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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 %
AGWCA
851
Annis Gardner Whiting Capital Advisors
Florida
$3K +$3K +14 New
FA
852
Faithward Advisors
Pennsylvania
$2.87K – – –
JWM
853
Janiczek Wealth Management
Colorado
$2.8K +$1.08K +5 +63%
AWM
854
AllSquare Wealth Management
New York
$2.78K – – –
FGA
855
Fortis Group Advisors
New Jersey
$2.78K +$2.78K +13 New
LWCFA
856
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.45K – – –
SSWM
857
Sheets Smith Wealth Management
North Carolina
$2.36K +$2.36K +11 New
NC
858
NewSquare Capital
Pennsylvania
$2.14K -$10.9K -51 -84%
DF
859
DecisionPoint Financial
Arizona
$2.14K – – –
GA
860
GoalVest Advisory
New York
$1.93K +$1.93K +9 New
CAM
861
Costello Asset Management
Pennsylvania
$1.71K – – –
AWM
862
Atticus Wealth Management
Florida
$1.5K – – –
SFC
863
SYM Financial Corp
Indiana
$1.29K +$1.29K +6 New
WBC
864
West Branch Capital
Massachusetts
$1.07K – – –
RG
865
Retirement Group
California
$25 – – –
BCM
866
Bronte Capital Management
Australia
– -$39.4M -171,513 Closed
TAIM
867
TD Ameritrade Investment Management
Nebraska
– -$32.1M -139,806 Closed
EWM
868
Elevatus Welath Management
New York
– -$15.6M -67,763 Closed
ACM
869
Avalon Capital Management
California
– -$5.91M -25,727 Closed
PG
870
Prostatis Group
Maryland
– -$122K -22,277 Closed
MCA
871
Magnolia Capital Advisors
Mississippi
– -$2.48M -10,802 Closed
TA
872
TFB Advisors
Kansas
– -$2.4M -10,468 Closed
AC
873
Addenda Capital
Quebec, Canada
– -$2.18M -9,500 Closed
GAM
874
Gotham Asset Management
New York
– -$1.96M -8,511 Closed
YIH
875
Y-Intercept (HK)
Hong Kong
– -$1.69M -7,344 Closed
33 34
35
36 37