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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 %
PLU
176
Performa Ltd (US)
South Carolina
$3.87M +$5.57K +26 +0.1%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$3.73M +$665K +3,105 +22%
Betterment LLC
178
Betterment LLC
New York
$3.69M +$193K +899 +6%
RA
179
RFG Advisory
Alabama
$3.66M +$727K +3,393 +25%
SIA
180
Strategic Investment Advisors
Michigan
$3.66M -$3.39M -15,833 -48%
CI
181
CX Institutional
Indiana
$3.6M +$39.2K +183 +1%
BCM
182
Beaumont Capital Management
Massachusetts
$3.57M – – –
ASN
183
Advisory Services Network
Georgia
$3.57M +$1.47M +6,858 +70%
FHA
184
First Horizon Advisors
Tennessee
$3.57M +$267K +1,246 +8%
VC
185
Veery Capital
Delaware
$3.55M +$61.5K +287 +2%
CAM
186
Congress Asset Management
Massachusetts
$3.54M +$3.54M +16,551 New
ACA
187
Ackerman Capital Advisors
Texas
$3.54M -$164K -764 -4%
MWM
188
Modera Wealth Management
New Jersey
$3.53M -$46.7K -218 -1%
PP
189
Prosperity Planning
Missouri
$3.51M +$151K +707 +5%
BDF
190
Black Diamond Financial
Maryland
$3.48M +$214 +1 +0%
QC
191
Quent Capital
New York
$3.38M +$441K +2,059 +15%
GC
192
Grimes & Company
Massachusetts
$3.33M +$156K +730 +5%
LFP
193
Leeward Financial Partners
Washington
$3.33M +$540K +2,523 +19%
DWM
194
Dopkins Wealth Management
New York
$3.32M +$42K +196 +1%
JIC
195
Joel Isaacson & Co
New York
$3.3M +$3.64K +17 +0.1%
MWA
196
Martel Wealth Advisors
Washington
$3.3M -$110K -515 -3%
SWM
197
Shelton Wealth Management
Texas
$3.28M +$94.2K +440 +3%
FAN
198
Financial Advisors Network
California
$3.23M +$3.23M +15,101 New
CPIG
199
Chicago Partners Investment Group
Illinois
$3.23M +$509K +2,520 +19%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$3.22M +$3.22M +15,018 New
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