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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

849 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+55
Holders Change %
+6.93%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
309
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

1
CG
1
Colony Group
Massachusetts
$91.8M
2
RWP
2
RWA Wealth Partners
Massachusetts
$54.1M
3
US Bancorp
3
US Bancorp
Minnesota
$130M
4
AssetMark Inc
4
AssetMark Inc
California
$239M
5
Bank of America
5
Bank of America
North Carolina
$1B

Top Sellers

1
TF
1
TIAA FSB
Florida
$67.1M
2
AWA
2
Arete Wealth Advisors
Illinois
$631M
3
WIA
3
World Investment Advisors
California
$562K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$221M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSC
826
Syverson Strege & Co
Iowa
$4.44K – – –
BAAM
827
Baker Avenue Asset Management
California
$4.01K +$4.01K +20 New
ANBT
828
American National Bank & Trust
Texas
$4K – – –
FRA
829
Front Row Advisors
California
$4K – – –
TWC
830
TD Waterhouse Canada
Ontario, Canada
$3.77K – – –
GWM
831
Guardian Wealth Management
Illinois
$3.64K – – –
PAIM
832
Punch & Associates Investment Management
Minnesota
$3.01K – – –
LFA
833
Legend Financial Advisors
Pennsylvania
$3.01K – – –
WFA
834
West Financial Advisors
Iowa
$2.64K +$203 +1 +8%
AWM
835
AllSquare Wealth Management
New York
$2.61K – – –
RFS
836
Retirement Financial Solutions
Tennessee
$2.61K +$2.61K +13 New
CFO
837
CVA Family Office
Colorado
$2.01K – – –
BA
838
Ballast Advisors
Minnesota
$2.01K – – –
KOMWMG
839
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2K +$2K +8 New
SIS
840
Sound Income Strategies
Florida
$1.81K – – –
JWM
841
Janiczek Wealth Management
Colorado
$1.72K – – –
CAM
842
Costello Asset Management
Pennsylvania
$1.6K – – –
AWM
843
Atticus Wealth Management
Florida
$1.4K -$40.9K -204 -97%
WBC
844
West Branch Capital
Massachusetts
$1K – – –
MHR
845
Matthew Hamilton Rosenberg
$1K +$1K +5 New
FCMT
846
Founders Capital Management (Texas)
Texas
$1K – – –
GFWA
847
Grey Fox Wealth Advisors
Delaware
$201 +$201 +1 New
WIM
848
Westside Investment Management
California
$19 – – –
MA
849
MUFG Americas
New York
– -$27.2M -139,412 Closed
EC
850
Estate Counselors
Wisconsin
– -$8.25M -42,295 Closed
32 33
34
35 36