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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 %
NFG
651
Nations Financial Group
Iowa
$2.52M -$7.16K -36 -0.3%
MIS
652
Morningstar Investment Services
Illinois
$2.49M +$90.7K +460 +4%
EDRH
653
Edmond de Rothschild Holding
Switzerland
$2.49M – – –
MFGM
654
Marshall Financial Group (Maryland)
Maryland
$2.46M -$274K -1,380 -10%
ECA
655
Elevated Capital Advisors
Utah
$2.46M +$145K +730 +6%
ACA
656
Affinity Capital Advisors
California
$2.45M -$309K -1,554 -11%
SFA
657
Sequoia Financial Advisors
Ohio
$2.44M -$55.1K -277 -2%
AIA
658
Angeles Investment Advisors
California
$2.43M +$457K +2,300 +23%
R
659
Rebalance
California
$2.41M +$68.8K +346 +3%
WP
660
WealthSource Partners
California
$2.41M -$41.8K -210 -2%
MA
661
Mosaic Advisors
Texas
$2.41M -$10.1K -51 -0.4%
MHIC
662
Marble Harbor Investment Counsel
Massachusetts
$2.41M -$85.5K -430 -3%
FA
663
Flagstar Advisors
New York
$2.4M -$50.7K -255 -2%
PA
664
Procyon Advisors
Connecticut
$2.39M -$178K -894 -7%
MWP
665
MYCIO Wealth Partners
Pennsylvania
$2.39M +$2.59K +13 +0.1%
EWM
666
Evermay Wealth Management
Virginia
$2.39M -$16.5K -83 -0.7%
MFT
667
Moisand Fitzgerald Tamayo
Florida
$2.38M -$45.5K -229 -2%
MAM
668
Marquette Asset Management
Minnesota
$2.38M -$9.95K -50 -0.4%
OWA
669
Octavia Wealth Advisors
Ohio
$2.36M -$14.7K -74 -0.6%
KA
670
Klingman & Associates
New York
$2.35M +$92.3K +464 +4%
GLA
671
Great Lakes Advisors
Illinois
$2.33M -$34.8K -175 -1%
WB
672
WesBanco Bank
West Virginia
$2.33M -$2.55M -12,844 -52%
TWM
673
Tanager Wealth Management
United Kingdom
$2.3M -$207K -1,039 -8%
ME
674
McIlrath & Eck
Washington
$2.3M +$501K +2,517 +28%
CA
675
CoreCap Advisors
Michigan
$2.3M +$2.3M +11,559 New
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