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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 %
MFA
451
McClarren Financial Advisors
Pennsylvania
$561K +$215 +1 +0%
FC
452
Forte Capital
New York
$554K +$866 +4 +0.2%
HWA
453
Heartwood Wealth Advisors
Virginia
$554K – – –
BOH
454
Bank of Hawaii
Hawaii
$552K – – –
IA
455
IFG Advisors
Missouri
$552K – – –
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$550K -$24K -111 -4%
First Manhattan
457
First Manhattan
New York
$548K +$67.3K +311 +14%
DI
458
DFPG Investments
Utah
$546K -$206K -952 -27%
EA
459
Eudaimonia Advisors
Tennessee
$544K -$12.8K -59 -2%
FWM
460
Fingerlakes Wealth Management
New York
$543K +$28.3K +131 +6%
CSPAM
461
Cary Street Partners Asset Management
Virginia
$541K -$100K -464 -16%
TFA
462
Tobias Financial Advisors
Florida
$540K -$20.6K -95 -4%
BFA
463
Beacon Financial Advisory
Ohio
$536K +$759 +2 +0.1%
BP
464
Ballentine Partners
Massachusetts
$536K – – –
OC
465
Oppenheimer & Co
New York
$533K -$171K -791 -24%
RW
466
Regimen Wealth
Georgia
$528K +$528K +2,440 New
WJA
467
Willis Johnson & Associates
Texas
$527K +$527K +2,435 New
HFRG
468
Houlihan Financial Resource Group
Virginia
$522K +$121K +560 +30%
EP
469
Eudaimonia Partners
Tennessee
$519K +$40.9K +189 +9%
TFGT
470
TS Financial Group (TSFG)
Illinois
$518K -$41.6K -192 -7%
CFA
471
Cahill Financial Advisors
Minnesota
$517K -$15.2K -70 -3%
OGF
472
Orin Green Financial
California
$517K -$13K -60 -2%
KFI
473
Key Financial Inc
Pennsylvania
$517K +$27.3K +126 +6%
NAMP
474
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$515K -$24.9K -115 -5%
AT
475
American Trust
Kentucky
$510K -$552K -2,581 -52%
17 18
19
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