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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 %
LFA
801
LGT Financial Advisors
Texas
$20.4K – – –
GWM
802
Grand Wealth Management
Michigan
$19.5K +$16.9K +79 +658%
SS
803
Sunbelt Securities
Texas
$18.9K – – –
FFA
804
Founders Financial Alliance
North Carolina
$18.9K -$11.8K -55 -38%
EWA
805
EverSource Wealth Advisors
Alabama
$18.9K -$6.43K -30 -25%
PC
806
Pecaut & Co
Iowa
$18K -$429 -2 -2%
OHWP
807
Oak Harbor Wealth Partners
North Carolina
$17.1K – – –
RWPA
808
Richard W. Paul & Associates
Michigan
$17.1K – – –
WTC
809
WhitTier Trust Company
Nevada
$16.1K – – –
Fuller & Thaler Asset Management
810
Fuller & Thaler Asset Management
California
$15.8K +$4.92K +23 +45%
AWM
811
Abound Wealth Management
Tennessee
$15.6K – – –
AC
812
AlphaCore Capital
California
$15.1K +$15.1K +71 New
National Bank of Canada
813
National Bank of Canada
Quebec, Canada
$14.7K – – –
SAG
814
Spotlight Asset Group
Illinois
$14.4K – – –
BCMLT
815
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K – – –
CT
816
Clearstead Trust
Maine
$13.7K – – –
MIM
817
Macroview Investment Management
Maryland
$13.7K +$13.7K +64 New
OP
818
ORG Partners
Indiana
$13.7K -$70K -327 -84%
KA
819
Kozak & Associates
Colorado
$13.1K – – –
WB
820
Webster Bank
Connecticut
$12.2K – – –
GWM
821
Guardian Wealth Management
Illinois
$11.2K – – –
TSWM
822
Tyler-Stone Wealth Management
Ohio
$11K – – –
FMII
823
Farmers & Merchants Investments Inc
Nebraska
$10.7K – – –
WWP
824
WR Wealth Planners
Missouri
$10.5K +$10.5K +49 New
UOTTAIMCU
825
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.3K +$10.3K +48 New
31 32
33
34 35