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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 %
DFG
676
Delta Financial Group
New Jersey
$214K +$214K +1,001 New
BA
677
Bluesphere Advisors
Pennsylvania
$212K +$9.21K +43 +5%
WP
678
Wealthspan Partners
Iowa
$209K +$1.71K +8 +0.8%
VBWMG
679
Von Berge Wealth Management Group
California
$208K +$3.64K +17 +2%
WT
680
Whittier Trust
California
$207K +$214 +1 +0.1%
OFS
681
Oldfather Financial Services
Nebraska
$206K – – –
FA
682
FDx Advisors
Illinois
$205K -$136K -634 -40%
PCM
683
Parsons Capital Management
Rhode Island
$205K – – –
TT
684
TI-Trust
Illinois
$204K – – –
GWSG
685
GPS Wealth Strategies Group
Colorado
$202K +$179K +836 +767%
MIG
686
McGuire Investment Group
Rhode Island
$202K +$11.1K +52 +6%
BMCM
687
Bryn Mawr Capital Management
Pennsylvania
$202K +$202K +941 New
AWA
688
Arkadios Wealth Advisors
Georgia
$201K -$6.64K -31 -3%
HI
689
Harbour Investments
Wisconsin
$190K +$15.6K +73 +9%
HPC
690
HM Payson & Co
Maine
$183K +$9.64K +45 +6%
NF
691
Norwood Financial
Pennsylvania
$177K – – –
AIA
692
Arcadia Investment Advisors
Idaho
$173K – – –
IG
693
ING Group
Netherlands
$170K -$10.1K -47 -6%
AWM
694
Angeles Wealth Management
California
$170K +$7.93K +37 +5%
BNP Paribas Financial Markets
695
BNP Paribas Financial Markets
France
$167K -$47.1K -220 -22%
NSIM
696
North Star Investment Management
Illinois
$165K – – –
MIA
697
Milestone Investment Advisors
Wisconsin
$159K – – –
IBOK
698
Independence Bank of Kentucky
Kentucky
$159K – – –
PTC
699
Private Trust Company
Ohio
$155K – – –
CIAS
700
Capital Investment Advisory Services
North Carolina
$154K +$4.28K +20 +3%
26 27
28
29 30