VB icon

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 %
VC
626
Vicus Capital
Pennsylvania
$2.6M +$1.37M +7,255 +112%
SWA
627
SOA Wealth Advisors
New York
$2.6M -$17K -90 -0.7%
AFP
628
Ausdal Financial Partners
Iowa
$2.58M +$7.75K +41 +0.3%
CI
629
Conning Inc
Connecticut
$2.58M – – –
AG
630
Ascent Group
Virginia
$2.57M -$26.8K -148 -1%
RFP
631
Roth Financial Partners
Texas
$2.57M -$7K -37 -0.3%
AWAP
632
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.57M +$99.3K +525 +4%
RPCONE
633
Retirement Planning Company of New England
Rhode Island
$2.57M +$1.04M +5,496 +68%
KWM
634
Kingsview Wealth Management
Oregon
$2.56M +$1.38M +7,317 +117%
WA
635
WP Advisors
California
$2.56M +$378 +2 +0%
OGF
636
Orin Green Financial
California
$2.55M -$223K -1,186 -8%
GPI
637
General Partner Inc
Pennsylvania
$2.55M – – –
TMWM
638
Taylor & Morgan Wealth Management
Michigan
$2.55M -$272K -1,439 -10%
ONSWM
639
Old North State Wealth Management
North Carolina
$2.55M -$97.3K -514 -4%
GWM
640
Greenwich Wealth Management
Connecticut
$2.54M +$18.7K +99 +0.7%
SMC
641
Smith, Moore & Co
Missouri
$2.53M -$39K -206 -2%
IRAG
642
Investment Research & Advisory Group
Georgia
$2.53M +$910K +4,814 +56%
BG
643
Benedetti & Gucer
Georgia
$2.52M +$51.2K +271 +2%
WJWM
644
Williams Jones Wealth Management
New York
$2.52M -$60.3K -319 -2%
DWM
645
Dakota Wealth Management
Florida
$2.52M -$178K -942 -7%
WF
646
Warner Financial
Maryland
$2.51M +$56.9K +301 +2%
WCM
647
Windham Capital Management
Massachusetts
$2.5M +$3.78K +20 +0.2%
ECA
648
Elevated Capital Advisors
Utah
$2.5M +$159K +840 +7%
BFG
649
Berger Financial Group
Minnesota
$2.49M +$447K +2,362 +22%
WF
650
Welch & Forbes
Massachusetts
$2.48M -$334K -1,765 -12%
24 25
26
27 28