VBK icon

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.

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
1
Osaic Holdings
Arizona
$98.8M
2
EWA
2
EP Wealth Advisors
California
$47.4M
3
Charles Schwab
3
Charles Schwab
California
$28.4M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$18.7M
5
CAN
5
Cetera Advisor Networks
California
$35.5M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$67.8K
2
BCM
2
Bronte Capital Management
Australia
$0
3
EWM
3
Elevatus Welath Management
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$210M
5
UCFA
5
United Capital Financial Advisors
Texas
$47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
76
Asset Management Group
Connecticut
$13.9M -$94.2K -440 -0.7%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$13.7M -$2.62M -12,220 -16%
PGFC
78
Peapack-Gladstone Financial Corp
New Jersey
$13.7M +$236K +1,102 +2%
PIFP
79
Partners in Financial Planning
Virginia
$13.4M +$676K +3,158 +5%
BPA
80
Beacon Pointe Advisors
California
$13.4M +$4.4M +20,522 +49%
SFG
81
Sage Financial Group
Pennsylvania
$13.2M +$14.1K +66 +0.1%
BFA
82
BBJS Financial Advisors
Washington
$13.1M +$837K +3,909 +7%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$13M +$396K +1,759 +3%
ML
84
McAdam LLC
Pennsylvania
$12.5M +$1.83M +8,530 +17%
LI
85
LMCG Investments
Massachusetts
$12.4M -$208K -972 -2%
GFA
86
Gallagher Fiduciary Advisors
Illinois
$12.3M -$625K -2,918 -5%
TWP
87
Total Wealth Planning
Ohio
$12.2M +$555K +2,590 +5%
BSWA
88
Bromfield Sneider Wealth Advisors
Massachusetts
$12.2M +$85.2K +398 +0.7%
LFG
89
Larson Financial Group
Missouri
$11.4M +$1.58M +7,400 +16%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$11.4M +$230K +1,073 +2%
SC
91
Swan Capital
Florida
$11.3M +$11.3M +52,751 New
QIM
92
Quest Investment Management
Oregon
$11.3M – – –
Comerica Bank
93
Comerica Bank
Texas
$11.2M +$11.2M +52,232 New
KL
94
KWMG LLC
Kansas
$10.8M +$520K +2,428 +5%
E
95
ETFidea
New York
$10.7M +$71.8K +335 +0.7%
PPW
96
Pasadena Private Wealth
California
$10.7M +$792K +3,699 +8%
RCI
97
RS Crum Inc
California
$10.3M -$57.8K -270 -0.6%
CF
98
Corrigan Financial
Rhode Island
$10.1M +$22.1K +103 +0.2%
WA
99
WP Advisors
California
$10.1M -$72K -336 -0.7%
JCM
100
Jacobsen Capital Management
Utah
$9.76M +$18.4K +86 +0.2%
2 3
4
5 6