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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 %
DAS
376
Dynamic Advisor Solutions
Arizona
$6.37M +$1.25M +6,306 +25%
OFS
377
Oldfather Financial Services
Nebraska
$6.35M +$145K +730 +2%
HWM
378
Howard Wealth Management
Connecticut
$6.33M -$234K -1,176 -4%
SPIA
379
Steward Partners Investment Advisory
New York
$6.21M -$771K -3,879 -11%
JBA
380
Johnson Bixby & Associates
Washington
$6.19M +$380K +1,910 +7%
APG
381
Abacus Planning Group
South Carolina
$6.18M -$96.5K -485 -2%
TCWA
382
Ten Capital Wealth Advisors
Washington
$6.14M +$243K +1,220 +4%
GRP
383
Global Retirement Partners
California
$6.13M -$469K -2,359 -7%
MSFS
384
Main Street Financial Solutions
Pennsylvania
$6.07M +$764K +3,839 +14%
CA
385
Cambridge Advisors
Nebraska
$6.06M +$298K +1,500 +5%
LI
386
Latigo Investments
Florida
$6.03M +$23.5K +118 +0.4%
W
387
WealthOne
New York
$5.98M -$65.2K -328 -1%
LNWTC
388
Laird Norton Wetherby Trust Company
Washington
$5.95M +$142K +714 +2%
SHGA
389
Sand Hill Global Advisors
California
$5.94M -$197K -992 -3%
RWG
390
Ratio Wealth Group
Colorado
$5.91M +$5.91M +29,736 New
EWM
391
Evercore Wealth Management
New York
$5.87M – – –
AA
392
Ancora Advisors
Ohio
$5.87M -$2.19K -11 -0%
QIM
393
Quest Investment Management
Oregon
$5.86M +$16.1K +81 +0.3%
WFA
394
Wells Financial Advisors
Massachusetts
$5.85M -$2.39M -12,023 -29%
ECG
395
Edge Capital Group
Georgia
$5.81M +$387K +1,948 +7%
CTA
396
Chesley Taft & Associates
Illinois
$5.79M +$150K +755 +3%
FPB
397
First PREMIER Bank
South Dakota
$5.76M +$270K +1,357 +5%
RJT
398
Raymond James Trust
Florida
$5.69M -$32.6K -164 -0.6%
FNFDCM
399
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.68M +$36.8K +185 +0.7%
IFAM
400
Institutional & Family Asset Management
Colorado
$5.64M -$194K -974 -3%
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