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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

595 hedge funds and large institutions have $4.87B invested in Vanguard Small-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 209 increasing their positions, 158 reducing their positions, and 31 closing their positions.

Holders
595
Holders Change
+88
Holders Change %
+17.36%
% of All Funds
11.75%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.53%
New
124
Increased
209
Reduced
158
Closed
31
Calls
$2.57M
Puts
$979K
Net Calls
+$1.59M
Net Calls Change
-$221K

Top Buyers

1
QI
1
QS Investors
New York
$68.9M
2
RFA
2
Radnor Financial Advisors
Pennsylvania
$29.6M
3
Wells Fargo
3
Wells Fargo
California
$152M
4
Bank of America
4
Bank of America
North Carolina
$1.11B
5
AssetMark Inc
5
AssetMark Inc
California
$144M

Top Sellers

1
SFS
1
Summit Financial Strategies
Ohio
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$620M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$172M
4
Jane Street
4
Jane Street
New York
$798K
5
FAAS
5
First Allied Advisory Services
California
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
201
IHT Wealth Management
Illinois
$1.24M 6,219 +788 +15%
LWP
202
Legacy Wealth Planning
Nevada
$1.22M 6,146 +6,146 New
V
203
Veritable
Delaware
$1.2M 6,035 – –
JIC
204
Joel Isaacson & Co
New York
$1.19M 5,976 +4 +0.1%
Betterment LLC
205
Betterment LLC
New York
$1.18M 5,936 +943 +19%
WTFG
206
Wells Trecaso Financial Group
Ohio
$1.14M 5,730 +5 +0.1%
CF
207
Centaurus Financial
California
$1.14M 5,724 +159 +3%
FUBT
208
First United Bank & Trust
Maryland
$1.13M 5,685 +324 +6%
GVAG
209
Great Valley Advisor Group
Delaware
$1.12M 5,626 +4 +0.1%
ASN
210
Advisory Services Network
Georgia
$1.12M 5,612 +321 +6%
SIC
211
Shoker Investment Counsel
Ohio
$1.11M 5,589 -372 -6%
AAP
212
Arax Advisory Partners
Colorado
$1.11M 5,581 +139 +3%
CG
213
Caprock Group
Idaho
$1.1M 5,542 -483 -8%
FWM
214
Frontier Wealth Management
Missouri
$1.09M 5,485 -1,062 -16%
FI
215
FormulaFolio Investments
Michigan
$1.09M 5,479 +5,479 New
MA
216
MONECO Advisors
Connecticut
$1.08M 5,229 +25 +0.5%
CTC
217
Central Trust Company
Missouri
$1.06M 5,319 -8,823 -62%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
– – – –
LFAS
219
Level Four Advisory Services
Texas
$1.05M 5,297 +198 +4%
WB
220
WesBanco Bank
West Virginia
$1.05M 5,297 +58 +1%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$1.05M 5,295 +80 +2%
OIA
222
Optimum Investment Advisors
Illinois
$1.05M 5,262 +8 +0.2%
HCM
223
Howard Capital Management
Georgia
$1.04M 17,051 -111,275 -87%
PAS
224
Partnervest Advisory Services
California
$1.03M 5,183 -614 -11%
BJL
225
Brighton Jones LLC
Washington
$1.03M 5,167 -205 -4%
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