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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
$167M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$248M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$77.7M
5
Morgan Stanley
Morgan Stanley
New York
$1.34B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$791M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
3
AAS
Annex Advisory Services
Wisconsin
$52.4M
4
LPL Financial
LPL Financial
California
$584M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$176M +$11.1M +55,805 +7%
PPFA
27
Provida Pension Fund Administrator
Chile
$167M +$165M +832,010 +9,493%
TF
28
TIAA FSB
Florida
$160M -$2.44M -12,263 -1%
MWM
29
Mission Wealth Management
California
$158M +$10.6M +53,157 +7%
HighTower Advisors
30
HighTower Advisors
Illinois
$151M +$4.82M +24,202 +3%
S
31
SignatureFD
Georgia
$150M +$79K +397 +0.1%
WL
32
WIT LLC
District of Columbia
$148M – – –
MRC
33
Millburn Ridgefield Corp
New York
$144M +$8.15K +41 +0%
CCA
34
Catalyst Capital Advisors
New York
$144M – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$138M +$1.51M +7,594 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$133M +$3.68M +18,503 +3%
RJA
37
Raymond James & Associates
Florida
$133M +$5.03M +25,288 +4%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$115M +$5.41M +27,121 +5%
Truist Financial
39
Truist Financial
North Carolina
$110M -$5.75M -28,929 -5%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$108M -$2.47M -12,407 -2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$99M +$12.8M +64,149 +15%
EA
42
Efficient Advisors
Ohio
$93.3M +$6.39M +32,107 +7%
BPWM
43
Badgley Phelps Wealth Managers
Washington
$89M +$1.66M +8,364 +2%
State Street
44
State Street
Massachusetts
$88.5M -$32.1M -161,594 -27%
US Bancorp
45
US Bancorp
Minnesota
$85.7M -$5.69M -28,629 -6%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$85.2M -$469K -2,360 -0.5%
Vanguard Group
47
Vanguard Group
Pennsylvania
$80.1M +$2.05M +10,322 +3%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$78.9M -$56.7M -285,331 -42%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$77.7M +$55.8M +280,652 +255%
PA
50
Pinnacle Associates
New York
$77.1M +$584K +2,934 +0.8%
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