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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

849 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+55
Holders Change %
+6.93%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
309
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

1
CG
Colony Group
Massachusetts
$91.8M
2
RWP
RWA Wealth Partners
Massachusetts
$54.1M
3
US Bancorp
US Bancorp
Minnesota
$130M
4
AssetMark Inc
AssetMark Inc
California
$239M
5
Bank of America
Bank of America
North Carolina
$1B

Top Sellers

1
TF
TIAA FSB
Florida
$67.1M
2
AWA
Arete Wealth Advisors
Illinois
$631M
3
WIA
World Investment Advisors
California
$562K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$221M
5
EC
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
626
Accurate Wealth Management
Florida
$254K +$254K +1,223 New
SWP
627
Strategic Wealth Partners
Ohio
$253K -$116K -577 -31%
FW
628
FirstPurpose Wealth
Utah
$253K +$253K +1,259 New
PWP
629
Principle Wealth Partners
Connecticut
$252K – – –
TFA
630
TPG Financial Advisors
Oregon
$251K +$1.4K +7 +0.6%
CM
631
Capital Management
Virginia
$251K – – –
WI
632
Wintrust Investments
Illinois
$247K – – –
SFS
633
Strategic Financial Services
New York
$246K – – –
AIM
634
Anchor Investment Management
South Carolina
$245K +$3.81K +19 +2%
MCC
635
Money Concepts Capital
Florida
$242K -$141K -703 -37%
CW
636
CIC Wealth
Maryland
$240K +$240K +1,196 New
OFS
637
Oldfather Financial Services
Nebraska
$240K +$240K +1,195 New
1IA
638
1834 Investment Advisors
Wisconsin
$239K -$20.3K -101 -8%
MSA
639
Marino Stram & Associates
Massachusetts
$237K +$237K +1,180 New
GWM
640
Gray Wealth Management
Maine
$237K -$10K -50 -4%
KA
641
Kovack Advisors
Florida
$235K -$27.7K -138 -11%
AWM
642
Axxcess Wealth Management
California
$232K +$232K +1,158 New
PAG
643
Private Advisory Group
Washington
$231K -$93.7K -467 -29%
HSBC Holdings
644
HSBC Holdings
United Kingdom
$231K – – –
AWA
645
Alaska Wealth Advisors
Alaska
$228K +$8.42K +42 +4%
DAS
646
Dynamic Advisor Solutions
Arizona
$228K -$87.6K -437 -28%
ORC
647
O'Rourke & Company
Massachusetts
$225K +$1.4K +7 +0.6%
TFS
648
TrustCore Financial Services
Tennessee
$225K +$2.21K +11 +1%
NCM
649
Novare Capital Management
North Carolina
$225K – – –
MLA
650
My Legacy Advisors
Oregon
$223K -$55.7K -242 -20%
24 25
26
27 28