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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

859 hedge funds and large institutions have $7.88B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 343 increasing their positions, 287 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+17
Holders Change %
+2.02%
% of All Funds
13.55%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.74%
New
74
Increased
343
Reduced
287
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$68.7M
2
Bank of America
Bank of America
North Carolina
$1.3B
3
BCM
Bronte Capital Management
Australia
$39.4M
4
PLFA
Pacific Life Fund Advisors
California
$32.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$55.6M

Top Sellers

1
EWA
EP Wealth Advisors
California
$44.5M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$20M
3
EC
Estate Counselors
Wisconsin
$0
4
NYLIM
New York Life Investment Management
New York
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
626
Sound View Wealth Advisors Group
Georgia
$274K – – –
MOS
627
MGO One Seven
Ohio
$272K -$5.28K -23 -2%
KBFS
628
Kohmann Bosshard Financial Services
Ohio
$269K +$269K +1,173 New
WA
629
WBH Advisory
Maryland
$269K -$2.99K -13 -1%
SMC
630
Smith, Moore & Co
Missouri
$268K -$27.1K -118 -9%
Qube Research & Technologies (QRT)
631
Qube Research & Technologies (QRT)
United Kingdom
$265K +$265K +1,309 New
HSBC Holdings
632
HSBC Holdings
United Kingdom
$265K – – –
AWA
633
Alaska Wealth Advisors
Alaska
$262K -$459 -2 -0.2%
USCWA
634
U.S. Capital Wealth Advisors
Texas
$262K +$262K +1,141 New
WF
635
WoodTrust Financial
Wisconsin
$262K +$21.8K +95 +9%
FHA
636
Flagship Harbor Advisors
Massachusetts
$260K +$260K +1,132 New
AC
637
Apella Capital
Connecticut
$258K +$258K +1,124 New
NCM
638
Novare Capital Management
North Carolina
$257K – – –
MSA
639
Marino Stram & Associates
Massachusetts
$255K +$255K +1,111 New
BBHC
640
Brown Brothers Harriman & Co
New York
$254K +$28.5K +124 +13%
CAG
641
Compass Advisory Group
New York
$253K -$20K -87 -7%
BC
642
Burney Company
Virginia
$252K -$144K -628 -36%
PP
643
PDS Planning
Ohio
$249K -$2.99K -13 -1%
MWP
644
MYCIO Wealth Partners
Pennsylvania
$249K +$459 +2 +0.2%
NFSG
645
Newbridge Financial Services Group
Florida
$246K +$82.7K +360 +51%
RT
646
Rockland Trust
Massachusetts
$244K – – –
GI
647
Gradient Investments
Minnesota
$244K +$58.6K +255 +32%
PL
648
Plancorp LLC
Missouri
$242K – – –
TCM
649
Triumph Capital Management
Colorado
$241K -$1.15K -5 -0.5%
CAMG
650
CWA Asset Management Group
Florida
$241K -$69.4K -302 -22%
24 25
26
27 28