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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

225 hedge funds and large institutions have $1.48B invested in Vanguard Small-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 19 closing their positions.

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
6%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
33
Increased
87
Reduced
58
Closed
19
Calls
$1.54M
Puts
$1.64M
Net Calls
-$101K
Net Calls Change
+$116K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$69.6M
2
Deutsche Bank
2
Deutsche Bank
Germany
$50.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$80.9M
4
MAA
4
Managed Account Advisors
New Jersey
$77.2M
5
SFS
5
Summit Financial Strategies
Ohio
$13.5M

Top Sellers

1
PCP
1
Perimeter Capital Partners
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$146M
3
CS
3
Credit Suisse
Switzerland
$1.73M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.34M
5
SWP
5
Stratos Wealth Partners
Ohio
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Avior Wealth Management
Nebraska
$1.9M 15,063 +551 +4%
ATC
77
Argent Trust Company
Louisiana
$1.82M 14,457 +2,275 +19%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.74M 13,823 -16,767 -55%
CS
79
Credit Suisse
Switzerland
$1.73M 13,728 -61,516 -82%
PMG
80
ProVise Management Group
Florida
$1.72M 13,672 +3,031 +28%
BWM
81
Bernicke Wealth Management
Wisconsin
$1.69M 13,399 +13,399 New
FIM
82
Freedom Investment Management
Connecticut
$1.61M 12,785 -912 -7%
FAAS
83
First Allied Advisory Services
California
$1.6M 12,738 -1,382 -10%
ICAS
84
Investors Capital Advisory Services
Massachusetts
$1.59M 12,648 +182 +1%
PAG
85
Private Advisor Group
New Jersey
$1.58M 12,785 -24,658 -66%
US Bancorp
86
US Bancorp
Minnesota
$1.52M 12,040 – –
PI
87
Placemark Investments
Illinois
$1.5M 11,889 -825 -6%
SRSA
88
S.R. Schill & Associates
Washington
$1.45M 11,491 +11,491 New
SI
89
SII Investments
Wisconsin
$1.36M 10,800 +510 +5%
CA
90
Cetera Advisors
Colorado
$1.34M 10,666 +1,518 +17%
SIC
91
Shoker Investment Counsel
Ohio
$1.34M 10,617 -1,431 -12%
Creative Planning
92
Creative Planning
Kansas
$1.32M 10,487 +167 +2%
MIS
93
Morningstar Investment Services
Illinois
$1.3M 10,346 +1,386 +15%
CWM
94
Concert Wealth Management
California
$1.29M 10,194 +1,273 +14%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$1.28M 10,136 -6,534 -39%
CFA
96
CT Financial Advisors
Pennsylvania
$1.26M 10,005 +10,005 New
HCA
97
Harbour Capital Advisors
Virginia
$1.25M 9,960 – –
CFN
98
Cordasco Financial Network
Florida
$1.23M 9,768 +1,713 +21%
CG
99
Colony Group
Massachusetts
$1.13M 8,937 +345 +4%
BC
100
Burney Company
Virginia
$1.12M 8,859 -7,259 -45%
2 3
4
5 6