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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 %
AI
601
Accredited Investors
Minnesota
$2.87M -$16.3K -82 -0.6%
GSIS
602
Global Strategic Investment Solutions
Arizona
$2.85M -$137K -691 -5%
DWM
603
Dakota Wealth Management
Florida
$2.84M -$99.8K -502 -3%
LSAG
604
Lake Street Advisors Group
New Hampshire
$2.82M -$24.1K -121 -0.8%
GPWA
605
Great Point Wealth Advisors
Massachusetts
$2.82M +$4.38K +22 +0.2%
SF
606
Synovus Financial
Georgia
$2.82M +$27.2K +137 +1%
BIM
607
Bridges Investment Management
Nebraska
$2.79M – – –
PFM
608
Phillips Financial Management
Indiana
$2.79M -$14.3K -72 -0.5%
CAMG
609
CWA Asset Management Group
Florida
$2.79M -$374K -1,880 -12%
MF
610
Meridian Financial
Massachusetts
$2.79M -$4.58K -23 -0.2%
ONSWM
611
Old North State Wealth Management
North Carolina
$2.78M -$82.8K -416 -3%
MWM
612
Meridian Wealth Management
Kentucky
$2.77M +$58.5K +294 +2%
WFA
613
Wade Financial Advisory
California
$2.76M -$31.4K -158 -1%
SWA
614
SOA Wealth Advisors
New York
$2.75M -$171K -861 -6%
FRA
615
Frank Rimerman Advisors
California
$2.75M -$30.4K -153 -1%
CWM
616
Cranbrook Wealth Management
Michigan
$2.74M -$192K -966 -7%
AA
617
Alesco Advisors
New York
$2.74M – – –
BFA
618
Bragg Financial Advisors
North Carolina
$2.72M -$91.3K -459 -3%
WJWM
619
Williams Jones Wealth Management
New York
$2.72M -$78.8K -396 -3%
RFP
620
Roth Financial Partners
Texas
$2.71M -$25.9K -130 -0.9%
CI
621
Conning Inc
Connecticut
$2.71M – – –
SMC
622
Smith, Moore & Co
Missouri
$2.71M -$20.3K -102 -0.7%
SWA
623
Stratos Wealth Advisors
Ohio
$2.7M +$2.24M +11,247 +481%
AFP
624
Ausdal Financial Partners
Iowa
$2.7M -$70.2K -353 -3%
WA
625
WP Advisors
California
$2.69M +$135K +681 +5%
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