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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 %
FCI
451
Financial Counselors Inc
Kansas
$4.3M -$10.9K -55 -0.3%
GWM
452
Greenhouse Wealth Management
Connecticut
$4.3M +$1.99K +10 +0%
MWA
453
Martel Wealth Advisors
Washington
$4.3M -$86.3K -434 -2%
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$4.29M -$11.5K -58 -0.3%
OCM
455
One Capital Management
California
$4.28M +$33K +166 +0.8%
CA
456
Continuum Advisory
Idaho
$4.28M +$57.9K +291 +1%
PA
457
PFG Advisors
Arizona
$4.27M +$547K +2,749 +15%
Prudential Financial
458
Prudential Financial
New Jersey
$4.27M +$1.2M +6,039 +39%
SFG
459
Sovereign Financial Group
Connecticut
$4.26M +$274K +1,376 +7%
MMPW
460
Mitchell McLeod Pugh & Williams
Alabama
$4.19M +$581K +2,923 +16%
FAAM
461
First Ascent Asset Management
Colorado
$4.19M +$128K +643 +3%
DI
462
DAGCO Inc
Ohio
$4.17M +$842K +4,235 +25%
GBT
463
Grove Bank & Trust
Florida
$4.17M +$963K +4,841 +30%
MWM
464
Merriman Wealth Management
Washington
$4.14M +$3.69M +18,546 +811%
WLIM
465
White Lighthouse Investment Management
Massachusetts
$4.14M +$129K +651 +3%
SPC
466
Sigma Planning Corp
Michigan
$4.13M -$4.32M -21,698 -51%
WCM
467
Washburn Capital Management
Florida
$4.1M -$948K -4,764 -19%
FI
468
Financial Insights
Washington
$4.09M +$703K +3,533 +21%
PFA
469
Pathway Financial Advisors
Vermont
$4.07M +$39K +196 +1%
FTS
470
Fifth Third Securities
Ohio
$4.06M -$33.4K -168 -0.8%
UBV
471
United Bank (Virginia)
Virginia
$4.05M +$603K +3,030 +18%
PWA
472
Peterson Wealth Advisors
Utah
$4.03M +$7.79K +39 +0.2%
ACA
473
Aptus Capital Advisors
Alabama
$4.02M +$1.76M +8,864 +78%
AAS
474
Ameritas Advisory Services
Nebraska
$4.01M -$1.09M -5,515 -21%
AC
475
Apella Capital
Connecticut
$3.98M +$3.98M +20,025 New
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