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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 %
EP
451
Eudaimonia Partners
Tennessee
$589K -$4.28K -20 -0.7%
NAS
452
Nicolet Advisory Services
Wisconsin
$588K -$122K -584 -17%
TAM
453
Townsend Asset Management
North Carolina
$586K -$1.5K -7 -0.3%
ADL
454
Asset Dedication LLC
California
$585K -$29.1K -136 -5%
CA
455
Continuum Advisory
Idaho
$582K +$1.5K +7 +0.3%
SCM
456
SOL Capital Management
Maryland
$580K -$72.9K -340 -11%
AT
457
American Trust
Kentucky
$579K -$553K -2,570 -49%
ICG
458
InterOcean Capital Group
Tennessee
$578K +$578K +2,701 New
IWN
459
Independent Wealth Network
Iowa
$578K +$8.14K +38 +1%
BFA
460
Beacon Financial Advisory
Ohio
$578K +$36.3K +102 +7%
UBV
461
United Bank (Virginia)
Virginia
$576K – – –
RW
462
Regimen Wealth
Georgia
$575K +$15.3K +73 +3%
RIM
463
Rockbridge Investment Management
New York
$572K +$2.78K +13 +0.5%
ACP
464
Aveo Capital Partners
Colorado
$570K -$3.86K -18 -0.7%
SWM
465
Spire Wealth Management
Virginia
$566K +$27.8K +130 +5%
EA
466
Eudaimonia Advisors
Tennessee
$563K +$16.5K +77 +3%
CG
467
Caprock Group
Idaho
$559K -$1.07K -5 -0.2%
WP
468
WealthSource Partners
California
$558K – – –
GSEP
469
Golden State Equity Partners
California
$557K +$67.3K +314 +14%
AGC
470
Aspen Grove Capital
Colorado
$557K +$10.7K +50 +2%
TFA
471
Tobias Financial Advisors
Florida
$552K -$18.4K -86 -3%
CSPAM
472
Cary Street Partners Asset Management
Virginia
$550K +$857 +4 +0.2%
FC
473
Forte Capital
New York
$550K +$643 +3 +0.1%
Koshinski Asset Management
474
Koshinski Asset Management
Illinois
$549K +$25.7K +120 +5%
HWA
475
Heartwood Wealth Advisors
Virginia
$548K – – –
17 18
19
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