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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 %
IPW
426
Intergy Private Wealth
Colorado
$687K +$12.4K +58 +2%
NB
427
Northwest Bancshares
Pennsylvania
$686K -$107K -499 -13%
SIC
428
Shoker Investment Counsel
Ohio
$680K +$428 +2 +0.1%
CS
429
Comerica Securities
Michigan
$675K +$309K +1,441 +84%
AF
430
Advisornet Financial
Minnesota
$671K +$50.8K +237 +8%
CPSC
431
Carl P. Sherr & Co
Massachusetts
$656K +$79.3K +370 +14%
BWM
432
BCS Wealth Management
Tennessee
$655K +$655K +3,059 New
EWM
433
Evermay Wealth Management
Virginia
$654K -$27K -126 -4%
CAL
434
Capital Analysts LLC
Pennsylvania
$648K +$633K +2,954 +4,103%
NSG
435
Nalls Sherbakoff Group
Tennessee
$645K -$643 -3 -0.1%
CF
436
Centaurus Financial
California
$641K -$183K -853 -22%
VAM
437
Verity Asset Management
North Carolina
$641K -$182K -851 -22%
PA
438
Parallel Advisors
California
$636K -$2.36K -11 -0.4%
SFPG
439
Stonebridge Financial Planning Group
Florida
$623K +$152K +711 +32%
JCM
440
Jacobi Capital Management
Pennsylvania
$620K -$4.07K -19 -0.7%
BB
441
Busey Bank
Illinois
$619K – – –
BFAG
442
Blackston Financial Advisory Group
Florida
$617K -$857 -4 -0.1%
FA
443
Financial Alternatives
California
$609K – – –
MFA
444
McClarren Financial Advisors
Pennsylvania
$607K +$2.35K +11 +0.4%
EL
445
EWA LLC
Pennsylvania
$606K +$12.5K +61 +2%
FUBT
446
First United Bank & Trust
Maryland
$604K -$1.07K -5 -0.2%
DC
447
Davenport & Co
Virginia
$603K – – –
MFS
448
McNamara Financial Services
Massachusetts
$598K +$10.3K +48 +2%
CFA
449
Cahill Financial Advisors
Minnesota
$593K +$11.1K +52 +2%
CWM
450
Cherrydale Wealth Management
New Jersey
$591K +$591K +2,761 New
16 17
18
19 20