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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.

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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$71.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$98.8M
3
EWA
3
EP Wealth Advisors
California
$47.4M
4
Charles Schwab
4
Charles Schwab
California
$28.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$18.7M

Top Sellers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$67.8K
2
BCM
2
Bronte Capital Management
Australia
$0
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
EWM
4
Elevatus Welath Management
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.21B 5,648,297 -27,378 -0.5%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$563M 2,627,597 -52,583 -2%
Morgan Stanley
3
Morgan Stanley
New York
$405M 1,889,410 +15,489 +0.8%
AssetMark Inc
4
AssetMark Inc
California
$277M 1,293,775 +36,544 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$222M 1,035,604 -16,218 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$210M 982,194 -70,747 -7%
Corient Private Wealth
7
Corient Private Wealth
Florida
$182M 847,970 +21,410 +3%
SEI Investments
8
SEI Investments
Pennsylvania
$163M 763,313 +20,186 +3%
UBS Group
9
UBS Group
Switzerland
$163M 763,096 -43,785 -5%
MG
10
Mather Group
Illinois
$161M 752,104 -9,732 -1%
Wells Fargo
11
Wells Fargo
California
$134M 627,807 +12,766 +2%
LPL Financial
12
LPL Financial
California
$131M 611,853 +48,569 +9%
CL
13
Choreo LLC
Illinois
$109M 507,151 +10,509 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$98.8M 461,176 +239,799 +108%
Truist Financial
15
Truist Financial
North Carolina
$79.4M 370,786 +11,275 +3%
CK
16
Cohen Klingenstein
New York
$75.3M 351,621 +1,550 +0.4%
TIAA Trust, National Association
17
TIAA Trust, National Association
North Carolina
$71.8M 335,241 +335,241 New
HighTower Advisors
18
HighTower Advisors
Illinois
$69.9M 326,799 +9,700 +3%
Ameriprise
19
Ameriprise
Minnesota
$66.9M 312,343 +45,723 +17%
MGIA
20
Moneta Group Investment Advisors
Missouri
$59.2M 276,311 +13,982 +5%
RWP
21
RWA Wealth Partners
Massachusetts
$59M 275,257 +5,129 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$57.4M 268,156 +24,613 +10%
US Bancorp
23
US Bancorp
Minnesota
$55.7M 267,417 -18,396 -6%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$52.5M 244,919 +9,601 +4%
MCCA
25
Mill Creek Capital Advisors
Pennsylvania
$49.6M 231,652 +4,776 +2%
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