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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

484 hedge funds and large institutions have $4.26B invested in Vanguard Small-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 149 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+29
Holders Change %
+6.37%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.61%
New
70
Increased
149
Reduced
157
Closed
35
Calls
$3.29M
Puts
$1.4M
Net Calls
+$1.89M
Net Calls Change
+$1.74M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$149M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$34.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$24.9M
4
Barclays
4
Barclays
United Kingdom
$18M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$59.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.84M
2
Bank of America
2
Bank of America
North Carolina
$992M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$603M
4
IWS
4
Insight Wealth Strategies
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
201
Joel Isaacson & Co
New York
$1.07M – – –
KWM
202
Kingsview Wealth Management
Oregon
$1.07M +$719 +4 +0.1%
DY
203
Dowling & Yahnke
California
$1.06M +$255K +1,417 +32%
FUBT
204
First United Bank & Trust
Maryland
$1.06M -$269K -1,497 -20%
VFA
205
Voya Financial Advisors
Connecticut
$1.06M +$8.57K +48 +0.8%
GVAG
206
Great Valley Advisor Group
Delaware
$1.04M -$910K -5,066 -47%
TWA
207
TCI Wealth Advisors
Arizona
$1.03M -$4.14K -23 -0.4%
OIA
208
Optimum Investment Advisors
Illinois
$1.01M -$106K -588 -9%
CCA
209
Checchi Capital Advisers
California
$998K +$733K +4,080 +277%
ASN
210
Advisory Services Network
Georgia
$997K +$102K +567 +11%
PAS
211
Partnervest Advisory Services
California
$973K +$973K +5,413 New
MA
212
MONECO Advisors
Connecticut
$962K +$5.57K +31 +0.6%
BJL
213
Brighton Jones LLC
Washington
$932K +$68.5K +381 +8%
WB
214
WesBanco Bank
West Virginia
$932K +$477K +2,654 +105%
FLA
215
Financial Life Advisors
Texas
$923K -$281K -1,564 -23%
KP
216
Keel Point
Alabama
$921K -$27.7K -154 -3%
HFA
217
Huber Financial Advisors
Illinois
$891K -$32K -178 -3%
CK
218
Cohen Klingenstein
New York
$877K +$34.1K +190 +4%
EFL
219
ERn Financial LLC
Wisconsin
$852K – – –
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$840K +$250K +1,393 +42%
CDH
221
Charles D. Hyman
$839K – – –
ZB
222
Zions Bancorporation
Utah
$825K +$825K +4,588 New
Betterment LLC
223
Betterment LLC
New York
$823K +$82K +456 +11%
BWM
224
Bernicke Wealth Management
Wisconsin
$796K – – –
LFAS
225
Level Four Advisory Services
Texas
$794K +$9.34K +52 +1%
7 8
9
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