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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 %
Lido Advisors
551
Lido Advisors
California
$386K -$41.1K -179 -10%
OCM
552
One Capital Management
California
$386K -$20.7K -90 -5%
BC
553
Bowman & Company
Wisconsin
$384K -$91K -396 -19%
Deutsche Bank
554
Deutsche Bank
Germany
$383K +$17.5K +76 +5%
VFIC
555
Valley Forge Investment Consultants
Pennsylvania
$381K +$460 +2 +0.1%
LFAS
556
Level Four Advisory Services
Texas
$378K -$16.1K -70 -4%
VFA
557
Valeo Financial Advisors
Indiana
$371K +$4.14K +18 +1%
JWM
558
Jeppson Wealth Management
California
$369K +$689 +3 +0.2%
MMHP
559
Murphy Middleton Hinkle & Parker
Georgia
$367K +$3.45K +15 +0.9%
LDB
560
Lee, Danner & Bass
Tennessee
$366K – – –
SM
561
Sensible Money
Arizona
$365K – – –
FA
562
FDx Advisors
Illinois
$365K -$27.6K -120 -7%
PIAS
563
PCA Investment Advisory Services
Ohio
$365K +$3.68K +16 +1%
CCA
564
Clearwater Capital Advisors
Illinois
$362K -$11.5K -50 -3%
S
565
SignatureFD
Georgia
$362K +$130K +567 +56%
CHA
566
Carmichael Hill & Associates
Maryland
$361K – – –
MSFS
567
Main Street Financial Solutions
Pennsylvania
$360K -$7.12K -31 -2%
TIA
568
Traphagen Investment Advisors
New Jersey
$358K -$57K -248 -14%
DWT
569
Dorsey & Whitney Trust
South Dakota
$354K -$34.5K -150 -9%
PVI
570
Pine Valley Investments
New Jersey
$354K +$230 +1 +0.1%
IC
571
IEQ Capital
California
$351K +$351K +1,529 New
SIC
572
Sigma Investment Counselors
Michigan
$350K – – –
CC
573
Courier Capital
New York
$348K -$297K -1,291 -46%
SAM
574
S.A. Mason
Michigan
$345K – – –
1IA
575
1834 Investment Advisors
Wisconsin
$345K +$40.9K +178 +13%
21 22
23
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