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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

243 hedge funds and large institutions have $1.64B invested in Vanguard Small-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 106 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+18
Holders Change %
+8%
% of All Funds
6.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
38
Increased
106
Reduced
51
Closed
17
Calls
$1.02M
Puts
$2.06M
Net Calls
-$1.04M
Net Calls Change
-$940K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$110M
2
SWP
Stratos Wealth Partners
Ohio
$35.4M
3
Morgan Stanley
Morgan Stanley
New York
$175M
4
UBS Group
UBS Group
Switzerland
$84.3M
5
LIC
Lodestar Investment Counsel
Illinois
$7.56M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$0
2
RJA
Raymond James & Associates
Florida
$7.46M
3
CPO
Cerity Partners OCIO
New York
$20.2M
4
HFS
HL Financial Services
Kentucky
$2.13M
5
IA
IndexIQ Advisors
New York
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
176
Valley National Advisers
Pennsylvania
$219K +$3.95K +30 +2%
FCI
177
Financial Counselors Inc
Kansas
$218K -$3.29K -25 -1%
CWM
178
Concert Wealth Management
California
$212K -$6.19K -289 -3%
CIC
179
Carnegie Investment Counsel
Ohio
$206K +$206K +1,529 New
EVM
180
Eaton Vance Management
Massachusetts
$206K +$206K +1,565 New
SCM
181
SOL Capital Management
Maryland
$204K +$204K +1,550 New
MBT
182
Montecito Bank & Trust
California
$204K +$204K +1,550 New
FHB
183
First Hawaiian Bank
Hawaii
$203K +$203K +1,537 New
Barclays
184
Barclays
United Kingdom
$189K +$189K +1,437 New
CC
185
Cassaday & Co
Virginia
$163K +$163K +1,238 New
OC
186
Oakworth Capital
Alabama
$162K – – –
TNB
187
Thomasville National Bank
Georgia
$156K +$156K +1,185 New
WEC
188
Winslow Evans & Crocker
Massachusetts
$147K +$11.6K +88 +9%
WRM
189
Westport Resources Management
Connecticut
$140K – – –
RIA
190
Regal Investment Advisors
Michigan
$139K -$526 -4 -0.4%
AF
191
Allworth Financial
California
$138K +$138K +1,045 New
IWM
192
Integrated Wealth Management
California
$131K +$131K +1,000 New
VIA
193
Vantage Investment Advisors
Pennsylvania
$126K +$52.1K +395 +70%
SSB
194
Sandy Spring Bank
Maryland
$119K – – –
WCM
195
Wealthcare Capital Management
Virginia
$116K – – –
FANJ
196
Financial Architects (New Jersey)
New Jersey
$106K -$50.7K -383 -32%
PSUF
197
People's United Financial
Connecticut
$105K – – –
GWM
198
Gupta Wealth Management
California
$102K +$102K +773 New
RFA
199
Reilly Financial Advisors
California
$101K +$101K +767 New
AP
200
Atwood & Palmer
Missouri
$99K -$150K -1,138 -60%
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8
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