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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 %
SB
576
Strategic Blueprint
Georgia
$3.05M -$199K -1,000 -6%
BFP
577
Beacon Financial Planning
Massachusetts
$3.04M +$218K +1,098 +8%
SWM
578
Soundmark Wealth Management
Washington
$3.03M +$213K +1,072 +8%
LFA
579
Landmark Financial Advisors
Kentucky
$3.03M -$59.1K -297 -2%
AHC
580
Anderson Hoagland & Co
Missouri
$3.02M -$361K -1,815 -11%
CA
581
Claro Advisors
Massachusetts
$2.99M +$341K +1,716 +13%
RSWM
582
Robertson Stephens Wealth Management
California
$2.98M -$218K -1,094 -7%
MA
583
MAS Advisors
Florida
$2.97M -$100K -503 -3%
TMWM
584
Taylor & Morgan Wealth Management
Michigan
$2.97M +$53.1K +267 +2%
WF
585
Welch & Forbes
Massachusetts
$2.96M +$108K +543 +4%
ODIJL
586
One Day In July LLC
Vermont
$2.95M -$49.3K -248 -2%
PBF
587
Petix & Botte Financial
California
$2.94M +$1.37M +6,911 +88%
BKA
588
Brick & Kyle Associates
Pennsylvania
$2.94M +$90.9K +460 +3%
WB
589
West Bancorporation
Iowa
$2.94M +$266K +1,339 +10%
CC
590
Courier Capital
New York
$2.94M -$45.1K -227 -2%
KPWG
591
KFA Private Wealth Group
Virginia
$2.94M -$45.7K -230 -2%
CM
592
Columbus Macro
Pennsylvania
$2.93M +$1.1M +5,523 +60%
OGF
593
Orin Green Financial
California
$2.93M -$59.9K -301 -2%
GIM
594
Goelzer Investment Management
Indiana
$2.93M -$16.9K -85 -0.6%
KeyBank National Association
595
KeyBank National Association
Ohio
$2.92M -$222K -1,115 -7%
WWC
596
Waypoint Wealth Counsel
Georgia
$2.92M +$3.58K +18 +0.1%
IA
597
IFP Advisors
Florida
$2.92M +$1.39K +7 +0%
AG
598
Ascent Group
Virginia
$2.92M -$769K -3,779 -21%
GCA
599
Gradient Capital Advisors
California
$2.9M -$5.77K -29 -0.2%
CWC
600
Carolinas Wealth Consulting
North Carolina
$2.89M +$126K +631 +5%
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