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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

768 hedge funds and large institutions have $8.26B invested in Vanguard Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 309 increasing their positions, 205 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
13.49%
Holding in Top 10
43
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.76%
New
65
Increased
309
Reduced
205
Closed
33
Calls
$7.38M
Puts
$12.3M
Net Calls
-$4.93M
Net Calls Change
-$8.63M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.56B
2
Wells Fargo
Wells Fargo
California
$330M
3
AWM
AE Wealth Management
Kansas
$77.3M
4
Franklin Resources
Franklin Resources
California
$48.1M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$34.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$7.68M
2
EWA
Exencial Wealth Advisors
Oklahoma
$0
3
FC
Ferris Capital
Massachusetts
$0
4
EWA
EP Wealth Advisors
California
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
751
Costello Asset Management
Pennsylvania
$6K – – –
GWS
752
Glassman Wealth Services
Virginia
$6K – – –
SWM
753
Selective Wealth Management
Virginia
$5K – – –
TCM
754
TD Capital Management
Tennessee
$5K – – –
NL
755
NVWM LLC
Pennsylvania
$5K +$5K +19 New
PAIM
756
Punch & Associates Investment Management
Minnesota
$4K – – –
AWM
757
AllSquare Wealth Management
New York
$4K – – –
LC
758
Lindbrook Capital
California
$3K -$273 -1 -8%
RIA
759
RPG Investment Advisory
California
$3K – – –
PWA
760
Phoenix Wealth Advisors
North Carolina
$3K – – –
KIG
761
Kowal Investment Group
Wisconsin
$3K +$3K +11 New
TCWM
762
Total Clarity Wealth Management
Illinois
$3K +$3K +12 New
TCM
763
Tradewinds Capital Management
Washington
$2K – – –
CCM
764
Cribstone Capital Management
Maine
$2K +$2K +7 New
WBC
765
West Branch Capital
Massachusetts
$1K – – –
FRA
766
Front Row Advisors
California
$1K – – –
PPWM
767
PFG Private Wealth Management
Florida
$1K +$1K +4 New
FFC
768
First Financial Corp
Indiana
$1K +$1K +5 New
BBHC
769
Brown Brothers Harriman & Co
New York
$265 – – –
WIM
770
Westside Investment Management
California
$27 – – –
EWA
771
Exencial Wealth Advisors
Oklahoma
– -$9.53M -32,879 Closed
FC
772
Ferris Capital
Massachusetts
– -$7.45M -25,716 Closed
EWA
773
EP Wealth Advisors
California
– -$6.03M -20,792 Closed
Renaissance Technologies
774
Renaissance Technologies
New York
– -$3.1M -10,700 Closed
MCM
775
Maryland Capital Management
Maryland
– -$2.04M -7,033 Closed
29 30
31
32 33