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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 %
OWM
326
Orgel Wealth Management
Wisconsin
$7.53M -$1.97M -9,920 -21%
GA
327
Greytown Advisors
Florida
$7.53M -$328K -1,650 -4%
BWM
328
Benchmark Wealth Management
Connecticut
$7.5M +$316K +1,590 +4%
GWM
329
Gray Wealth Management
Maine
$7.5M +$339K +1,706 +5%
TA
330
Tectonic Advisors
Texas
$7.47M +$576K +2,896 +8%
CP
331
Capital Planning
Washington
$7.41M +$70.2K +353 +1%
SCA
332
Sandy Cove Advisors
Massachusetts
$7.41M +$489K +2,458 +7%
WMG
333
WESCAP Management Group
California
$7.4M -$553K -2,782 -7%
ATPW
334
Ashton Thomas Private Wealth
Arizona
$7.38M +$23.7K +119 +0.3%
CCM
335
Chilton Capital Management
Texas
$7.37M -$305K -1,534 -4%
BCA
336
Bray Capital Advisors
Florida
$7.34M -$19.7K -99 -0.3%
SW
337
SVB Wealth
Massachusetts
$7.3M -$4.81M -24,206 -40%
CANC
338
Culbertson A N & Co
Virginia
$7.26M -$39.6K -199 -0.5%
NL
339
NWAM LLC
Washington
$7.22M +$3.56M +17,899 +97%
AWM
340
Abound Wealth Management
Tennessee
$7.18M +$384K +1,930 +6%
WFPG
341
Waller Financial Planning Group
Ohio
$7.17M +$423K +2,128 +6%
OIA
342
OneDigital Investment Advisors
Kansas
$7.17M -$329K -1,652 -4%
CCM
343
Carlson Capital Management
Minnesota
$7.16M -$58.9K -296 -0.8%
AGA
344
Arkos Global Advisors
Texas
$7.13M -$176K -884 -2%
MWM
345
Madison Wealth Management
Ohio
$7.1M +$12.3K +62 +0.2%
Empower Advisory Group
346
Empower Advisory Group
Colorado
$7M -$90.5K -455 -1%
RPG
347
Resource Planning Group
Georgia
$6.96M -$89.2K -453 -1%
Financial Engines Advisors
348
Financial Engines Advisors
California
$6.95M -$170K -854 -2%
SF
349
Summit Financial
New Jersey
$6.91M -$52.3K -263 -0.8%
CG
350
Caprock Group
Idaho
$6.91M +$277K +1,391 +4%
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