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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

849 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+55
Holders Change %
+6.93%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
309
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

1
CG
1
Colony Group
Massachusetts
$91.8M
2
RWP
2
RWA Wealth Partners
Massachusetts
$54.1M
3
US Bancorp
3
US Bancorp
Minnesota
$130M
4
AssetMark Inc
4
AssetMark Inc
California
$239M
5
Bank of America
5
Bank of America
North Carolina
$1B

Top Sellers

1
TF
1
TIAA FSB
Florida
$67.1M
2
AWA
2
Arete Wealth Advisors
Illinois
$631M
3
WIA
3
World Investment Advisors
California
$562K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$221M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$11.8M +$490K +2,294 +4%
BFA
77
BBJS Financial Advisors
Washington
$11.7M +$11.7M +58,219 New
BSWA
78
Bromfield Sneider Wealth Advisors
Massachusetts
$11.3M +$78K +389 +0.7%
BRWA
79
B. Riley Wealth Advisors
Florida
$11.3M +$104K +520 +0.9%
BFEC
80
Benjamin F. Edwards & Company
Missouri
$11.2M -$170K -850 -1%
NYLIM
81
New York Life Investment Management
New York
$10.8M +$5.34M +26,638 +98%
TAIM
82
TD Ameritrade Investment Management
Nebraska
$10.7M -$438K -2,186 -4%
SFG
83
Sage Financial Group
Pennsylvania
$10.7M +$69.8K +348 +0.7%
QIM
84
Quest Investment Management
Oregon
$10.6M – – –
BCM
85
Brookstone Capital Management
Illinois
$10.3M -$810K -3,980 -7%
PPW
86
Pasadena Private Wealth
California
$10M +$504K +2,511 +5%
E
87
ETFidea
New York
$9.76M +$28.1K +140 +0.3%
WANY
88
Wealthspire Advisors (New York)
New York
$9.69M -$1.02M -5,062 -9%
PWM
89
Praetorian Wealth Management
California
$9.67M +$1.54M +7,685 +19%
WA
90
WP Advisors
California
$9.65M -$1.6M -7,980 -14%
BPA
91
Beacon Pointe Advisors
California
$9.49M +$724K +3,609 +8%
NA
92
NewEdge Advisors
Louisiana
$9.27M +$1.08M +10,745 +13%
SHGA
93
Sand Hill Global Advisors
California
$9.27M +$8.57M +42,737 +1,232%
TWP
94
Total Wealth Planning
Ohio
$9.18M +$676K +3,371 +8%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$8.71M +$399K +1,826 +5%
CAM
96
Cresset Asset Management
Illinois
$8.63M +$2.47M +12,313 +40%
SI
97
Stephens Inc
Arkansas
$8.53M -$783K -3,903 -8%
LI
98
LMCG Investments
Massachusetts
$8.46M +$1.6K +8 +0%
KL
99
KWMG LLC
Kansas
$8.45M +$342K +1,704 +4%
BC
100
Bartlett & Co
Ohio
$8.28M -$275K -1,369 -3%
2 3
4
5 6