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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
$293M
3
State Street
State Street
Massachusetts
$135M
4
Comerica Bank
Comerica Bank
Texas
$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$796M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$36.1M
2
MRC
Millburn Ridgefield Corp
New York
$61.9M
3
CCA
Catalyst Capital Advisors
New York
$61.9M
4
Bank of America
Bank of America
North Carolina
$3.71B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$19.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$70.6M +$9.61M +50,818 +16%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$70.5M +$1.64M +8,672 +2%
MML Investors Services
53
MML Investors Services
Massachusetts
$69.9M +$5.05M +26,696 +8%
MGIA
54
Moneta Group Investment Advisors
Missouri
$69.9M +$5.23M +27,650 +8%
WANY
55
Wealthspire Advisors (New York)
New York
$69.3M +$5.77M +30,495 +9%
KIM
56
Karpus Investment Management
New York
$68.4M -$1.53M -8,103 -2%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$67.7M -$497K -2,631 -0.7%
HWA
58
Heartwood Wealth Advisors
Virginia
$65.3M +$300K +1,588 +0.5%
BAAM
59
Baker Avenue Asset Management
California
$64.2M +$4.78M +25,271 +8%
M&T Bank
60
M&T Bank
New York
$63.1M -$1.5M -7,953 -2%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$63M -$12M -63,474 -16%
PAG
62
Private Advisor Group
New Jersey
$63M +$3.25M +17,201 +5%
MRC
63
Millburn Ridgefield Corp
New York
$61.9M -$75M -396,729 -55%
CCA
64
Catalyst Capital Advisors
New York
$61.9M -$75M -396,614 -55%
CFB
65
Cullen/Frost Bankers
Texas
$61.1M +$2.48M +13,139 +4%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$60.4M -$958K -5,065 -2%
Citigroup
67
Citigroup
New York
$59.7M +$1.51M +7,998 +3%
NHC
68
Nicholas Hoffman & Company
Georgia
$57.9M +$4.61M +24,395 +9%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$57.3M -$711K -3,763 -1%
CIAS
70
CBIZ Investment Advisory Services
Ohio
$57.3M -$1.47M -7,786 -3%
CA
71
Clearstead Advisors
Ohio
$57.2M +$28.4M +150,220 +99%
VCP
72
Vista Capital Partners
Oregon
$55.9M -$1.53M -8,094 -3%
MMA
73
Miracle Mile Advisors
California
$55.3M +$2.22M +11,727 +4%
AT
74
American Trust
Kentucky
$55M +$1.76M +9,333 +3%
MECA
75
Miller Equity Capital Advisors
Texas
$53M +$1.8M +9,517 +4%
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