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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

859 hedge funds and large institutions have $7.88B invested in Vanguard Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 343 increasing their positions, 287 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+17
Holders Change %
+2.02%
% of All Funds
13.55%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.74%
New
74
Increased
343
Reduced
287
Closed
50
Calls
$13.6M
Puts
$4.77M
Net Calls
+$8.79M
Net Calls Change
+$4.58M

Top Buyers

1
BCIM
Bishop & Co Investment Management
Pennsylvania
+$68.4M
2
Bank of America
Bank of America
North Carolina
+$46.9M
3
BCM
Bronte Capital Management
Australia
+$39.4M
4
PLFA
Pacific Life Fund Advisors
California
+$32.9M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$22.6M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$165M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$22.8M
3
EC
Estate Counselors
Wisconsin
-$19.2M
4
NYLIM
New York Life Investment Management
New York
-$14.3M
5
Osaic Holdings
Osaic Holdings
Arizona
-$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Ackerman Capital Advisors
Texas
$3.97M -$17.5K -76 -0.4%
BFS
177
Bradley Foster & Sargent
Connecticut
$3.96M +$17.2K +75 +0.4%
MWM
178
Modera Wealth Management
New Jersey
$3.84M +$1.56M +6,801 +69%
BCM
179
Beaumont Capital Management
Massachusetts
$3.83M – – –
CI
180
CX Institutional
Indiana
$3.82M -$32.9K -143 -0.9%
CWM
181
Cornerstone Wealth Management
Missouri
$3.79M -$26K -113 -0.7%
CWA
182
CJM Wealth Advisers
Virginia
$3.78M +$305K +1,329 +9%
Betterment LLC
183
Betterment LLC
New York
$3.75M +$208K +907 +6%
VC
184
Veery Capital
Delaware
$3.74M +$240K +1,043 +7%
BDF
185
Black Diamond Financial
Maryland
$3.73M – – –
TC
186
Tenret Company
Florida
$3.73M +$142K +617 +4%
TVWM
187
Tower View Wealth Management
Wisconsin
$3.72M -$228K -994 -6%
MWA
188
Martel Wealth Advisors
Washington
$3.66M -$219K -953 -6%
PP
189
Prosperity Planning
Missouri
$3.61M +$252K +1,099 +8%
FHA
190
First Horizon Advisors
Tennessee
$3.54M -$209K -910 -6%
JIC
191
Joel Isaacson & Co
New York
$3.54M +$134K +584 +4%
DWM
192
Dopkins Wealth Management
New York
$3.52M +$114K +497 +3%
VWA
193
Visionary Wealth Advisors
Illinois
$3.51M +$42.3K +184 +1%
SWM
194
Shelton Wealth Management
Texas
$3.42M +$330K +1,437 +11%
GC
195
Grimes & Company
Massachusetts
$3.4M – – –
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$3.39M -$641K -2,791 -16%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$3.29M +$725K +3,157 +28%
DADC
198
D.A. Davidson & Co
Montana
$3.22M +$3.91K +17 +0.1%
SWA
199
SOA Wealth Advisors
New York
$3.17M -$18.8K -82 -0.6%
PWM
200
Perigon Wealth Management
California
$3.16M +$1.58M +6,877 +100%
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