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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 %
FFA
301
Fi3 Financial Advisors
Indiana
$8.22M -$197K -990 -2%
RWA
302
Roberts Wealth Advisors
California
$8.21M -$34K -171 -0.4%
PA
303
Parkside Advisors
California
$8.21M -$77.6K -390 -0.9%
Lazard Asset Management
304
Lazard Asset Management
New York
$8.2M -$2.7M -13,579 -25%
OC
305
Oppenheimer & Co
New York
$8.2M -$74K -372 -0.9%
NAMP
306
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.18M +$17.9K +90 +0.2%
EWA
307
EverSource Wealth Advisors
Alabama
$8.14M -$688K -3,461 -8%
MPW
308
Monterey Private Wealth
California
$8.13M +$119K +597 +1%
CCM
309
Condor Capital Management
New Jersey
$8.1M +$24.1K +121 +0.3%
AWM
310
Aries Wealth Management
Maine
$8.04M +$89.5K +450 +1%
CWA
311
Clarity Wealth Advisors
California
$8M +$87.7K +441 +1%
PP
312
PDS Planning
Ohio
$7.99M +$106K +533 +1%
CFGF
313
Compass Financial Group (Florida)
Florida
$7.99M +$214K +1,074 +3%
HNW
314
High Note Wealth
Minnesota
$7.99M -$290K -1,456 -3%
CA
315
Cetera Advisors
Colorado
$7.93M +$1.88M +9,458 +31%
CAM
316
Cresset Asset Management
Illinois
$7.89M +$1.32M +6,612 +20%
ML
317
McAdam LLC
Pennsylvania
$7.85M +$671K +3,376 +9%
WB
318
Webster Bank
Connecticut
$7.84M +$2.02M +10,170 +35%
CCA
319
Checchi Capital Advisers
California
$7.82M +$49.9K +251 +0.6%
AF
320
Allworth Financial
California
$7.8M -$796 -4 -0%
NAS
321
Nicolet Advisory Services
Wisconsin
$7.8M +$38.5K +197 +0.5%
SHWM
322
Smith & Howard Wealth Management
Georgia
$7.72M +$616K +3,099 +9%
KA
323
Kearns & Associates
California
$7.59M +$88.5K +445 +1%
KCM
324
Kathmere Capital Management
Pennsylvania
$7.58M +$224K +1,125 +3%
VF
325
Vawter Financial
Ohio
$7.57M +$380K +1,912 +5%
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