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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 %
GT
676
Greenleaf Trust
Michigan
$215K -$919 -4 -0.4%
CW
677
CIC Wealth
Maryland
$213K -$919 -4 -0.4%
SI
678
Saxon Interests
Texas
$212K +$212K +923 New
SWA
679
Sightline Wealth Advisors
Connecticut
$212K – – –
WAG
680
Winthrop Advisory Group
Massachusetts
$210K -$16.1K -70 -7%
FT
681
Fiduciary Trust
Massachusetts
$210K +$210K +912 New
CD
682
Chapin Davis
Maryland
$207K +$207K +900 New
MIG
683
McGuire Investment Group
Rhode Island
$205K +$205K +893 New
KFP
684
KMG Fiduciary Partners
Ohio
$204K +$204K +890 New
CIA
685
Capital Investment Advisors
Georgia
$204K +$204K +889 New
GWM
686
Gray Wealth Management
Maine
$204K -$11.5K -50 -5%
CGA
687
Crescent Grove Advisors
Illinois
$201K +$201K +874 New
MIC
688
Means Investment Company
Maine
$200K +$200K +871 New
IG
689
ING Group
Netherlands
$194K +$16.1K +70 +9%
NF
690
Norwood Financial
Pennsylvania
$190K – – –
PO
691
Private Ocean
California
$188K +$11.3K +49 +6%
HI
692
Harbour Investments
Wisconsin
$187K -$264K -1,151 -59%
AIA
693
Arcadia Investment Advisors
Idaho
$186K – – –
HPC
694
HM Payson & Co
Maine
$186K – – –
NSIM
695
North Star Investment Management
Illinois
$177K -$51.4K -224 -22%
LWP
696
Lumature Wealth Partners
Georgia
$175K -$8.96K -39 -5%
AWM
697
Angeles Wealth Management
California
$173K – – –
MIA
698
Milestone Investment Advisors
Wisconsin
$170K – – –
IBOK
699
Independence Bank of Kentucky
Kentucky
$170K -$5.97K -26 -3%
PTC
700
Private Trust Company
Ohio
$166K -$19.3K -84 -10%
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