VBK icon

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 %
GCMG
651
Gyroscope Capital Management Group
Florida
$240K – – –
CW
652
Channel Wealth
California
$239K -$101K -439 -30%
SW
653
SteelPeak Wealth
California
$238K +$238K +1,035 New
HSA
654
HBK Sorce Advisory
Pennsylvania
$235K -$66.6K -290 -22%
PG
655
Proffitt & Goodson
Tennessee
$232K – – –
SBH
656
Segall Bryant & Hamill
Illinois
$232K -$45.9K -200 -17%
MFT
657
Moisand Fitzgerald Tamayo
Florida
$230K – – –
BNP Paribas Financial Markets
658
BNP Paribas Financial Markets
France
$229K -$415K -1,805 -64%
VNA
659
Valley National Advisers
Pennsylvania
$229K +$3.68K +16 +2%
FAT
660
First American Trust
California
$225K +$225K +980 New
BWL
661
Bogart Wealth LLC
Virginia
$225K – – –
W
662
WealthOne
New York
$224K +$224K +976 New
AWA
663
Arkadios Wealth Advisors
Georgia
$222K -$25.7K -112 -10%
KCFA
664
Key Client Fiduciary Advisors
New Jersey
$222K +$222K +967 New
WP
665
Wealthspan Partners
Iowa
$222K -$5.28K -23 -2%
LB
666
Leo Brokerage
Texas
$222K +$459 +2 +0.2%
WT
667
Whittier Trust
California
$221K – – –
LWM
668
Liberty Wealth Management
California
$221K +$221K +20 New
OFS
669
Oldfather Financial Services
Nebraska
$221K +$221K +961 New
MPM
670
Meritage Portfolio Management
Kansas
$220K +$220K +956 New
VBWMG
671
Von Berge Wealth Management Group
California
$219K – – –
PCM
672
Parsons Capital Management
Rhode Island
$219K +$219K +955 New
TT
673
TI-Trust
Illinois
$219K – – –
BA
674
Bluesphere Advisors
Pennsylvania
$218K +$230 +1 +0.1%
SWM
675
Silverlake Wealth Management
Vermont
$215K +$215K +935 New
25 26
27
28 29