VB icon

Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,661 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.48%
Holding in Top 10
165
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.94%
% of All Funds
2.63%
New
79
Increased
754
Reduced
586
Closed
62
Calls
$21.9M
Puts
$5.23M
Net Calls
+$16.7M
Net Calls Change
+$4.62M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Empirical Wealth Management
Washington
$11.6M -$894K -4,731 -7%
SFS
227
Solitude Financial Services
Virginia
$11.5M +$578K +3,055 +5%
GWM
228
GDS Wealth Management
Texas
$11.5M +$621K +3,285 +6%
BSW
229
Buckingham Strategic Wealth
Missouri
$11.3M -$17.2K -91 -0.2%
PWM
230
Perigon Wealth Management
California
$11.3M +$522K +2,761 +5%
AA
231
AJ Advisors
Tennessee
$11.3M +$536K +2,835 +5%
MFA
232
McClarren Financial Advisors
Pennsylvania
$11.1M -$14.5K -77 -0.1%
CW
233
CIC Wealth
Maryland
$11.1M +$1.03M +5,458 +10%
UFA
234
US Financial Advisors
Massachusetts
$10.8M +$291K +1,538 +3%
SCA
235
STALEY CAPITAL ADVISERS
Pennsylvania
$10.8M +$752K +3,977 +7%
TA
236
Tectonic Advisors
Texas
$10.7M +$3.64M +19,252 +51%
CA
237
Crane Advisory
California
$10.6M +$1.57M +8,403 +17%
DWP
238
Daymark Wealth Partners
Ohio
$10.6M +$4.32M +22,839 +69%
SS
239
Simplicity Solutions
Minnesota
$10.6M -$9.21M -48,728 -47%
BFG
240
Bleakley Financial Group
New Jersey
$10.6M -$9.21M -48,728 -47%
Lido Advisors
241
Lido Advisors
California
$10.6M +$653K +3,453 +7%
WA
242
Wealth Architects
California
$10.5M -$81.3K -430 -0.8%
OHWA
243
Oak Hill Wealth Advisors
Virginia
$10.5M +$418K +2,210 +4%
DC
244
DeDora Capital
California
$10.3M +$126K +667 +1%
CST
245
Charles Schwab Trust
Nevada
$10.2M -$376K -1,988 -4%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$10.2M +$408K +2,157 +4%
DK
247
David Kennon
Florida
$10.1M +$159K +843 +2%
CFS
248
CRA Financial Services
New Jersey
$10M +$264K +1,397 +3%
MCM
249
MAI Capital Management
Ohio
$10M +$881K +4,659 +10%
FIC
250
Family Investment Center
Missouri
$9.98M -$8.78M -46,441 -47%
8 9
10
11 12