VB icon

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 %
GPI
626
General Partner Inc
Pennsylvania
$2.69M – – –
SSB
627
Sandy Spring Bank
Maryland
$2.68M +$188K +943 +8%
BW
628
BIP Wealth
Georgia
$2.68M +$680K +3,419 +34%
CI
629
Cordant Inc
Oregon
$2.68M -$201K -1,010 -7%
DC
630
Davenport & Co
Virginia
$2.66M +$77.6K +390 +3%
HCMT
631
Highland Capital Management (Tennessee)
Tennessee
$2.66M +$59.5K +299 +2%
DWT
632
Dorsey & Whitney Trust
South Dakota
$2.66M -$103K -516 -4%
CBFP
633
Cedar Brook Financial Partners
Ohio
$2.66M +$400K +2,012 +18%
GWM
634
Greenwich Wealth Management
Connecticut
$2.66M +$304K +1,526 +13%
WCM
635
Windham Capital Management
Massachusetts
$2.63M – – –
LFAS
636
Level Four Advisory Services
Texas
$2.62M +$284K +1,426 +12%
BWA
637
BDO Wealth Advisors
Florida
$2.6M -$75.2K -378 -3%
PAM
638
Peak Asset Management
Colorado
$2.6M -$150K -754 -5%
HT
639
Heritage Trust
Oklahoma
$2.6M – – –
BG
640
Benedetti & Gucer
Georgia
$2.6M +$231K +1,160 +10%
MCWS
641
McKinley Carter Wealth Services
West Virginia
$2.6M +$101K +507 +4%
AWAP
642
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.6M +$59.7K +300 +2%
PIAS
643
PCA Investment Advisory Services
Ohio
$2.6M -$121K -607 -4%
PFG
644
Pinnacle Financial Group
Illinois
$2.6M +$138K +692 +6%
TFA
645
Trinity Financial Advisors
Ohio
$2.59M -$6.17K -31 -0.2%
WF
646
Warner Financial
Maryland
$2.59M +$61.5K +309 +2%
BAMG
647
Brand Asset Management Group
Missouri
$2.58M +$129K +650 +5%
UB
648
UMB Bank
Missouri
$2.57M -$129K -648 -5%
SCM
649
SOL Capital Management
Maryland
$2.56M -$117K -588 -4%
OCM
650
Objective Capital Management
Ohio
$2.53M -$180K -907 -7%
24 25
26
27 28