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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 %
IA
476
IFG Advisors
Missouri
$548K -$71.3K -333 -12%
SAG
477
SageView Advisory Group
California
$543K +$9.85K +46 +2%
BP
478
Ballentine Partners
Massachusetts
$543K – – –
SC
479
Steph & Co
Wisconsin
$542K -$7.28K -34 -1%
AWM
480
Axxcess Wealth Management
California
$536K +$10.3K +48 +2%
CCWM
481
Cassaday & Co Wealth Management
Virginia
$531K – – –
ZCM
482
Ziegler Capital Management
Illinois
$530K -$1.42M -6,629 -73%
PA
483
Procyon Advisors
Connecticut
$526K +$44.5K +208 +9%
HFRG
484
Houlihan Financial Resource Group
Virginia
$525K +$525K +2,535 New
ECM
485
Evergreen Capital Management
Washington
$525K – – –
KP
486
Keel Point
Alabama
$522K +$2.57K +12 +0.5%
FWM
487
Fingerlakes Wealth Management
New York
$520K -$18.4K -86 -3%
1WM
488
1900 Wealth Management
Texas
$518K +$34.1K +159 +7%
CIBC World Market
489
CIBC World Market
Ontario, Canada
$516K -$343K -1,601 -40%
PI
490
PFG Investments
New York
$516K -$12.6K -59 -2%
DI
491
DFPG Investments
Utah
$514K -$492K -2,426 -49%
Vanguard Group
492
Vanguard Group
Pennsylvania
$513K +$244K +1,139 +91%
KFI
493
Key Financial Inc
Pennsylvania
$511K – – –
CW
494
CreativeOne Wealth
Kansas
$510K +$141K +659 +38%
OGF
495
Orin Green Financial
California
$507K -$4.5K -21 -0.9%
FFS
496
Founders Financial Securities
Maryland
$505K +$2.36K +11 +0.5%
GRP
497
Global Retirement Partners
California
$503K +$11.3K +54 +2%
WAP
498
Wealthcare Advisory Partners
Pennsylvania
$499K +$38.8K +181 +8%
SFI
499
SPC Financial Inc
Maryland
$495K +$4.5K +21 +0.9%
TIA
500
Traphagen Investment Advisors
New Jersey
$494K +$160K +746 +48%
18 19
20
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