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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 %
G
751
Gainplan
Michigan
$1.88M +$247K +1,243 +15%
TFO
752
Tarbox Family Office
California
$1.88M – – –
FT
753
Fiduciary Trust
Massachusetts
$1.87M -$20.5K -103 -1%
RWP
754
RWA Wealth Partners
Massachusetts
$1.87M +$1.59M +7,971 +561%
WCP
755
Wick Capital Partners
Pennsylvania
$1.86M -$78K -392 -4%
FA
756
FDx Advisors
Illinois
$1.86M -$10.9K -55 -0.6%
BBWP
757
Beacon Bridge Wealth Partners
Pennsylvania
$1.86M -$5.03M -25,298 -73%
MBFW
758
Morton Brown Family Wealth
Pennsylvania
$1.86M -$117K -587 -6%
CGPCS
759
Capital Group Private Client Services
California
$1.85M +$123K +616 +7%
IP
760
Investment Partners
Ohio
$1.84M -$107K -538 -5%
LWM
761
Liberty Wealth Management
California
$1.83M +$65.6K +330 +4%
JAG
762
Journey Advisory Group
Kentucky
$1.83M -$903K -4,539 -33%
EWA
763
Encompass Wealth Advisors
Oregon
$1.82M +$199 +1 +0%
AWM
764
Avior Wealth Management
Nebraska
$1.82M +$154K +784 +9%
OBWG
765
Onyx Bridge Wealth Group
New York
$1.81M -$141K -710 -7%
NEPWA
766
New England Private Wealth Advisors
Massachusetts
$1.8M +$330K +1,657 +22%
BJL
767
Brighton Jones LLC
Washington
$1.8M +$215K +1,083 +14%
LWP
768
Laurel Wealth Planning
Minnesota
$1.77M -$292K -1,466 -14%
JA
769
JVL Associates
Michigan
$1.76M +$295K +1,483 +20%
BHWM
770
Beaird Harris Wealth Management
Texas
$1.76M -$23.3K -117 -1%
AIM
771
Anchor Investment Management
South Carolina
$1.75M +$5.37K +27 +0.3%
EPP
772
ETF Portfolio Partners
Kansas
$1.73M +$92.7K +466 +6%
SFG
773
StrategIQ Financial Group
Indiana
$1.72M – – –
VBFP
774
Valtinson Bruner Financial Planning
Minnesota
$1.72M +$67.2K +338 +4%
MAM
775
McLean Asset Management
Virginia
$1.71M +$199 +1 +0%
29 30
31
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