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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

842 hedge funds and large institutions have $7.09B invested in Vanguard Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 305 increasing their positions, 295 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
13.48%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
0.74%
New
78
Increased
305
Reduced
295
Closed
60
Calls
$12.3M
Puts
$8.13M
Net Calls
+$4.2M
Net Calls Change
-$9.42M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.18B
2
Truist Financial
Truist Financial
North Carolina
$76.7M
3
EC
Estate Counselors
Wisconsin
$19.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
$49.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.5M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$61.7M
2
CG
Colony Group
Massachusetts
$29.7M
3
PFO
Pathstone Family Office
New Jersey
$20.6M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$592M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
Axxcess Wealth Management
California
$445K +$194K +897 +77%
EI
502
Ellevest Inc
New York
$443K +$51.5K +238 +13%
CCWM
503
Cassaday & Co Wealth Management
Virginia
$442K +$5.63K +26 +1%
SFS
504
Sowell Financial Services
Arkansas
$442K +$442K +2,041 New
PA
505
Procyon Advisors
Connecticut
$438K +$28.6K +132 +7%
EWM
506
Empirical Wealth Management
Washington
$436K -$104K -479 -19%
GT
507
Glenview Trust
Kentucky
$435K – – –
AWA
508
Amplius Wealth Advisors
Pennsylvania
$435K -$65.6K -303 -13%
1W
509
1776 Wealth
Georgia
$432K – – –
SIC
510
Salem Investment Counselors
North Carolina
$431K -$10.2K -47 -2%
CWM
511
CCG Wealth Management
California
$430K – – –
MA
512
Mutual Advisors
Nebraska
$429K +$35.9K +166 +9%
Thrivent Financial for Lutherans
513
Thrivent Financial for Lutherans
Minnesota
$429K -$50.7K -239 -11%
PP
514
Pegasus Partners
Wisconsin
$426K – – –
DAM
515
Derbend Asset Management
Georgia
$426K – – –
HI
516
Harbour Investments
Wisconsin
$425K -$14.9K -69 -3%
SL
517
Salomon & Ludwin
Virginia
$424K – – –
YIH
518
Y-Intercept (HK)
Hong Kong
$423K +$423K +1,954 New
IWN
519
Independent Wealth Network
Iowa
$422K +$57.1K +264 +16%
FFL
520
Financial Freedom LLC
Ohio
$420K – – –
SFG
521
StrategIQ Financial Group
Indiana
$418K +$16.2K +75 +4%
IFPL
522
Investments & Financial Planning LLC
Kentucky
$415K -$64.1K -296 -13%
RFC
523
Regions Financial Corp
Alabama
$413K -$194K -898 -32%
MAG
524
Mayfair Advisory Group
Alabama
$412K +$5.6K +26 +1%
SFPG
525
Stonebridge Financial Planning Group
Florida
$412K +$412K +1,903 New
19 20
21
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