
New York
$266K – – –
XF
442
XML Financial
Maryland
$265K -$861 -4 -0.3%
UR
443
USCA RIA
Texas
$265K +$4.31K +20 +2%
AF
444
Advisornet Financial
Minnesota
$264K -$122K -566 -32%
MWM
445
Meridian Wealth Management
Kentucky
$262K -$7.5K -35 -3%
SFG
446
Sather Financial Group
Texas
$260K +$260K +1,213 New
SVWAG
447
Sound View Wealth Advisors Group
Georgia
$259K – – –
SIAS
448
Shine Investment Advisory Services
Colorado
$258K – – –
Franklin Resources
449
Franklin Resources
California
$258K +$7.1K +33 +3%
SAS
450
Stelac Advisory Services
New York
$257K – – –
16 17
18
19 20