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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 %
GIA
801
Gladstone Institutional Advisory
Florida
$1.58M -$1.56M -7,827 -50%
TCA
802
Transcend Capital Advisors
New Jersey
$1.58M +$3.98K +20 +0.3%
WS
803
Wedbush Securities
California
$1.58M +$98.5K +495 +7%
ACIM
804
Azimuth Capital Investment Management
Michigan
$1.57M +$199 +1 +0%
FFC
805
First Financial Corp
Indiana
$1.56M +$29K +146 +2%
FNT
806
First National Trust
Pennsylvania
$1.56M -$14.9K -75 -0.9%
SWM
807
Spire Wealth Management
Virginia
$1.56M -$8.35K -42 -0.5%
CCM
808
Canal Capital Management
Virginia
$1.56M – – –
APWM
809
Argonautica Private Wealth Management
Massachusetts
$1.55M +$43.8K +220 +3%
SAM
810
Sawgrass Asset Management
Florida
$1.54M -$25.9K -130 -2%
WP
811
Wealthspan Partners
Iowa
$1.54M +$40.8K +205 +3%
AAM
812
Ameraudi Asset Management
New York
$1.53M +$95.3K +479 +7%
SFP
813
Sweet Financial Partners
Minnesota
$1.53M +$1.59K +8 +0.1%
SC
814
Schoolcraft Capital
Colorado
$1.53M -$33.8K -170 -2%
PSF
815
Pacific Sun Financial
California
$1.53M +$1.53M +8,064 New
GWMIA
816
Global Wealth Management Investment Advisory
Florida
$1.53M -$62.1K -312 -4%
RA
817
RFG Advisory
Alabama
$1.53M +$831K +4,176 +120%
FCP
818
Fidelis Capital Partners
Florida
$1.52M +$209K +1,053 +16%
RLIM
819
Red Lighthouse Investment Management
New York
$1.52M – – –
PCM
820
Parsons Capital Management
Rhode Island
$1.51M +$58.5K +294 +4%
TWA
821
TCI Wealth Advisors
Arizona
$1.51M +$97.1K +488 +7%
CFG
822
Carr Financial Group
Massachusetts
$1.51M -$19.3K -97 -1%
AWM
823
Adams Wealth Management
Utah
$1.5M +$37.2K +187 +3%
DSC
824
Duncker Streett & Co
Missouri
$1.5M +$4.58K +23 +0.3%
HWP
825
Highline Wealth Partners
California
$1.49M -$23.1K -116 -2%
31 32
33
34 35