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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 %
CP
701
Camelot Portfolios
Ohio
$2.14M -$80.1K -403 -4%
D
702
Dentgroup
Louisiana
$2.14M +$6.17K +31 +0.3%
SOS
703
Silver Oak Securities
Tennessee
$2.14M -$66.8K -336 -3%
DP
704
Denver PWM
Colorado
$2.13M +$136K +690 +7%
TFM
705
TFC Financial Management
Massachusetts
$2.13M +$57.5K +289 +3%
SWA
706
Strategies Wealth Advisors
Michigan
$2.13M +$7.56K +38 +0.4%
PWP
707
Principle Wealth Partners
Connecticut
$2.12M +$366K +1,840 +21%
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$2.11M +$9.75K +49 +0.5%
BF
709
Brooklyn FI
New York
$2.11M +$2.11M +10,618 New
MSS
710
Mitchell Sinkler & Starr
Pennsylvania
$2.11M -$98.5K -495 -4%
SEI Investments
711
SEI Investments
Pennsylvania
$2.11M -$30.2K -152 -1%
BCM
712
BTC Capital Management
Iowa
$2.09M – – –
IWM
713
IHT Wealth Management
Illinois
$2.08M -$164K -825 -7%
SC
714
Sepio Capital
Utah
$2.08M -$43.2K -217 -2%
DWP
715
Destiny Wealth Partners
Florida
$2.08M +$163K +795 +9%
SYBT
716
Stock Yards Bank & Trust
Kentucky
$2.08M -$55.5K -279 -3%
NEWAS
717
N.E.W. Advisory Services
Wisconsin
$2.07M -$108K -544 -5%
VCM
718
Vivaldi Capital Management
Illinois
$2.07M -$2.39K -12 -0.1%
VCM
719
Viewpoint Capital Management
Washington
$2.07M – – –
WTA
720
Washington Trust Advisors
Massachusetts
$2.07M -$22.5K -113 -1%
SW
721
SkyOak Wealth
Michigan
$2.05M +$39K +196 +2%
SFWC
722
Strategic Family Wealth Counselors
New Jersey
$2.04M -$22.3K -112 -1%
CFA
723
CWS Financial Advisors
Michigan
$2.03M -$34.8K -175 -2%
FFN
724
Focus Financial Network
Minnesota
$2.02M +$285K +1,432 +16%
HF
725
Halpern Financial
Virginia
$2.02M +$1.93M +9,720 +2,337%
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