VBK icon

Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

214 hedge funds and large institutions have $1.27B invested in Vanguard Small-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 77 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+43
Holders Change %
+25.15%
% of All Funds
6.22%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.29%
New
54
Increased
77
Reduced
43
Closed
8
Calls
$3.58M
Puts
$1.96M
Net Calls
+$1.63M
Net Calls Change
-$537K

Top Buyers

1
BDF
1
Balasa Dinverno & Foltz
$65.8M
2
AIA
2
Arrow Investment Advisors
Maryland
$22.1M
3
DWA
3
Dorsey Wright & Associates
California
$21.9M
4
Wells Fargo
4
Wells Fargo
California
$72.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.3M

Top Sellers

1
QI
1
Qualcomm Inc
California
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.58M
4
SG Americas Securities
4
SG Americas Securities
New York
$4.65M
5
FAAS
5
First Allied Advisory Services
California
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$1.99M +$1.99M +16,265 New
HIC
77
Hartline Investment Corp
Illinois
$1.95M -$1.32M -10,825 -40%
CWM
78
Concert Wealth Management
California
$1.95M +$938K +7,717 +93%
FIM
79
Freedom Investment Management
Connecticut
$1.91M +$32.8K +268 +2%
SIC
80
Shoker Investment Counsel
Ohio
$1.88M +$1.88M +15,389 New
BBA
81
BLB&B Advisors
Pennsylvania
$1.72M – – –
ICAS
82
Investors Capital Advisory Services
Massachusetts
$1.58M +$175K +1,429 +12%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$1.57M +$52.7K +431 +3%
IA
84
Ibbotson Associates
Illinois
$1.53M +$626K +5,117 +69%
US Bancorp
85
US Bancorp
Minnesota
$1.32M +$991K +8,103 +298%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$1.31M +$210K +1,715 +19%
CWA
87
Constellation Wealth Advisors
New York
$1.28M +$983K +8,038 +328%
SEIA
88
Signature Estate & Investment Advisors
California
$1.28M +$201K +1,643 +19%
CAN
89
Cetera Advisor Networks
California
$1.26M +$222K +1,813 +21%
AL
90
Aspiriant LLC
California
$1.22M +$1.22M +9,984 New
EWA
91
Exencial Wealth Advisors
Oklahoma
$1.1M -$73.3K -587 -6%
BFS
92
Bradley Foster & Sargent
Connecticut
$1.08M +$228K +1,868 +27%
PI
93
Placemark Investments
Illinois
$1.06M +$50K +409 +5%
CFA
94
Camarda Financial Advisors
Florida
$1.03M +$1.03M +8,448 New
KeyBank National Association
95
KeyBank National Association
Ohio
$1.02M +$1.02M +8,321 New
PMG
96
ProVise Management Group
Florida
$971K – – –
HCA
97
Harbour Capital Advisors
Virginia
$963K -$12.2K -100 -1%
NPC
98
National Planning Corporation
California
$954K +$66.8K +547 +8%
Creative Planning
99
Creative Planning
Kansas
$942K -$42.7K -349 -4%
CA
100
Cetera Advisors
Colorado
$929K +$177K +1,448 +24%
2 3
4
5 6