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Vanguard Small-Cap Growth ETF
VBK

Overview Fund Activity

404 hedge funds and large institutions have $4.14B invested in Vanguard Small-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 121 reducing their positions, and 21 closing their positions.

Holders
404
Holders Change
+16
Holders Change %
+4.12%
% of All Funds
9.26%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.57%
New
40
Increased
150
Reduced
121
Closed
21
Calls
$2.3M
Puts
$1.28M
Net Calls
+$1.02M
Net Calls Change
-$2.28M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$986M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.3M
3
CWM
3
Cornerstone Wealth Management
Missouri
$24.1M
4
Wells Fargo
4
Wells Fargo
California
$106M
5
AssetMark Inc
5
AssetMark Inc
California
$133M

Top Sellers

1
MG
1
Mather Group
Illinois
$49.5M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$13M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$650M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.5M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$51.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$986M 5,610,772 +911,628 +19%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$650M 3,701,448 -64,588 -2%
Morgan Stanley
3
Morgan Stanley
New York
$257M 1,459,865 +37,741 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$153M 873,149 +26,615 +3%
AssetMark Inc
5
AssetMark Inc
California
$133M 756,636 +39,556 +6%
UBS Group
6
UBS Group
Switzerland
$130M 737,836 +28,936 +4%
BDF
7
Balasa Dinverno & Foltz
$109M 622,107 -7,085 -1%
Wells Fargo
8
Wells Fargo
California
$106M 602,852 +54,698 +10%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$72.4M 412,015 +12,452 +3%
Vanguard Group
10
Vanguard Group
Pennsylvania
$71.7M 407,850 +714 +0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$67.3M 382,906 +290,804 +316%
UCFA
12
United Capital Financial Advisors
Texas
$61.8M 351,632 +797 +0.2%
SEI Investments
13
SEI Investments
Pennsylvania
$58.4M 332,144 +7,624 +2%
LPL Financial
14
LPL Financial
California
$53.8M 305,767 -3,013 -1%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$51.4M 292,569 -27,760 -9%
MG
16
Mather Group
Illinois
$49.5M 281,657 -157,336 -36%
William Blair & Company
17
William Blair & Company
Illinois
$46.8M 266,117 +28,347 +12%
TF
18
TIAA FSB
Florida
$40.3M 229,459 +11,930 +5%
Ameriprise
19
Ameriprise
Minnesota
$34.5M 196,406 +12,815 +7%
QI
20
QS Investors
New York
$33.4M 189,704 -5,662 -3%
CL
21
Choreo LLC
Illinois
$31.9M 181,556 -976 -0.5%
JC
22
Jentner Corp
Ohio
$28.2M 160,365 -2,276 -1%
CWM
23
Cornerstone Wealth Management
Missouri
$24.1M 4,256,989 +4,233,433 +17,972%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$22.9M 130,454 +6,264 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$21.9M 124,491 -2,166 -2%
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