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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 %
AA
151
Axiom Advisory
California
$5.09M +$51.8K +242 +1%
Northern Trust
152
Northern Trust
Illinois
$5.04M +$570K +2,660 +13%
BIP
153
Blue Investment Partners
California
$5.02M +$101K +471 +2%
AWS
154
Atria Wealth Solutions
New York
$4.95M +$159K +744 +3%
RWA
155
River Wealth Advisors
Pennsylvania
$4.95M -$180K -842 -4%
HWM
156
HB Wealth Management
Georgia
$4.94M +$644K +3,005 +15%
WFM
157
Wolff Financial Management
Michigan
$4.9M +$4.9M +22,886 New
ACS
158
Archford Capital Strategies
Illinois
$4.71M -$16.7K -78 -0.4%
SWP
159
Stratos Wealth Partners
Ohio
$4.67M +$219K +1,023 +5%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$4.64M +$419K +1,958 +10%
TYCC
161
Texas Yale Capital Corp
Florida
$4.59M -$66.6K -311 -1%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$4.56M -$718K -3,352 -14%
Cerity Partners
163
Cerity Partners
New York
$4.5M -$2.95M -13,756 -40%
MFG
164
Merit Financial Group
Georgia
$4.49M +$533K +2,490 +13%
PWAG
165
Polaris Wealth Advisory Group
California
$4.43M -$166K -774 -4%
MCM
166
Manchester Capital Management
Vermont
$4.39M -$11.8K -55 -0.3%
NMG
167
New Millennium Group
Utah
$4.36M -$4.28K -20 -0.1%
GVAG
168
Great Valley Advisor Group
Delaware
$4.23M -$190K -885 -4%
Franklin Resources
169
Franklin Resources
California
$4.17M +$3.26M +15,204 +357%
VWA
170
Visionary Wealth Advisors
Illinois
$4.02M +$746K +3,482 +23%
CCA
171
Checchi Capital Advisers
California
$4M +$205K +956 +5%
BFS
172
Bradley Foster & Sargent
Connecticut
$3.96M – – –
CTC
173
Central Trust Company
Missouri
$3.92M -$4.71K -22 -0.1%
EP
174
Essential Planning
New Hampshire
$3.9M +$39.9K +186 +1%
CWA
175
CJM Wealth Advisers
Virginia
$3.88M +$354K +1,651 +10%
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7
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