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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,661 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.48%
Holding in Top 10
165
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.94%
% of All Funds
2.63%
New
79
Increased
754
Reduced
586
Closed
62
Calls
$21.9M
Puts
$5.23M
Net Calls
+$16.7M
Net Calls Change
+$4.62M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
601
Courier Capital
New York
$2.82M +$25.3K +134 +0.9%
HF
602
Halpern Financial
Virginia
$2.81M +$897K +4,745 +47%
BKA
603
Brick & Kyle Associates
Pennsylvania
$2.81M -$8.32K -44 -0.3%
GCA
604
Gradient Capital Advisors
California
$2.78M +$24.6K +130 +0.9%
WWC
605
Waypoint Wealth Counsel
Georgia
$2.78M +$3.59K +19 +0.1%
PBF
606
Petix & Botte Financial
California
$2.78M -$18.9K -100 -0.7%
KPWG
607
KFA Private Wealth Group
Virginia
$2.76M -$27.4K -145 -1%
LFAS
608
Level Four Advisory Services
Texas
$2.76M +$262K +1,386 +11%
SC
609
Sepio Capital
Utah
$2.75M +$772K +4,081 +39%
DC
610
Davenport & Co
Virginia
$2.74M +$211K +1,116 +8%
AI
611
Accredited Investors
Minnesota
$2.72M – – –
HCMT
612
Highland Capital Management (Tennessee)
Tennessee
$2.72M +$187K +990 +7%
SFPM
613
Sensible Financial Planning & Management
Massachusetts
$2.7M -$430K -2,275 -14%
ODIJL
614
One Day In July LLC
Vermont
$2.69M -$109K -578 -4%
LSAG
615
Lake Street Advisors Group
New Hampshire
$2.69M +$6.05K +32 +0.2%
GPWA
616
Great Point Wealth Advisors
Massachusetts
$2.68M – – –
SSB
617
Sandy Spring Bank
Maryland
$2.68M +$125K +662 +5%
SF
618
Synovus Financial
Georgia
$2.68M -$3.78K -20 -0.1%
OFS
619
OneAscent Financial Services
Alabama
$2.67M +$2.67M +14,122 New
MF
620
Meridian Financial
Massachusetts
$2.65M – – –
DWT
621
Dorsey & Whitney Trust
South Dakota
$2.65M +$117K +621 +5%
MWM
622
Meridian Wealth Management
Kentucky
$2.63M +$3.97K +21 +0.2%
BFA
623
Bragg Financial Advisors
North Carolina
$2.62M +$39.3K +208 +2%
WFA
624
Wade Financial Advisory
California
$2.62M -$189 -1 -0%
FRA
625
Frank Rimerman Advisors
California
$2.61M – – –
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