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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 %
FCG
876
Financial Connections Group
California
– -$1.52M -6,632 Closed
V
877
Veritable
Delaware
– -$1.3M -5,664 Closed
LWM
878
Laidlaw Wealth Management
New York
– -$1.08M -4,690 Closed
OCM
879
One Capital Management
California
– -$386K -1,678 Closed
CFG
880
Carr Financial Group
Massachusetts
– -$309K -1,343 Closed
OPPS
881
Obsidian Personal Planning Solutions
Maryland
– -$297K -1,291 Closed
CM
882
Capital Management
Virginia
– -$279K -1,213 Closed
HSA
883
HBK Sorce Advisory
Pennsylvania
– -$235K -1,022 Closed
SBH
884
Segall Bryant & Hamill
Illinois
– -$232K -1,009 Closed
W
885
WealthOne
New York
– -$224K -976 Closed
MPM
886
Meritage Portfolio Management
Kansas
– -$220K -956 Closed
GT
887
Greenleaf Trust
Michigan
– -$215K -935 Closed
CW
888
CIC Wealth
Maryland
– -$213K -929 Closed
SI
889
Saxon Interests
Texas
– -$212K -923 Closed
WAG
890
Winthrop Advisory Group
Massachusetts
– -$210K -913 Closed
FT
891
Fiduciary Trust
Massachusetts
– -$210K -912 Closed
CD
892
Chapin Davis
Maryland
– -$207K -900 Closed
KFP
893
KMG Fiduciary Partners
Ohio
– -$204K -890 Closed
CIA
894
Capital Investment Advisors
Georgia
– -$204K -889 Closed
CGA
895
Crescent Grove Advisors
Illinois
– -$201K -874 Closed
MIC
896
Means Investment Company
Maine
– -$200K -871 Closed
FMB
897
Field & Main Bank
Kentucky
– -$73.1K -318 Closed
IGWM
898
ICA Group Wealth Management
Colorado
– -$65.5K -285 Closed
VCM
899
Versant Capital Management
Arizona
– -$24.1K -105 Closed
RA
900
Rise Advisors
New York
– -$14.9K -65 Closed
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