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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 %
TVWM
201
Tower View Wealth Management
Wisconsin
$3.19M -$273K -1,275 -8%
BAM
202
Belpointe Asset Management
Nevada
$3.15M +$335K +1,564 +12%
FCA
203
Fortis Capital Advisors
Kansas
$3.15M +$335K +1,564 +12%
PWM
204
Perigon Wealth Management
California
$3.05M +$103K +481 +4%
FA
205
Fermata Advisors
California
$3.04M +$3.04M +14,152 New
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$3.03M -$128K -599 -4%
DADC
207
D.A. Davidson & Co
Montana
$2.98M -$25.7K -120 -0.9%
CB
208
Commerce Bank
Missouri
$2.98M +$35.6K +166 +1%
FWP
209
FAS Wealth Partners
Kansas
$2.94M +$7.71K +36 +0.3%
SWA
210
SOA Wealth Advisors
New York
$2.93M -$29.1K -136 -1%
CFMC
211
Curbstone Financial Management Corp
New Hampshire
$2.89M -$10.7K -50 -0.4%
PA
212
Probity Advisors
Texas
$2.86M -$2.57K -12 -0.1%
AIM
213
Acropolis Investment Management
Missouri
$2.82M -$40.5K -189 -1%
TAM
214
Titleist Asset Management
Texas
$2.8M +$422K +1,971 +18%
AF
215
Allworth Financial
California
$2.79M +$2.09M +9,751 +296%
AAP
216
Arax Advisory Partners
Colorado
$2.79M +$87.2K +407 +3%
AllianceBernstein
217
AllianceBernstein
Tennessee
$2.77M -$68.1K -318 -2%
CWM
218
Cornerstone Wealth Management
Missouri
$2.75M -$788K -3,680 -22%
MCWS
219
McKinley Carter Wealth Services
West Virginia
$2.73M -$88K -411 -3%
SA
220
SFI Advisors
New Jersey
$2.64M +$10.3K +48 +0.4%
MWM
221
MTC Wealth Management
Florida
$2.63M +$21.4K +100 +0.8%
CWM
222
Cranbrook Wealth Management
Michigan
$2.63M +$1.93K +9 +0.1%
EWM
223
Evergreen Wealth Management
Michigan
$2.6M -$92.3K -431 -3%
ZC
224
Zeit Capital
Colorado
$2.59M +$4.28K +20 +0.2%
DI
225
Disciplined Investments
Oklahoma
$2.57M -$22.9K -107 -0.9%
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9
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