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

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$61.7M
2
CG
Colony Group
Massachusetts
$29.7M
3
PFO
Pathstone Family Office
New Jersey
$20.6M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$592M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
626
Dynamic Advisor Solutions
Arizona
$259K +$12.8K +59 +5%
SGCA
627
Steel Grove Capital Advisors
Tennessee
$259K +$259K +1,195 New
SVWAG
628
Sound View Wealth Advisors Group
Georgia
$258K – – –
NL
629
NWAM LLC
Washington
$258K -$50.9K -235 -16%
CAG
630
Compass Advisory Group
New York
$257K +$433 +2 +0.2%
KA
631
Kovack Advisors
Florida
$257K +$3.25K +15 +1%
WA
632
WBH Advisory
Maryland
$256K +$256K +1,184 New
VFP
633
Verus Financial Partners
Virginia
$254K – – –
HSBC Holdings
634
HSBC Holdings
United Kingdom
$250K – – –
AWA
635
Alaska Wealth Advisors
Alaska
$247K +$866 +4 +0.4%
PFG
636
PAX Financial Group
Texas
$246K +$16.2K +75 +7%
FLA
637
Financial Life Advisors
Texas
$244K -$294K -1,359 -55%
NCM
638
Novare Capital Management
North Carolina
$242K – – –
PAG
639
Private Advisory Group
Washington
$238K -$11K -51 -4%
PP
640
PDS Planning
Ohio
$238K +$216 +1 +0.1%
AIM
641
Anchor Investment Management
South Carolina
$237K -$27.1K -125 -10%
MWP
642
MYCIO Wealth Partners
Pennsylvania
$234K +$216 +1 +0.1%
AWA
643
Arkadios Wealth Advisors
Georgia
$234K +$216 +1 +0.1%
KTM
644
Keeler Thomas Management
Utah
$233K -$989K -4,571 -81%
1SB
645
1ST Source Bank
Indiana
$231K +$231K +1,067 New
RT
646
Rockland Trust
Massachusetts
$229K – – –
TCM
647
Triumph Capital Management
Colorado
$228K -$47K -217 -17%
PL
648
Plancorp LLC
Missouri
$228K – – –
GCMG
649
Gyroscope Capital Management Group
Florida
$227K +$227K +1,047 New
WF
650
WoodTrust Financial
Wisconsin
$226K +$226K +1,045 New
24 25
26
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