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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 %
OC
551
Oppenheimer & Co
New York
$395K -$290K -1,354 -42%
AR
552
Apeiron RIA
Texas
$393K -$6K -28 -2%
RPWA
553
Regent Peak Wealth Advisors
Georgia
$391K -$1.93K -9 -0.5%
ATPW
554
Ashton Thomas Private Wealth
Arizona
$390K -$1.29K -6 -0.3%
RFC
555
Regions Financial Corp
Alabama
$389K -$643 -3 -0.2%
EI
556
Ellevest Inc
New York
$387K -$2.78K -13 -0.7%
FIA
557
Foundations Investment Advisors
Arizona
$385K +$385K +1,799 New
CA
558
CoreCap Advisors
Michigan
$385K +$83.1K +388 +28%
IFPL
559
Investments & Financial Planning LLC
Kentucky
$385K -$3.43K -16 -0.9%
First Manhattan
560
First Manhattan
New York
$385K -$6.43K -30 -2%
ANTB
561
AMG National Trust Bank
Colorado
$384K -$20.8K -97 -5%
HB
562
Horizon Bancorp
Indiana
$377K +$83.6K +390 +29%
IA
563
IFG Advisory
Georgia
$375K +$375K +1,751 New
HA
564
HC Advisors
Georgia
$371K +$4.29K +20 +1%
CBFP
565
Cedar Brook Financial Partners
Ohio
$370K -$367K -1,715 -50%
KWM
566
Keebeck Wealth Management
Illinois
$368K – – –
TWM
567
Thrive Wealth Management
Pennsylvania
$366K +$4.07K +19 +1%
UI
568
Unconventional Investor
New Hampshire
$362K – – –
PFBT
569
Parkside Financial Bank & Trust
Missouri
$361K +$100K +467 +38%
BOPW
570
Brandywine Oak Private Wealth
Pennsylvania
$360K – – –
LFAS
571
Level Four Advisory Services
Texas
$359K +$6.21K +29 +2%
MAM
572
MWA Asset Management
Massachusetts
$358K +$358K +1,673 New
VFIC
573
Valley Forge Investment Consultants
Pennsylvania
$356K +$642 +3 +0.2%
1IA
574
1834 Investment Advisors
Wisconsin
$355K +$34.1K +159 +11%
PD
575
Planning Directions
Pennsylvania
$352K -$17.8K -83 -5%
21 22
23
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