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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 %
ACP
426
Aveo Capital Partners
Colorado
$628K -$5.63K -26 -0.9%
SC
427
Steph & Co
Wisconsin
$626K -$18K -83 -3%
BB
428
Busey Bank
Illinois
$626K – – –
CFFP
429
Center for Financial Planning
Michigan
$622K -$10.8K -50 -2%
SWM
430
Spire Wealth Management
Virginia
$620K +$170K +784 +38%
ADL
431
Asset Dedication LLC
California
$620K – – –
Citadel Advisors
432
Citadel Advisors
Florida
$619K -$3.48M -16,086 -85%
FA
433
Financial Alternatives
California
$615K – – –
JCM
434
Jacobi Capital Management
Pennsylvania
$613K +$91.5K +423 +18%
WP
435
WealthSource Partners
California
$609K +$50.6K +234 +9%
CC
436
Courier Capital
New York
$607K +$22.3K +103 +4%
BNP Paribas Financial Markets
437
BNP Paribas Financial Markets
France
$607K -$4.08M -18,846 -87%
EL
438
EWA LLC
Pennsylvania
$607K +$607K +2,853 New
1WM
439
1900 Wealth Management
Texas
$601K +$1.01K +5 +0.2%
AF
440
Advisornet Financial
Minnesota
$591K -$22.9K -106 -4%
CA
441
Continuum Advisory
Idaho
$589K -$31.4K -145 -5%
SCM
442
SOL Capital Management
Maryland
$589K +$30.3K +140 +5%
SS
443
Simplicity Solutions
Minnesota
$589K +$589K +2,721 New
MFS
444
McNamara Financial Services
Massachusetts
$585K +$7.57K +35 +1%
CPSC
445
Carl P. Sherr & Co
Massachusetts
$583K – – –
DC
446
Davenport & Co
Virginia
$581K +$18.6K +86 +3%
GIA
447
Gladstone Institutional Advisory
Florida
$580K -$27.9K -129 -5%
TAM
448
Townsend Asset Management
North Carolina
$578K -$72.3K -334 -11%
FUBT
449
First United Bank & Trust
Maryland
$568K -$10.4K -48 -2%
CG
450
Caprock Group
Idaho
$564K -$97.8K -452 -15%
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