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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
1
Osaic Holdings
Arizona
$98.8M
2
EWA
2
EP Wealth Advisors
California
$47.4M
3
Charles Schwab
3
Charles Schwab
California
$28.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
CAN
5
Cetera Advisor Networks
California
$35.5M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$67.8K
2
BCM
2
Bronte Capital Management
Australia
$0
3
EWM
3
Elevatus Welath Management
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$210M
5
UCFA
5
United Capital Financial Advisors
Texas
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$22.9M -$592K -2,763 -3%
IWA
52
Inspirion Wealth Advisors
Illinois
$22.5M +$186K +870 +0.8%
NA
53
NewEdge Advisors
Louisiana
$22.3M +$1.17M +5,453 +6%
PFO
54
Pathstone Family Office
New Jersey
$22.3M +$1.14M +5,343 +5%
MFWP
55
Mosaic Family Wealth Partners
Missouri
$21.3M +$330K +1,541 +2%
JC
56
Jentner Corp
Ohio
$21.1M +$407K +1,901 +2%
BIA
57
BHK Investment Advisors
Alabama
$20.4M +$148K +693 +0.7%
BWM
58
Brickley Wealth Management
California
$20.3M -$44.3K -207 -0.2%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$19.8M +$4.07M +18,985 +26%
SWA
60
Strategies Wealth Advisors
Michigan
$19.6M +$1.03M +4,795 +6%
ODIJL
61
One Day In July LLC
Vermont
$19M +$1.32M +6,161 +7%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$18.7M +$18.7M +87,510 New
Goldman Sachs
63
Goldman Sachs
New York
$18.7M +$740K +3,456 +4%
CAM
64
Cresset Asset Management
Illinois
$18.4M +$7.16M +33,429 +64%
I
65
INVST
Indiana
$17.5M +$10.9K +51 +0.1%
AWM
66
Avior Wealth Management
Nebraska
$17.2M +$582K +2,722 +4%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$17.1M -$1.5M -6,992 -8%
PAG
68
Private Advisor Group
New Jersey
$16.2M -$2M -9,322 -11%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$16.2M -$33.8K -158 -0.2%
VCM
70
Vision Capital Management
Oregon
$16.1M +$294K +1,372 +2%
RIA
71
Retirement Investment Advisors
Oklahoma
$15.8M +$4.13M +19,296 +35%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$15M -$268K -1,249 -2%
PPP
73
Private Portfolio Partners
New Jersey
$14.9M +$250K +1,167 +2%
SGAM
74
Stephens Group Asset Management
Arkansas
$14.6M -$2.92M -13,654 -17%
BRWA
75
B. Riley Wealth Advisors
Florida
$14.2M +$2.67M +12,455 +23%
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