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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
$98.8M
2
EWA
EP Wealth Advisors
California
$47.4M
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
$35.5M

Top Sellers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
$67.8K
2
BCM
Bronte Capital Management
Australia
$0
3
EWM
Elevatus Welath Management
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$210M
5
UCFA
United Capital Financial Advisors
Texas
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
726
Baystate Wealth Management
Massachusetts
$95.1K +$857 +4 +0.9%
FP
727
Financial Perspectives
Minnesota
$92.3K +$214 +1 +0.2%
FMTCOCP
728
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K +$82.6K +386 +877%
CWP
729
Concord Wealth Partners
Virginia
$90K +$6K +28 +7%
PAIM
730
Punch & Associates Investment Management
Minnesota
$86.3K – – –
PSB
731
Piscataqua Savings Bank
New Hampshire
$85.7K – – –
PA
732
PSI Advisors
Florida
$85.7K – – –
SSB
733
Sandy Spring Bank
Maryland
$84.6K -$33.8K -158 -29%
JWA
734
JFS Wealth Advisors
Pennsylvania
$83.5K – – –
RFA
735
Register Financial Advisors
Georgia
$83.3K +$214 +1 +0.3%
RAM
736
Ramirez Asset Management
New York
$81.4K +$81.4K +380 New
VWM
737
Venturi Wealth Management
Texas
$79.5K +$12.9K +60 +19%
PCMC
738
Private Capital Management (Colorado)
Colorado
$79K +$9.42K +44 +14%
PWMG
739
Provence Wealth Management Group
California
$78K +$78K +364 New
Russell Investments Group
740
Russell Investments Group
United Kingdom
$73.5K +$73.5K +343 New
CTA
741
Colonial Trust Advisors
South Carolina
$71.2K -$6.65K -31 -9%
AAG
742
Armstrong Advisory Group
Massachusetts
$69.4K -$18K -84 -21%
NCM
743
Northwest Capital Management
Oregon
$68.8K – – –
JFG
744
JDM Financial Group
Texas
$68.6K – – –
MRCM
745
M&R Capital Management
New Jersey
$68.1K – – –
BCIM
746
Bishop & Co Investment Management
Pennsylvania
$67.8K -$68.7M -15,777,174 Closed
PAI
747
Pittenger & Anderson Inc
Nebraska
$66.8K +$4.28K +20 +7%
TC
748
Truvestments Capital
Florida
$64.3K – – –
TH
749
TCTC Holdings
Texas
$64.3K – – –
TCOV
750
Trust Company of Vermont
Vermont
$64.3K – – –
28 29
30
31 32