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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 %
CWM
526
Cornerstone Wealth Management
Missouri
$3.51M +$95.7K +481 +3%
PFS
527
Prospera Financial Services
Texas
$3.49M -$423K -2,125 -11%
ACP
528
Aveo Capital Partners
Colorado
$3.49M -$138K -695 -4%
MG
529
Mather Group
Illinois
$3.49M +$233K +1,170 +7%
RIG
530
Ramiah Investment Group
Wisconsin
$3.47M +$313K +1,574 +10%
CB
531
Commerce Bank
Missouri
$3.46M -$84.9K -427 -2%
GCP
532
Gill Capital Partners
Colorado
$3.46M +$161K +808 +5%
RBC
533
Roble Belko & Company
Pennsylvania
$3.46M -$31.6K -159 -0.9%
BTI
534
Blue Trust Inc
Georgia
$3.45M -$1.06M -5,614 -24%
MAG
535
Mokosak Advisory Group
Iowa
$3.44M +$22.5K +113 +0.7%
RFO
536
RiverGlades Family Offices
Florida
$3.44M – – –
FWS
537
FinDec Wealth Services
California
$3.42M +$71.2K +358 +2%
MAM
538
Mystic Asset Management
Rhode Island
$3.39M -$59.7K -300 -2%
WA
539
Wealth Alliance
New York
$3.38M -$109K -548 -3%
SQA
540
Simon Quick Advisors
New Jersey
$3.38M +$822K +4,135 +32%
RC
541
Roundview Capital
New Jersey
$3.37M +$429K +2,155 +15%
SAM
542
S.A. Mason
Michigan
$3.36M – – –
CHA
543
Carmichael Hill & Associates
Maryland
$3.36M +$194K +976 +6%
HI
544
Harbour Investments
Wisconsin
$3.33M +$180K +907 +6%
VCP
545
Verus Capital Partners
Arizona
$3.33M +$1.11M +5,561 +50%
MFG
546
Magnus Financial Group
New York
$3.32M +$71.6K +360 +2%
OSAM
547
O'Shaughnessy Asset Management
Connecticut
$3.31M -$5.18M -26,057 -61%
AWMNH
548
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.31M +$3.31M +16,635 New
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$3.3M +$1.12M +5,609 +51%
SFPM
550
Sensible Financial Planning & Management
Massachusetts
$3.3M -$221K -1,109 -6%
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