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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 %
GWM
276
GoalFusion Wealth Management
Texas
$9.01M +$227K +1,143 +3%
MPW
277
MA Private Wealth
California
$8.98M +$12.7K +64 +0.1%
AMG
278
Asset Management Group
Connecticut
$8.94M +$378K +1,900 +4%
FNC
279
First National Corp
Massachusetts
$8.93M -$126K -636 -1%
William Blair & Company
280
William Blair & Company
Illinois
$8.89M +$328K +1,649 +4%
ABC
281
Associated Banc-Corp
Wisconsin
$8.89M +$268K +1,346 +3%
RPC
282
Rossmore Private Capital
Connecticut
$8.85M -$11.1K -56 -0.1%
EWA
283
Exencial Wealth Advisors
Oklahoma
$8.83M +$4.99M +25,100 +130%
FOFP
284
Fee-Only Financial Planning
South Carolina
$8.82M -$12.9K -65 -0.1%
MNG
285
Manning & Napier Group
New York
$8.75M -$8.3M – –
PWM
286
Praetorian Wealth Management
California
$8.74M +$258K +1,297 +3%
GA
287
GoalVest Advisory
New York
$8.68M +$2.33M +11,705 +37%
JIC
288
Johnson Investment Counsel
Ohio
$8.66M +$8.55K +43 +0.1%
APIM
289
Agate Pass Investment Management
Washington
$8.5M +$769K +3,868 +10%
HIM
290
Hanlon Investment Management
New Jersey
$8.45M +$3.44M +17,294 +69%
VBWMG
291
Von Berge Wealth Management Group
California
$8.45M +$303K +1,523 +4%
EWA
292
Evolution Wealth Advisors
Florida
$8.44M -$22.9K -115 -0.3%
TCM
293
TD Capital Management
Tennessee
$8.41M +$19.5K +98 +0.2%
AFS
294
Annapolis Financial Services
Maryland
$8.4M -$21.9K -110 -0.3%
BMD
295
Better Money Decisions
New Mexico
$8.4M +$26.7K +134 +0.3%
CAM
296
Clark Asset Management
New Hampshire
$8.39M +$1.11M +5,584 +15%
CAAS
297
Capital Asset Advisory Services
Michigan
$8.39M +$366K +1,801 +5%
WPC
298
Wedmont Private Capital
Pennsylvania
$8.28M +$2.96M +14,538 +56%
FAM
299
Frontier Asset Management
Wyoming
$8.26M -$363K -1,823 -4%
H
300
HoyleCohen
California
$8.22M -$494K -2,486 -6%
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