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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.

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
1
Osaic Holdings
Arizona
$98.8M
2
EWA
2
EP Wealth Advisors
California
$47.4M
3
Charles Schwab
3
Charles Schwab
California
$28.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
CAN
5
Cetera Advisor Networks
California
$35.5M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$67.8K
2
BCM
2
Bronte Capital Management
Australia
$0
3
EWM
3
Elevatus Welath Management
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$210M
5
UCFA
5
United Capital Financial Advisors
Texas
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$49.1M +$7.84M +36,592 +19%
RJA
27
Raymond James & Associates
Florida
$47.5M +$763K +3,561 +2%
EWA
28
EP Wealth Advisors
California
$47.4M +$42.7M +199,339 +917%
UCFA
29
United Capital Financial Advisors
Texas
$47M -$13.1M -61,239 -22%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$46.4M +$1.06M +4,972 +2%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$44M +$1.24M +5,784 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$42.5M +$785K +3,664 +2%
Mariner
33
Mariner
Kansas
$39.4M +$2.01M +9,377 +5%
MML Investors Services
34
MML Investors Services
Massachusetts
$36.8M +$1.95M +9,118 +6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$35.9M +$1.43M +6,681 +4%
CAN
36
Cetera Advisor Networks
California
$35.5M +$13.6M +63,316 +62%
LNC
37
Lincoln National Corp
Pennsylvania
$34.1M +$714K +3,333 +2%
AFA
38
American Financial Advisors
Georgia
$32.1M -$741K -3,460 -2%
Members Trust
39
Members Trust
Florida
$31.7M +$632K +2,941 +2%
CG
40
Colony Group
Massachusetts
$31.6M +$1.05M +4,914 +3%
PWP
41
Perfromance Wealth Partners
Illinois
$31.1M -$1.05M -4,882 -3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$29.5M -$789K -3,683 -3%
PLFA
43
Pacific Life Fund Advisors
California
$29.3M -$1.33M -6,230 -4%
SFS
44
Summit Financial Strategies
Ohio
$28.7M -$53.5K -250 -0.2%
Charles Schwab
45
Charles Schwab
California
$28.4M +$28.4M +132,830 New
Stifel Financial
46
Stifel Financial
Missouri
$26.4M -$3.44M -16,070 -12%
Creative Planning
47
Creative Planning
Kansas
$25.5M -$249K -1,162 -1%
RA
48
Rodgers & Associates
Pennsylvania
$24.7M -$158K -737 -0.6%
BFA
49
Bragg Financial Advisors
North Carolina
$23.8M +$817K +3,813 +4%
WPW
50
Waldron Private Wealth
Pennsylvania
$23.2M +$427K +1,995 +2%
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