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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

859 hedge funds and large institutions have $7.88B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 343 increasing their positions, 287 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+17
Holders Change %
+2.02%
% of All Funds
13.55%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.74%
New
74
Increased
343
Reduced
287
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$68.4M
2
Bank of America
Bank of America
North Carolina
+$46.9M
3
BCM
Bronte Capital Management
Australia
+$39.4M
4
PLFA
Pacific Life Fund Advisors
California
+$32.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$22.6M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$165M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$22.8M
3
EC
Estate Counselors
Wisconsin
-$19.2M
4
NYLIM
New York Life Investment Management
New York
-$14.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
451
Cahill Financial Advisors
Minnesota
$624K +$74.9K +326 +14%
CA
452
Continuum Advisory
Idaho
$622K -$2.76K -12 -0.4%
CPSC
453
Carl P. Sherr & Co
Massachusetts
$619K – – –
UBV
454
United Bank (Virginia)
Virginia
$618K +$252K +1,095 +69%
ACP
455
Aveo Capital Partners
Colorado
$615K -$51K -222 -8%
SPC
456
Sigma Planning Corp
Michigan
$615K -$64.3K -280 -9%
TFA
457
Tobias Financial Advisors
Florida
$612K +$38.6K +168 +7%
IWN
458
Independent Wealth Network
Iowa
$612K +$164K +713 +37%
RW
459
Regimen Wealth
Georgia
$611K +$50.8K +221 +9%
RIM
460
Rockbridge Investment Management
New York
$611K -$214K -931 -26%
CG
461
Caprock Group
Idaho
$601K +$1.38K +6 +0.2%
WP
462
WealthSource Partners
California
$599K -$47.6K -207 -7%
AIA
463
Ally Invest Advisors
North Carolina
$597K +$164K +714 +38%
EWM
464
Empirical Wealth Management
Washington
$592K +$129K +562 +28%
CSPAM
465
Cary Street Partners Asset Management
Virginia
$590K +$15.2K +66 +3%
FC
466
Forte Capital
New York
$589K +$919 +4 +0.2%
SC
467
Steph & Co
Wisconsin
$589K -$76K -331 -11%
HWA
468
Heartwood Wealth Advisors
Virginia
$588K – – –
EA
469
Eudaimonia Advisors
Tennessee
$586K +$8.73K +38 +2%
AGC
470
Aspen Grove Capital
Colorado
$586K +$586K +2,550 New
BP
471
Ballentine Partners
Massachusetts
$582K +$13.8K +60 +2%
BFA
472
Beacon Financial Advisory
Ohio
$580K +$42.6K +112 +8%
FWM
473
Fingerlakes Wealth Management
New York
$577K +$1.15K +5 +0.2%
SWM
474
Spire Wealth Management
Virginia
$577K -$81.1K -353 -12%
SAG
475
SageView Advisory Group
California
$572K -$341K -1,485 -37%
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