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Vanguard Small-Cap Growth ETF
VBK

845 hedge funds and large institutions have $7.1B invested in Vanguard Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 306 increasing their positions, 296 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $12.3M | Put options by funds: $8.13M

31% more funds holding in top 10

Funds holding in top 10: 35 → 46 (+11)

30% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 60

3% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 296

0.14% more ownership

Funds ownership: 54.64% → 54.79% (+0.14%)

1% less funds holding

Funds holding: 852 → 845 (-7)

1% less capital invested

Capital invested by funds: $7.2B → $7.1B (-$104M)

Holders
845
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
13.47%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
0.73%
New
78
Increased
306
Reduced
296
Closed
60
Calls
$12.3M
Puts
$8.13M
Net Calls
+$4.2M
Net Calls Change
-$9.42M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$104M
2
Truist Financial
Truist Financial
North Carolina
+$55.7M
3
EC
Estate Counselors
Wisconsin
+$19.2M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$15.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
-$78.1M
2
CG
Colony Group
Massachusetts
-$69.3M
3
PFO
Pathstone Family Office
New Jersey
-$21.1M
4
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.9M
5
EWA
EP Wealth Advisors
California
-$9.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
826
Front Row Advisors
California
$4K – – –
ANBT
827
American National Bank & Trust
Texas
$3.9K – – –
LFA
828
Legend Financial Advisors
Pennsylvania
$3.25K – – –
PAIM
829
Punch & Associates Investment Management
Minnesota
$3.25K – – –
FA
830
Faithward Advisors
Pennsylvania
$2.98K +$3.03K +14 New
AWM
831
AllSquare Wealth Management
New York
$2.81K – – –
CFO
832
CVA Family Office
Colorado
$2.16K – – –
FCMT
833
Founders Capital Management (Texas)
Texas
$2K – – –
SIS
834
Sound Income Strategies
Florida
$1.95K – – –
MCI
835
MRP Capital Investments
Georgia
$1.95K +$1.95K +9 New
CAM
836
Costello Asset Management
Pennsylvania
$1.73K – – –
JWM
837
Janiczek Wealth Management
Colorado
$1.73K – – –
AWM
838
Atticus Wealth Management
Florida
$1.51K – – –
WBC
839
West Branch Capital
Massachusetts
$1.08K – – –
MHR
840
Matthew Hamilton Rosenberg
$1.08K – – –
MFG
841
Mendota Financial Group
Wisconsin
$497 +$432 +2 New
CA
842
Crewe Advisors
Utah
$217 -$4.97K -23 -96%
Parallax Volatility Advisers
843
Parallax Volatility Advisers
California
$216 +$216 +1 New
AWM
844
Activest Wealth Management
Florida
$24 – – –
FGAM
845
Financial Gravity Asset Management
Texas
$6 +$5.62K +26 New
Wealth Enhancement Advisory Services
846
Wealth Enhancement Advisory Services
Minnesota
– -$8.71M -39,811 Closed
SA
847
Stewardship Advisors
Pennsylvania
– -$7.05M -35,178 Closed
CAM
848
Congress Asset Management
Massachusetts
– -$2.94M -14,651 Closed
GCM
849
Geneva Capital Management
Wisconsin
– -$2.91M -14,518 Closed
WDL
850
Well Done LLC
Michigan
– -$1.28M -6,397 Closed
32 33
34
35 36

VBK Hedge Fund Activity: Q1 2023 in Review

845 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q1 2023, worth a combined $7.1B — down 1.4% from $7.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VBK positions and 60 closed out — a net gain of 18 holders — while 306 added to existing stakes and 296 trimmed.

The largest buyer was Bank of America, adding an estimated $104M. The largest seller was US Bancorp, cutting an estimated $78.1M.

  • 845 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q1 2023, down from 852 in Q4 2022.
  • Funds reported $7.1B of Vanguard Small-Cap Growth ETF stock for Q1 2023, down 1.4% quarter-over-quarter.
  • 78 funds opened new Vanguard Small-Cap Growth ETF positions in Q1 2023 and 60 closed out, a net change of +18 holders.
  • The largest Vanguard Small-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $104M added.
  • The largest Vanguard Small-Cap Growth ETF seller in Q1 2023 was US Bancorp, an estimated $78.1M sold.

Based on aggregated 13F filings for Q1 2023.