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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 %
PCA
401
Prosperity Capital Advisors
Ohio
$5.63M +$611K +3,070 +12%
HTC
402
Haverford Trust Company
Pennsylvania
$5.62M +$420K +2,110 +8%
CFP
403
Curran Financial Partners
South Carolina
$5.6M +$183K +919 +3%
CWMU
404
Caliber Wealth Management (Utah)
Utah
$5.56M +$114K +575 +2%
LA
405
Lane & Associates
New Jersey
$5.54M -$298K -1,498 -5%
EA
406
Evolution Advisers
Virginia
$5.53M -$72.4K -364 -1%
CAG
407
Crestwood Advisors Group
Massachusetts
$5.52M +$23.9K +120 +0.4%
RCAG
408
Rehmann Capital Advisory Group
Michigan
$5.47M -$149K -751 -3%
DL
409
DOHJ LLC
Washington
$5.47M +$2.78K +14 +0.1%
RCA
410
Riverview Capital Advisers
Massachusetts
$5.46M -$32.8K -165 -0.6%
GGS
411
Galvin Gaustad & Stein
Arizona
$5.42M -$201K -1,013 -4%
ECM
412
Evergreen Capital Management
Washington
$5.42M +$267K +1,341 +5%
IAN
413
Integrated Advisors Network
Texas
$5.32M +$1.3M +6,513 +32%
SAG
414
SageView Advisory Group
California
$5.2M +$239K +1,202 +5%
SCA
415
Snowden Capital Advisors
New York
$5.16M +$212K +1,066 +4%
CAM
416
Chandler Asset Management
California
$5.11M -$114K -5,734 -2%
FMC
417
First Merchants Corp
Indiana
$5.1M -$7.36K -37 -0.1%
CAM
418
Cozad Asset Management
Illinois
$5.09M +$216K +1,087 +4%
MFS
419
McNamara Financial Services
Massachusetts
$5.07M +$58.7K +290 +1%
Kovitz Investment Group Partners
420
Kovitz Investment Group Partners
Illinois
$5.06M -$3.76M -18,890 -43%
PF
421
Parker Financial
Washington
$5.01M +$94.7K +476 +2%
BHWM
422
Bay Harbor Wealth Management
Maryland
$4.98M -$96.1K -483 -2%
WCA
423
Waypoint Capital Advisors
Minnesota
$4.98M +$116K +583 +2%
Nuveen Asset Management
424
Nuveen Asset Management
Illinois
$4.97M +$2.49M +12,500 +100%
TWM
425
TriaGen Wealth Management
California
$4.97M +$186K +936 +4%
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