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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

849 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+55
Holders Change %
+6.93%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
309
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

1
CG
Colony Group
Massachusetts
+$69.8M
2
RWP
RWA Wealth Partners
Massachusetts
+$42.9M
3
US Bancorp
US Bancorp
Minnesota
+$39.1M
4
AssetMark Inc
AssetMark Inc
California
+$14.8M
5
Bank of America
Bank of America
North Carolina
+$14.5M

Top Sellers

1
TF
TIAA FSB
Florida
-$17.7M
2
AWA
Arete Wealth Advisors
Illinois
-$14.4M
3
WIA
World Investment Advisors
California
-$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.52M
5
EC
Estate Counselors
Wisconsin
-$8.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
451
Gladstone Institutional Advisory
Florida
$563K +$68.4K +341 +14%
RFC
452
Regions Financial Corp
Alabama
$563K +$198K +988 +54%
WIA
453
World Investment Advisors
California
$562K -$11.3M -56,354 -95%
GWM
454
Geneos Wealth Management
Colorado
$557K -$53.5K -267 -9%
GJIC
455
Gamble Jones Investment Counsel
California
$557K -$23.7K -118 -4%
CWA
456
Capital Wealth Alliance
Arizona
$554K +$257K +1,280 +86%
CC
457
Courier Capital
New York
$542K -$1.81K -9 -0.3%
CPSC
458
Carl P. Sherr & Co
Massachusetts
$540K – – –
FUBT
459
First United Bank & Trust
Maryland
$536K +$10K +50 +2%
BFG
460
Bleakley Financial Group
New Jersey
$535K +$535K +2,667 New
MFS
461
McNamara Financial Services
Massachusetts
$535K +$2.61K +13 +0.5%
WAP
462
Wealthcare Advisory Partners
Pennsylvania
$532K -$58.7K -293 -10%
WKWM
463
Walter & Keenan Wealth Management
Indiana
$528K +$1K +5 +0.2%
MFA
464
McClarren Financial Advisors
Pennsylvania
$523K +$70.9K +354 +16%
DC
465
Davenport & Co
Virginia
$521K +$23.1K +115 +5%
CWMGP
466
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$520K -$195K -970 -27%
TFA
467
Tobias Financial Advisors
Florida
$520K +$110K +551 +27%
RP
468
Riverbridge Partners
Minnesota
$519K +$519K +2,586 New
TFGT
469
TS Financial Group (TSFG)
Illinois
$518K +$281K +1,403 +119%
SCM
470
SOL Capital Management
Maryland
$518K +$150K +748 +41%
WP
471
WealthSource Partners
California
$517K -$53.5K -267 -9%
EA
472
Eudaimonia Advisors
Tennessee
$516K -$53.3K -266 -9%
HWA
473
Heartwood Wealth Advisors
Virginia
$513K – – –
BFA
474
Beacon Financial Advisory
Ohio
$513K -$342K -940 -40%
FC
475
Forte Capital
New York
$513K +$1K +5 +0.2%
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