VBK icon

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 %
CCA
526
Checchi Capital Advisers
California
$410K – – –
ANTB
527
AMG National Trust Bank
Colorado
$409K -$3.68K -17 -0.9%
AIA
528
Ally Invest Advisors
North Carolina
$408K +$115K +533 +39%
GL
529
Graypoint LLC
New York
$404K +$216 +1 +0.1%
RA
530
Resolute Advisors
California
$403K -$1.52K -7 -0.4%
RIA
531
Regal Investment Advisors
Michigan
$403K – – –
Lido Advisors
532
Lido Advisors
California
$402K +$167K +773 +71%
GLA
533
Good Life Advisors
Pennsylvania
$402K -$4.33K -20 -1%
CCM
534
Coldstream Capital Management
Washington
$397K -$7.57K -35 -2%
LA
535
Lane & Associates
New Jersey
$396K -$3.9K -18 -1%
AR
536
Apeiron RIA
Texas
$395K +$59K +281 +18%
TIA
537
Traphagen Investment Advisors
New Jersey
$391K +$216 +1 +0.1%
OCM
538
One Capital Management
California
$383K -$359K -1,659 -48%
TFF
539
The Family Firm
Maryland
$381K +$649 +3 +0.2%
ECM
540
Evergreen Capital Management
Washington
$378K +$32K +148 +9%
PD
541
Planning Directions
Pennsylvania
$377K -$12.3K -57 -3%
BC
542
Burney Company
Virginia
$373K -$107K -496 -22%
KWM
543
Keebeck Wealth Management
Illinois
$372K – – –
LFAS
544
Level Four Advisory Services
Texas
$371K -$14.9K -69 -4%
TWM
545
Thrive Wealth Management
Pennsylvania
$370K +$866 +4 +0.2%
HA
546
HC Advisors
Georgia
$370K +$649 +3 +0.2%
FA
547
Fermata Advisors
California
$367K -$4.92M -22,759 -93%
DWT
548
Dorsey & Whitney Trust
South Dakota
$366K +$366K +1,693 New
KTC
549
Kistler-Tiffany Companies
Pennsylvania
$366K +$8.66K +40 +2%
UI
550
Unconventional Investor
New Hampshire
$365K – – –
20 21
22
23 24