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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 %
MFG
726
Merit Financial Group
Georgia
$2.01M -$98.8K -497 -5%
JPLA
727
Joseph P. Lucia & Associates
New York
$2.01M -$222K -1,117 -10%
RI
728
Ridgewood Investments
New Jersey
$2M +$107K +538 +6%
TI
729
Tidal Investments
Wisconsin
$1.99M +$1.99M +10,018 New
TF
730
Tompkins Financial
New York
$1.99M -$6.56K -33 -0.3%
EGWAG
731
Elwood & Goetz Wealth Advisory Group
Georgia
$1.99M – – –
LAM
732
Lynch Asset Management
Pennsylvania
$1.99M – – –
MFIMFI
733
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.99M – – –
ACI
734
Alpha Cubed Investments
California
$1.98M -$380K -1,912 -16%
SFS
735
Security Financial Services
Indiana
$1.98M +$90.7K +456 +5%
DCM
736
Dimension Capital Management
Florida
$1.96M – – –
CFA
737
Cahill Financial Advisors
Minnesota
$1.95M +$186K +936 +11%
CAM
738
Columbia Asset Management
Michigan
$1.95M +$73.8K +371 +4%
AFO
739
Arrowroot Family Office
California
$1.93M +$57.7K +290 +3%
WIM
740
Westside Investment Management
California
$1.93M +$23.9K +120 +1%
ML
741
Mayport LLC
Massachusetts
$1.93M -$1.39K -7 -0.1%
JFA
742
JNBA Financial Advisors
Minnesota
$1.92M -$15.3K -77 -0.8%
B
743
Bailard
California
$1.91M – – –
TC
744
TownSquare Capital
Utah
$1.91M +$969K +4,874 +103%
TI
745
Truepoint Inc
Ohio
$1.91M +$5.17K +26 +0.3%
GL
746
Graypoint LLC
New York
$1.9M -$254K -1,277 -12%
PFSC
747
Peoples Financial Services Corp
Pennsylvania
$1.89M +$225K +1,130 +13%
SAF
748
Smith Anglin Financial
Texas
$1.89M +$5.37K +27 +0.3%
LHEI
749
Leo H. Evart Inc
California
$1.89M +$6.36K +32 +0.3%
PFP
750
Pinnacle Financial Partners
Tennessee
$1.89M +$25.1K +126 +1%
28 29
30
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