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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

849 hedge funds and large institutions have $7.2B invested in Vanguard Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 309 increasing their positions, 271 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+55
Holders Change %
+6.93%
% of All Funds
13.7%
Holding in Top 10
35
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.6%
% of All Funds
0.56%
New
128
Increased
309
Reduced
271
Closed
52
Calls
$26.4M
Puts
$12.8M
Net Calls
+$13.6M
Net Calls Change
+$12.9M

Top Buyers

1
CG
1
Colony Group
Massachusetts
$91.8M
2
RWP
2
RWA Wealth Partners
Massachusetts
$54.1M
3
US Bancorp
3
US Bancorp
Minnesota
$130M
4
AssetMark Inc
4
AssetMark Inc
California
$239M
5
Bank of America
5
Bank of America
North Carolina
$1B

Top Sellers

1
TF
1
TIAA FSB
Florida
$67.1M
2
AWA
2
Arete Wealth Advisors
Illinois
$631M
3
WIA
3
World Investment Advisors
California
$562K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$221M
5
EC
5
Estate Counselors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Congress Asset Management
Massachusetts
$2.94M -$215K -1,074 -7%
CWM
202
Cranbrook Wealth Management
Michigan
$2.93M -$116K -580 -4%
SIA
203
Strategic Investment Advisors
Michigan
$2.92M +$526K +2,624 +22%
GCM
204
Geneva Capital Management
Wisconsin
$2.91M +$2.91M +14,518 New
FWP
205
FAS Wealth Partners
Kansas
$2.91M -$122K -608 -4%
DADC
206
D.A. Davidson & Co
Montana
$2.9M -$2.48M -12,349 -46%
EA
207
Eclectic Associates
California
$2.9M +$1.85M +9,229 +177%
CWA
208
CJM Wealth Advisers
Virginia
$2.89M -$22.5K -112 -0.8%
RA
209
Riversedge Advisors
Delaware
$2.87M +$2.21M +11,006 +335%
SWA
210
SOA Wealth Advisors
New York
$2.87M +$46.7K +233 +2%
DI
211
Disciplined Investments
Oklahoma
$2.85M -$121K -605 -4%
CPO
212
Cerity Partners OCIO
New York
$2.83M -$53.3K -266 -2%
PP
213
Prosperity Planning
Missouri
$2.82M – – –
CPIG
214
Chicago Partners Investment Group
Illinois
$2.81M +$87K +379 +3%
JIC
215
Joel Isaacson & Co
New York
$2.79M +$1.23M +6,118 +78%
MCWS
216
McKinley Carter Wealth Services
West Virginia
$2.79M -$99.5K -496 -3%
IWM
217
IHT Wealth Management
Illinois
$2.76M +$10K +50 +0.4%
FAN
218
Financial Advisors Network
California
$2.73M -$17.6K -88 -0.6%
RDIA
219
RE Dickinson Investment Advisors
Iowa
$2.73M +$6.22K +31 +0.2%
PA
220
Probity Advisors
Texas
$2.72M +$45.9K +229 +2%
AAP
221
Arax Advisory Partners
Colorado
$2.69M +$70.6K +352 +3%
AAS
222
Ameritas Advisory Services
Nebraska
$2.68M +$916K +4,567 +52%
MFG
223
Merit Financial Group
Georgia
$2.68M -$687K -3,425 -20%
SWM
224
Shelton Wealth Management
Texas
$2.65M -$127K -633 -5%
CFMC
225
Curbstone Financial Management Corp
New Hampshire
$2.65M -$60.2K -300 -2%
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9
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