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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

632 hedge funds and large institutions have $5.83B invested in Vanguard Small-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 206 increasing their positions, 224 reducing their positions, and 35 closing their positions.

Holders
632
Holders Change
+24
Holders Change %
+3.95%
% of All Funds
12.79%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.71%
New
68
Increased
206
Reduced
224
Closed
35
Calls
$4.28M
Puts
$4.15M
Net Calls
+$133K
Net Calls Change
-$2.93M

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$228M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$215M
3
AWM
3
Affinity Wealth Management
Delaware
$25.5M
4
TC
4
Trilogy Capital
California
$19.8M
5
I
5
INVST
Indiana
$14.3M

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$0
2
Bank of America
2
Bank of America
North Carolina
$1.17B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$576M
4
IA
4
IndexIQ Advisors
New York
$581K
5
Morgan Stanley
5
Morgan Stanley
New York
$381M
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
501
Arcadia Investment Advisors
Idaho
$199K 925 – –
IBOK
502
Independence Bank of Kentucky
Kentucky
$197K 915 +720 +369%
FDCDDQ
503
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K 890 – –
TFS
504
TrustCore Financial Services
Tennessee
$172K 799 – –
FHA
505
Flagship Harbor Advisors
Massachusetts
$162K 756 +1 +0.1%
EDRH
506
Edmond de Rothschild Holding
Switzerland
$161K 750 – –
VFA
507
Valeo Financial Advisors
Indiana
$153K 710 -4 -0.6%
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$153K 714 +714 New
JGIA
509
Jackson Grant Investment Advisers
Connecticut
$149K 693 +2 +0.3%
S
510
SignatureFD
Georgia
$148K 690 -1 -0.1%
MLFP
511
MPS Loria Financial Planners
Illinois
$146K 677 -20 -3%
CAL
512
Capital Advisors Ltd
Ohio
$144K 672 +40 +6%
TH
513
TCTC Holdings
Texas
$129K 600 – –
LWA
514
Lenox Wealth Advisors
New York
$128K 596 – –
Bank of Montreal
515
Bank of Montreal
Ontario, Canada
$126K 567 -23 -4%
HFA
516
Hoover Financial Advisors
Pennsylvania
$126K 584 +544 +1,360%
SBL
517
Sargent Bickham Lagudis
Colorado
$125K 582 -498 -46%
WEC
518
Winslow Evans & Crocker
Massachusetts
$124K 575 -80 -12%
JWBC
519
John W. Brooker & Co
California
$122K 569 – –
Lazard Asset Management
520
Lazard Asset Management
New York
$118K 550 – –
ACA
521
Aptus Capital Advisors
Alabama
$116K 544 -25 -4%
BWA
522
BDO Wealth Advisors
Florida
$116K 539 – –
NSIM
523
North Star Investment Management
Illinois
$116K 540 – –
HIA
524
Harbor Investment Advisory
Maryland
$115K 537 +27 +5%
BAM
525
Belpointe Asset Management
Nevada
$112K 525 -66 -11%
19 20
21
22 23