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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 %
SMC
651
Smith, Moore & Co
Missouri
$242K -$7.71K -36 -3%
NCM
652
Novare Capital Management
North Carolina
$240K – – –
FAT
653
First American Trust
California
$239K +$28.7K +134 +14%
MSA
654
Marino Stram & Associates
Massachusetts
$238K – – –
BBHC
655
Brown Brothers Harriman & Co
New York
$237K – – –
CAG
656
Compass Advisory Group
New York
$236K +$214 +1 +0.1%
CW
657
Channel Wealth
California
$236K +$13.5K +63 +6%
SWA
658
Sightline Wealth Advisors
Connecticut
$235K +$25.3K +118 +12%
BWL
659
Bogart Wealth LLC
Virginia
$234K +$24.4K +114 +12%
ST
660
Smithfield Trust
Pennsylvania
$233K -$224K -1,047 -49%
JFG
661
JMG Financial Group
Illinois
$233K +$233K +1,087 New
PP
662
PDS Planning
Ohio
$232K – – –
MWP
663
MYCIO Wealth Partners
Pennsylvania
$232K +$428 +2 +0.2%
TFA
664
TPG Financial Advisors
Oregon
$232K -$29.3K -137 -11%
PL
665
Plancorp LLC
Missouri
$228K +$2.57K +12 +1%
AWA
666
Alaska Wealth Advisors
Alaska
$227K -$17.1K -80 -7%
RT
667
Rockland Trust
Massachusetts
$227K – – –
S
668
SignatureFD
Georgia
$226K -$111K -519 -33%
CAMG
669
CWA Asset Management Group
Florida
$225K – – –
GCMG
670
Gyroscope Capital Management Group
Florida
$224K – – –
KA
671
Kovack Advisors
Florida
$221K -$54.8K -256 -20%
PO
672
Private Ocean
California
$219K +$43.7K +204 +25%
PG
673
Proffitt & Goodson
Tennessee
$217K – – –
GWM
674
Gray Wealth Management
Maine
$216K +$26.3K +123 +14%
MFT
675
Moisand Fitzgerald Tamayo
Florida
$214K – – –
25 26
27
28 29