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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

720 hedge funds and large institutions have $7.55B invested in Vanguard Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 263 increasing their positions, 184 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+88
Holders Change %
+13.92%
% of All Funds
12.78%
Holding in Top 10
47
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+34.29%
% of All Funds
0.83%
New
138
Increased
263
Reduced
184
Closed
36
Calls
$5.03M
Puts
$29.1M
Net Calls
-$24.1M
Net Calls Change
-$24.2M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$119M
2
Morgan Stanley
2
Morgan Stanley
New York
$499M
3
Wells Fargo
3
Wells Fargo
California
$204M
4
FI
4
FormulaFolio Investments
Michigan
$34.6M
5
KIM
5
Karpus Investment Management
New York
$21.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$669M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
SFI
3
SPC Financial Inc
Maryland
$503K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$254M
5
UCFA
5
United Capital Financial Advisors
Texas
$84.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
476
Koshinski Asset Management
Illinois
$381K +$381K +1,424 New
ZB
477
Zions Bancorporation
Utah
$372K -$125K -466 -25%
PJB
478
Paul John Balson
California
$369K +$535 +2 +0.1%
LW
479
Linscomb Wealth
Texas
$360K – – –
BBHC
480
Brown Brothers Harriman & Co
New York
$354K +$354K +1,323 New
PWM
481
Perigon Wealth Management
California
$353K +$2.95K +11 +0.8%
BIM
482
Baldwin Investment Management
Pennsylvania
$353K +$353K +1,320 New
WA
483
WP Advisors
California
$352K +$1.07K +4 +0.3%
KA
484
Klingman & Associates
New York
$350K – – –
SFPG
485
Stonebridge Financial Planning Group
Florida
$348K -$37.4K -140 -10%
SWM
486
Segment Wealth Management
Texas
$347K – – –
AWA
487
Alaska Wealth Advisors
Alaska
$345K -$5.89K -22 -2%
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$345K +$154K +574 +80%
WA
489
WBH Advisory
Maryland
$341K – – –
W
490
Wealthquest
Ohio
$340K – – –
CWM
491
Capital Wealth Management
Rhode Island
$339K +$67.6K +253 +25%
GRP
492
Global Retirement Partners
California
$338K +$17.4K +65 +5%
CM
493
Capital Management
Virginia
$335K – – –
AWM
494
Altium Wealth Management
New York
$334K +$334K +1,246 New
SFS
495
Strategic Financial Services
New York
$331K – – –
XF
496
XML Financial
Maryland
$331K +$1.07K +4 +0.3%
SFG
497
Sather Financial Group
Texas
$327K +$2.41K +9 +0.7%
WLIM
498
White Lighthouse Investment Management
Massachusetts
$325K -$5.89K -22 -2%
UR
499
USCA RIA
Texas
$324K -$5.35K -20 -2%
AF
500
Advisornet Financial
Minnesota
$324K -$4.28K -16 -1%
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