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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 %
PPP
426
Private Portfolio Partners
New Jersey
$4.93M -$1.19K -6 -0%
BCA
427
Bay Colony Advisors
Massachusetts
$4.92M +$233K +1,173 +5%
SLT
428
St Louis Trust
Missouri
$4.91M +$1.76M +8,881 +56%
NEAM
429
New England Asset Management
Connecticut
$4.88M – – –
VA
430
Valmark Advisers
Ohio
$4.86M +$170K +854 +4%
AFS
431
Axiom Financial Strategies
Indiana
$4.81M -$3.04M -15,300 -39%
AA
432
ALPS Advisors
Colorado
$4.79M +$29.8K +150 +0.6%
TA
433
Trellis Advisors
Washington
$4.78M +$184K +923 +4%
LFP
434
Leeward Financial Partners
Washington
$4.78M +$792K +3,981 +20%
CG
435
Colony Group
Massachusetts
$4.77M -$9.75K -49 -0.2%
LIG
436
Lokken Investment Group
Delaware
$4.77M +$1.01M +5,069 +27%
JJBC
437
James J. Burns & Company
New York
$4.74M +$265K +1,332 +6%
CAC
438
Certified Advisory Corp
Florida
$4.7M -$233K -1,169 -5%
CWS
439
Cypress Wealth Services
California
$4.66M +$30.1K +147 +0.6%
AO
440
Advisor OS
Illinois
$4.65M +$366K +1,838 +9%
MA
441
Mutual Advisors
Nebraska
$4.63M -$1.65M -8,274 -26%
FHC
442
First Heartland Consultants
Missouri
$4.59M +$298K +1,499 +7%
CIA
443
Compass Ion Advisors
Pennsylvania
$4.53M +$2.15M +10,799 +90%
AIS
444
American Investment Services
Massachusetts
$4.52M -$1.19M -5,960 -21%
RA
445
Ruggaard & Associates
Ohio
$4.47M +$269K +1,353 +6%
AIP
446
Ameritas Investment Partners
Nebraska
$4.46M +$202K +1,014 +5%
IFA
447
Index Fund Advisors
California
$4.42M -$4.77K -24 -0.1%
HL
448
HeadInvest LLC
Maine
$4.41M +$30.3K +150 +0.7%
WCFA
449
Walkner Condon Financial Advisors
Wisconsin
$4.38M -$23.3K -117 -0.5%
CW
450
Cabot-Wellington
Massachusetts
$4.36M – – –
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