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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 %
SPC
501
Sigma Planning Corp
Michigan
$492K -$81.6K -381 -14%
GL
502
Graypoint LLC
New York
$488K +$95.3K +445 +24%
DAM
503
Derbend Asset Management
Georgia
$484K – – –
NAMP
504
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$484K -$16.1K -75 -3%
MFG
505
Magnus Financial Group
New York
$483K -$25.5K -119 -5%
CFFP
506
Center for Financial Planning
Michigan
$482K -$134K -625 -22%
RWM
507
RKL Wealth Management
Pennsylvania
$476K +$33.4K +156 +8%
CWC
508
Carolinas Wealth Consulting
North Carolina
$467K – – –
HWM
509
Hemington Wealth Management
Virginia
$463K – – –
WJA
510
Willis Johnson & Associates
Texas
$459K – – –
PSF
511
Pacific Sun Financial
California
$457K – – –
KA
512
Kure Advisory
Minnesota
$455K +$455K +2,122 New
SW
513
SVB Wealth
Massachusetts
$454K +$1.71K +8 +0.4%
NIM
514
Northeast Investment Management
Massachusetts
$454K +$857 +4 +0.2%
FC
515
Fusion Capital
South Carolina
$454K -$3.86K -18 -0.8%
RWM
516
Revisor Wealth Management
Ohio
$452K +$7.07K +33 +2%
GT
517
Glenview Trust
Kentucky
$447K +$7.5K +35 +2%
TFGT
518
TS Financial Group (TSFG)
Illinois
$446K -$23.8K -111 -5%
BB
519
Bell Bank
North Dakota
$444K -$20.3K -95 -4%
MA
520
Mutual Advisors
Nebraska
$444K -$3K -14 -0.7%
AWA
521
Amplius Wealth Advisors
Pennsylvania
$443K +$18.6K +87 +4%
EAM
522
Evanson Asset Management
California
$442K -$160K -749 -27%
TFF
523
The Family Firm
Maryland
$441K +$80.9K +378 +22%
AIM
524
Athena Investment Management
California
$440K – – –
LA
525
Lane & Associates
New Jersey
$434K +$30.4K +142 +8%
19 20
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