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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 %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$8.33M +$5.18M +27,381 +164%
BFEC
302
Benjamin F. Edwards & Company
Missouri
$8.28M -$725K -3,833 -8%
JIC
303
Johnson Investment Counsel
Ohio
$8.27M +$30.3K +160 +0.4%
VBWMG
304
Von Berge Wealth Management Group
California
$8.2M +$174K +922 +2%
William Blair & Company
305
William Blair & Company
Illinois
$8.07M -$379K -2,005 -4%
EWA
306
Exencial Wealth Advisors
Oklahoma
$8.06M -$331K -1,750 -4%
EWA
307
Evolution Wealth Advisors
Florida
$8.04M +$15.9K +84 +0.2%
CA
308
Cetera Advisors
Colorado
$8.02M +$476K +2,518 +6%
TCM
309
TD Capital Management
Tennessee
$8.01M +$17.2K +91 +0.2%
MPW
310
Monterey Private Wealth
California
$8M +$272K +1,436 +4%
RWA
311
Roberts Wealth Advisors
California
$7.98M +$246K +1,312 +3%
ML
312
McAdam LLC
Pennsylvania
$7.97M +$509K +2,692 +7%
AFS
313
Annapolis Financial Services
Maryland
$7.89M -$104K -551 -1%
HNW
314
High Note Wealth
Minnesota
$7.82M +$225K +1,190 +3%
NAMP
315
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.81M +$30.3K +160 +0.4%
Lazard Asset Management
316
Lazard Asset Management
New York
$7.79M – – –
WB
317
Webster Bank
Connecticut
$7.78M +$327K +1,727 +4%
APIM
318
Agate Pass Investment Management
Washington
$7.77M -$311K -1,644 -4%
PWP
319
Perfromance Wealth Partners
Illinois
$7.74M +$1.36M +7,207 +21%
CWA
320
Clarity Wealth Advisors
California
$7.74M +$140K +740 +2%
PP
321
PDS Planning
Ohio
$7.71M +$108K +570 +1%
PA
322
Parkside Advisors
California
$7.7M -$100K -529 -1%
AWM
323
Aries Wealth Management
Maine
$7.69M +$124K +664 +2%
CFGF
324
Compass Financial Group (Florida)
Florida
$7.63M +$37.1K +196 +0.5%
BMD
325
Better Money Decisions
New Mexico
$7.6M -$382K -2,019 -5%
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