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
1
Bank of America
North Carolina
$1.18B
2
Truist Financial
2
Truist Financial
North Carolina
$76.7M
3
EC
3
Estate Counselors
Wisconsin
$19.2M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$49.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$37.5M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$61.7M
2
CG
2
Colony Group
Massachusetts
$29.7M
3
PFO
3
Pathstone Family Office
New Jersey
$20.6M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$592M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
601
MBM Wealth Consultants
Missouri
$290K – – –
LP
602
LGL Partners
Pennsylvania
$288K +$433 +2 +0.2%
1IA
603
1834 Investment Advisors
Wisconsin
$286K +$28.4K +131 +11%
HSA
604
HBK Sorce Advisory
Pennsylvania
$284K -$415K -1,916 -59%
BPFA
605
Barnes Pettey Financial Advisors
Mississippi
$284K – – –
SAM
606
Silvercrest Asset Management
New York
$283K – – –
DIP
607
Davis Investment Partners
North Carolina
$283K -$27.8K -130 -9%
TA
608
TFG Advisers
Michigan
$281K -$4.76K -22 -2%
NP
609
NorthRock Partners
Minnesota
$280K -$116K -537 -29%
PB
610
Pinnacle Bancorp
Nebraska
$280K -$6.49K -30 -2%
SWM
611
Segment Wealth Management
Texas
$280K – – –
PFBT
612
Parkside Financial Bank & Trust
Missouri
$280K +$76.9K +355 +38%
RMCM
613
Reynders McVeigh Capital Management
Massachusetts
$279K -$92.1K -425 -25%
RMDI
614
R.M. Davis Inc
Maine
$279K – – –
SMC
615
Smith, Moore & Co
Missouri
$278K -$11.3K -52 -4%
CFG
616
Citizens Financial Group
Rhode Island
$277K +$433 +2 +0.2%
ORC
617
O'Rourke & Company
Massachusetts
$275K +$32.2K +149 +13%
PWP
618
Principle Wealth Partners
Connecticut
$272K – – –
CM
619
Capital Management
Virginia
$271K – – –
WI
620
Wintrust Investments
Illinois
$266K – – –
SFS
621
Strategic Financial Services
New York
$266K – – –
TFA
622
TPG Financial Advisors
Oregon
$264K -$6.28K -29 -2%
AWM
623
Accurate Wealth Management
Florida
$262K +$1.07K +5 +0.4%
MOS
624
MGO One Seven
Ohio
$261K -$74.4K -344 -22%
SBH
625
Segall Bryant & Hamill
Illinois
$261K -$39.1K -181 -13%
23 24
25
26 27