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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 %
DWT
601
Dorsey & Whitney Trust
South Dakota
$302K -$28.3K -132 -9%
KA
602
Klingman & Associates
New York
$301K – – –
SCA
603
Snowden Capital Advisors
New York
$299K -$180K -840 -38%
PCH
604
PGIM Custom Harvest
New Jersey
$298K +$643 +3 +0.2%
BW
605
BIP Wealth
Georgia
$298K -$16.5K -77 -5%
ORC
606
O'Rourke & Company
Massachusetts
$298K +$18.9K +88 +7%
PAG
607
Private Advisory Group
Washington
$297K +$28.9K +135 +11%
APIM
608
Agate Pass Investment Management
Washington
$295K – – –
SPI
609
Sutton Place Investors
New York
$290K -$202K -944 -41%
NCM
610
Narwhal Capital Management
Georgia
$289K – – –
CIC
611
Cutler Investment Counsel
Oregon
$289K -$2.14K -10 -0.7%
SAM
612
Silvercrest Asset Management
New York
$289K – – –
LW
613
Linscomb Wealth
Texas
$288K – – –
PB
614
Pinnacle Bancorp
Nebraska
$288K +$2.36K +11 +0.8%
NP
615
NorthRock Partners
Minnesota
$284K +$7.71K +36 +3%
IPW
616
Invictus Private Wealth
Colorado
$283K -$13.9K -65 -5%
SEP
617
Southland Equity Partners
Missouri
$282K +$4.93K +23 +2%
PWP
618
Principle Wealth Partners
Connecticut
$282K +$12.9K +60 +5%
AC
619
Apella Capital
Connecticut
$281K +$40.1K +187 +17%
BPFA
620
Barnes Pettey Financial Advisors
Mississippi
$281K – – –
SWM
621
Segment Wealth Management
Texas
$277K -$5.78K -27 -2%
GSIAS
622
Garden State Investment Advisory Services
New Jersey
$277K -$15K -70 -5%
DIP
623
Davis Investment Partners
North Carolina
$276K – – –
RMDI
624
R.M. Davis Inc
Maine
$276K – – –
AIM
625
Anchor Investment Management
South Carolina
$273K +$15K +70 +6%
23 24
25
26 27