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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

404 hedge funds and large institutions have $4.14B invested in Vanguard Small-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 121 reducing their positions, and 21 closing their positions.

Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
9.26%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
40
Increased
150
Reduced
121
Closed
21
Calls
$2.3M
Puts
$1.28M
Net Calls
+$1.02M
Net Calls Change
-$2.28M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$986M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.3M
3
CWM
3
Cornerstone Wealth Management
Missouri
$24.1M
4
Wells Fargo
4
Wells Fargo
California
$106M
5
AssetMark Inc
5
AssetMark Inc
California
$133M

Top Sellers

1
MG
1
Mather Group
Illinois
$49.5M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$13M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$650M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.5M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$51.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$21.1M +$893K +5,079 +4%
SFS
27
Summit Financial Strategies
Ohio
$20.8M -$200K -1,140 -1%
MIS
28
Morningstar Investment Services
Illinois
$18.8M +$658K +3,742 +4%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$18M +$884K +5,026 +5%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$18M – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$14.7M +$5.78M +32,856 +65%
QIM
32
Quest Investment Management
Oregon
$14.1M – – –
IWA
33
Inspirion Wealth Advisors
Illinois
$13.9M +$519K +2,950 +4%
MFW
34
Mosaic Family Wealth
Missouri
$13.7M +$91.2K +519 +0.7%
MML Investors Services
35
MML Investors Services
Massachusetts
$13M -$15M -85,572 -54%
WFWM
36
Wechter Feldman Wealth Management
New Jersey
$12.9M -$219K -1,247 -2%
IA
37
IndexIQ Advisors
New York
$12.7M -$65K -370 -0.5%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$12.7M -$249K -1,419 -2%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$12.5M +$928K +5,278 +8%
Stifel Financial
40
Stifel Financial
Missouri
$12.5M -$8.62M -49,012 -41%
GWA
41
Guidant Wealth Advisors
Illinois
$11.8M +$1.19M +7,685 +11%
SCA
42
Spearhead Capital Advisors
Florida
$11.4M +$33.1K +188 +0.3%
BFA
43
Bragg Financial Advisors
North Carolina
$10.9M +$182K +1,037 +2%
RJA
44
Raymond James & Associates
Florida
$10.8M -$1.19M -6,767 -10%
LNC
45
Lincoln National Corp
Pennsylvania
$10.7M -$728K -4,138 -6%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$10.6M +$1.89M +10,759 +22%
BIA
47
BHK Investment Advisors
Alabama
$10.1M -$357K -2,032 -3%
SFI
48
SPC Financial Inc
Maryland
$10.1M +$59.1K +336 +0.6%
AAMA
49
Advanced Asset Management Advisors
Ohio
$9.67M – – –
PCG
50
Private Capital Group
Connecticut
$9.5M +$286K +1,628 +3%
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