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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 %
CCWM
476
Cassaday & Co Wealth Management
Virginia
$569K +$99.7K +434 +21%
PI
477
PFG Investments
New York
$567K +$60.9K +265 +12%
AWM
478
Axxcess Wealth Management
California
$564K +$91.7K +399 +19%
ECM
479
Evergreen Capital Management
Washington
$563K +$162K +704 +40%
Koshinski Asset Management
480
Koshinski Asset Management
Illinois
$561K -$361K -1,570 -39%
KP
481
Keel Point
Alabama
$557K +$557K +2,425 New
KFI
482
Key Financial Inc
Pennsylvania
$548K – – –
OGF
483
Orin Green Financial
California
$548K – – –
MFG
484
Magnus Financial Group
New York
$545K +$5.97K +26 +1%
GRP
485
Global Retirement Partners
California
$542K +$230 +1 +0%
FFS
486
Founders Financial Securities
Maryland
$540K +$43.9K +191 +9%
CWC
487
Carolinas Wealth Consulting
North Carolina
$539K +$230 +1 +0%
NAMP
488
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$536K -$10.3K -45 -2%
SPI
489
Sutton Place Investors
New York
$528K +$207K +901 +64%
SFI
490
SPC Financial Inc
Maryland
$526K +$14.2K +62 +3%
GSEP
491
Golden State Equity Partners
California
$525K +$525K +2,287 New
DAM
492
Derbend Asset Management
Georgia
$519K +$67.3K +293 +15%
1WM
493
1900 Wealth Management
Texas
$519K -$165K -716 -24%
PA
494
Procyon Advisors
Connecticut
$516K +$51.5K +224 +11%
SCA
495
Snowden Capital Advisors
New York
$514K -$10.8K -47 -2%
SFPG
496
Stonebridge Financial Planning Group
Florida
$505K +$67.8K +295 +16%
TFGT
497
TS Financial Group (TSFG)
Illinois
$504K -$46K -200 -8%
BB
498
Bell Bank
North Dakota
$498K – – –
HWM
499
Hemington Wealth Management
Virginia
$497K -$8.26K -36 -2%
WAP
500
Wealthcare Advisory Partners
Pennsylvania
$494K -$89.6K -390 -15%
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