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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,663 hedge funds and large institutions have $26B invested in Vanguard Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 731 increasing their positions, 613 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,663
Holders Change
+28
Holders Change %
+1.71%
% of All Funds
26.23%
Holding in Top 10
170
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.49%
% of All Funds
2.68%
New
102
Increased
731
Reduced
613
Closed
61
Calls
$19.6M
Puts
$7.58M
Net Calls
+$12.1M
Net Calls Change
-$1.22M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$165M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$116M
3
Bank of America
Bank of America
North Carolina
+$61M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$55.8M
5
Morgan Stanley
Morgan Stanley
New York
+$53.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88B
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$200M
3
AAS
Annex Advisory Services
Wisconsin
-$168M
4
LPL Financial
LPL Financial
California
-$126M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$71.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
226
McClarren Financial Advisors
Pennsylvania
$11.7M +$305K +1,534 +3%
SFS
227
Solitude Financial Services
Virginia
$11.5M +$619K +3,110 +6%
GWM
228
GDS Wealth Management
Texas
$11.4M +$438K +2,201 +4%
PWM
229
Perigon Wealth Management
California
$11.4M +$6.26M +31,450 +122%
AA
230
AJ Advisors
Tennessee
$11.3M +$229K +1,153 +2%
FPAS
231
Focus Partners Advisor Solutions
Missouri
$11.2M +$2.47M +12,416 +28%
WA
232
Wealth Architects
California
$11.2M -$21.7K -109 -0.2%
SFA
233
Spectrum Financial Alliance
Kentucky
$11.2M +$11.2M +56,091 New
AI
234
Atria Investments
North Carolina
$11.1M -$1.8M -9,054 -14%
UFA
235
US Financial Advisors
Massachusetts
$11.1M +$172K +866 +2%
WI
236
WBI Investments
New Jersey
$10.8M +$812K +4,085 +8%
DC
237
DeDora Capital
California
$10.7M +$299K +1,502 +3%
KPWS
238
Kestra Private Wealth Services
Texas
$10.7M -$447K -2,248 -4%
G
239
GenTrust
Florida
$10.7M +$1.61M +8,079 +18%
OHWA
240
Oak Hill Wealth Advisors
Virginia
$10.6M +$428K +2,154 +4%
SCA
241
STALEY CAPITAL ADVISERS
Pennsylvania
$10.6M +$607K +3,053 +6%
CW
242
CIC Wealth
Maryland
$10.6M +$684K +3,441 +7%
Lido Advisors
243
Lido Advisors
California
$10.4M +$2.27M +11,433 +28%
DK
244
David Kennon
Florida
$10.4M +$190K +956 +2%
MWM
245
Modera Wealth Management
New Jersey
$10.4M +$9.1M +45,730 +700%
VVP
246
Venture Visionary Partners
Ohio
$10.4M +$77.2K +388 +0.7%
AWA
247
Arkadios Wealth Advisors
Georgia
$10.4M +$363K +1,823 +4%
CST
248
Charles Schwab Trust
Nevada
$10.3M +$165K +900 +2%
CFS
249
CRA Financial Services
New Jersey
$10.3M +$382K +1,919 +4%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$10.3M -$2.92M -14,662 -22%
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