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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 %
CPA
626
Cardiff Park Advisors
California
$272K +$428 +2 +0.2%
CFG
627
Citizens Financial Group
Rhode Island
$271K -$2.57K -12 -0.9%
ZB
628
Zions Bancorporation
Utah
$269K – – –
SWM
629
Silverlake Wealth Management
Vermont
$265K +$64.9K +303 +32%
MOS
630
MGO One Seven
Ohio
$265K +$11.4K +53 +4%
PFG
631
PAX Financial Group
Texas
$264K -$3.43K -16 -1%
MSAM
632
Moloney Securities Asset Management
Missouri
$263K +$263K +1,230 New
SFS
633
Strategic Financial Services
New York
$263K – – –
ES
634
Eagle Strategies
New York
$262K -$12K -56 -4%
FLPIM
635
F.L. Putnam Investment Management
Massachusetts
$261K +$261K +1,220 New
SW
636
SteelPeak Wealth
California
$261K +$39.6K +185 +18%
SVWAG
637
Sound View Wealth Advisors Group
Georgia
$258K +$2.14K +10 +0.8%
FHA
638
Flagship Harbor Advisors
Massachusetts
$255K +$12.6K +59 +5%
VFP
639
Verus Financial Partners
Virginia
$254K – – –
WS
640
Wedbush Securities
California
$253K -$578K -2,694 -70%
WF
641
WoodTrust Financial
Wisconsin
$253K +$9.2K +43 +4%
NL
642
NWAM LLC
Washington
$252K -$49.9K -233 -17%
MWC
643
MBM Wealth Consultants
Missouri
$252K -$8.97K -43 -3%
KBFS
644
Kohmann Bosshard Financial Services
Ohio
$251K – – –
WA
645
WBH Advisory
Maryland
$251K – – –
TA
646
TFG Advisers
Michigan
$251K -$34.9K -163 -12%
SWA
647
Sax Wealth Advisors
New Jersey
$248K -$193K -900 -44%
HSBC Holdings
648
HSBC Holdings
United Kingdom
$247K – – –
GI
649
Gradient Investments
Minnesota
$246K +$19.1K +89 +8%
LCWP
650
Legacy Capital Wealth Partners
Arkansas
$243K +$243K +1,133 New
24 25
26
27 28