VBK icon

Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

859 hedge funds and large institutions have $7.88B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 343 increasing their positions, 287 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+17
Holders Change %
+2.02%
% of All Funds
13.55%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.74%
New
74
Increased
343
Reduced
287
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$68.4M
2
Bank of America
Bank of America
North Carolina
+$46.9M
3
BCM
Bronte Capital Management
Australia
+$39.4M
4
PLFA
Pacific Life Fund Advisors
California
+$32.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$22.6M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$165M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$22.8M
3
EC
Estate Counselors
Wisconsin
-$19.2M
4
NYLIM
New York Life Investment Management
New York
-$14.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
526
Apeiron RIA
Texas
$428K -$3.68K -16 -0.9%
PBF
527
Petix & Botte Financial
California
$427K +$214K +930 +100%
GLA
528
Good Life Advisors
Pennsylvania
$424K -$2.99K -13 -0.7%
GL
529
Graypoint LLC
New York
$422K -$6.89K -30 -2%
RPWA
530
Regent Peak Wealth Advisors
Georgia
$422K -$65.7K -286 -13%
PCA
531
Prosperity Capital Advisors
Ohio
$421K +$39.5K +172 +10%
ATPW
532
Ashton Thomas Private Wealth
Arizona
$420K +$81.8K +356 +24%
First Manhattan
533
First Manhattan
New York
$420K -$162K -705 -28%
EI
534
Ellevest Inc
New York
$419K -$51.7K -225 -11%
RFC
535
Regions Financial Corp
Alabama
$418K -$20.7K -90 -5%
IFPL
536
Investments & Financial Planning LLC
Kentucky
$417K -$24.1K -105 -5%
SL
537
Salomon & Ludwin
Virginia
$417K -$33.1K -144 -7%
CCM
538
Coldstream Capital Management
Washington
$416K -$5.74K -25 -1%
CAM
539
Cozad Asset Management
Illinois
$402K +$18.4K +80 +5%
PD
540
Planning Directions
Pennsylvania
$397K -$3.91K -17 -1%
CW
541
CreativeOne Wealth
Kansas
$396K +$396K +1,724 New
KTC
542
Kistler-Tiffany Companies
Pennsylvania
$396K +$7.58K +33 +2%
WIM
543
WealthPlan Investment Management
Nebraska
$394K -$5.5K -29 -1%
KWM
544
Keebeck Wealth Management
Illinois
$394K – – –
CS
545
Comerica Securities
Michigan
$393K -$90.3K -393 -19%
HA
546
HC Advisors
Georgia
$393K +$460 +2 +0.1%
TWM
547
Thrive Wealth Management
Pennsylvania
$389K -$4.37K -19 -1%
UI
548
Unconventional Investor
New Hampshire
$388K – – –
BOPW
549
Brandywine Oak Private Wealth
Pennsylvania
$387K – – –
TFF
550
The Family Firm
Maryland
$387K -$17.7K -77 -4%
20 21
22
23 24