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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 %
CTWM
351
Cherry Tree Wealth Management
Minnesota
$6.9M +$6.9M +34,700 New
5SA
352
5th Street Advisors
Connecticut
$6.87M +$1.83M +9,221 +36%
VWA
353
Visionary Wealth Advisors
Illinois
$6.83M +$701K +3,525 +11%
BDFN
354
Bond & Devick Financial Network
Minnesota
$6.81M +$98.7K +496 +1%
First Manhattan
355
First Manhattan
New York
$6.78M -$630K -3,168 -9%
SC
356
Steph & Co
Wisconsin
$6.77M -$129K -649 -2%
CA
357
CSM Advisors
Pennsylvania
$6.74M -$751K -3,776 -10%
BWA
358
BlueSky Wealth Advisors
North Carolina
$6.74M -$280K -1,408 -4%
HAC
359
Harbor Advisory Corp
New Hampshire
$6.72M +$179K +898 +3%
HFG
360
Heron Financial Group
New York
$6.7M -$294K -1,478 -4%
GWP
361
Gateway Wealth Partners
Wisconsin
$6.69M +$112K +562 +2%
AOI
362
Auto-Owners Insurance
Michigan
$6.68M – – –
PWP
363
Perfromance Wealth Partners
Illinois
$6.67M +$1.36M +6,861 +26%
BDF
364
Black Diamond Financial
Maryland
$6.67M -$81.1K -408 -1%
JAFL
365
Jay A. Fishman Ltd
Michigan
$6.65M -$1.34M -6,762 -17%
ASN
366
Advisory Services Network
Georgia
$6.63M -$1.11M -5,577 -14%
DWP
367
Daymark Wealth Partners
Ohio
$6.61M +$6.61M +33,227 New
NFW
368
Noble Family Wealth
Florida
$6.56M +$210K +1,056 +3%
PCA
369
Peddock Capital Advisors
Massachusetts
$6.54M +$391K +1,965 +6%
MCM
370
Manchester Capital Management
Vermont
$6.53M -$169K -848 -3%
GHAM
371
Gilman Hill Asset Management
Connecticut
$6.51M +$165K +828 +3%
JFG
372
JDM Financial Group
Texas
$6.5M +$79.8K +401 +1%
MCA
373
Magnolia Capital Advisors
Mississippi
$6.46M +$24.3K +122 +0.4%
LCM
374
Logan Capital Management
Pennsylvania
$6.45M – – –
FC
375
Forte Capital
New York
$6.45M -$32.8K -165 -0.5%
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