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

Top Sellers

1
QI
Qualcomm Inc
California
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$69.5M
3
Goldman Sachs
Goldman Sachs
New York
$2.58M
4
SG Americas Securities
SG Americas Securities
New York
$4.65M
5
FAAS
First Allied Advisory Services
California
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
176
People's United Financial
Connecticut
$128K -$293K -2,400 -70%
WT
177
Whittier Trust
California
$125K -$78K -640 -38%
MCM
178
Manchester Capital Management
Vermont
$122K – – –
EWM
179
Evercore Wealth Management
New York
$105K – – –
RIA
180
Regal Investment Advisors
Michigan
$94K -$11.9K -97 -11%
PFA
181
Paradigm Financial Advisors
Missouri
$92K +$92K +752 New
CG
182
Colony Group
Massachusetts
$89K +$89K +728 New
Deutsche Bank
183
Deutsche Bank
Germany
$85K -$85K -700 -50%
JIR
184
James Investment Research
Ohio
$74K – – –
SMU
185
Signet Management USA
Virginia
$74K +$74K +604 New
WA
186
WFG Advisors
Texas
$73K +$20.2K +164 +38%
FIG
187
Fusion Investment Group
Pennsylvania
$72K +$72K +586 New
WCM
188
Wealthcare Capital Management
Virginia
$71K – – –
Lazard Asset Management
189
Lazard Asset Management
New York
$67K +$67K +550 New
JIC
190
Joel Isaacson & Co
New York
$64K – – –
CAL
191
Capital Advisors Ltd
Ohio
$63K +$63K +515 New
EWM
192
Elite Wealth Management
Washington
$45K +$45K +369 New
CFN
193
Cordasco Financial Network
Florida
$45K +$45K +371 New
IAS
194
INR Advisory Services
Pennsylvania
$43K +$12.5K +103 +41%
RFA
195
Reilly Financial Advisors
California
$39K – – –
BC
196
Bartlett & Co
Ohio
$39K – – –
ECM
197
ETrade Capital Management
Virginia
$38K – – –
BAM
198
Barrett Asset Management
New York
$37K – – –
TCOV
199
Trust Company of Vermont
Vermont
$37K – – –
JFA
200
JNBA Financial Advisors
Minnesota
$36K – – –
5 6 7
8
9