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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 %
IGWM
826
ICA Group Wealth Management
Colorado
$1.48M +$795K +3,998 +116%
IAG
827
Investment Advisory Group
Massachusetts
$1.48M +$51.9K +261 +4%
AIM
828
Alhambra Investment Management
Florida
$1.48M +$1.48M +7,422 New
MI
829
Moneywise Inc
Virginia
$1.47M -$40.4K -203 -3%
BAG
830
Bridgewealth Advisory Group
California
$1.45M +$16.9K +85 +1%
ATC
831
Argent Trust Co
Tennessee
$1.44M -$115K -578 -7%
FPIS
832
Financial Planning & Information Services
Wisconsin
$1.43M +$80K +402 +6%
CWM
833
Certus Wealth Management
California
$1.43M +$1.43M +7,179 New
SAM
834
Secure Asset Management
Michigan
$1.43M +$1.43M +7,171 New
FB
835
Fulton Bank
Pennsylvania
$1.41M – – –
TCOV
836
Trust Company of Vermont
Vermont
$1.4M +$26.1K +131 +2%
SSW
837
Stone Summit Wealth
Florida
$1.4M +$155K +777 +12%
RBC
838
Romano Brothers & Co
Illinois
$1.39M +$57.7K +290 +4%
CAL
839
Capital Analysts LLC
Pennsylvania
$1.38M +$372K +1,896 +37%
CIC
840
Carnegie Investment Counsel
Ohio
$1.38M +$71.6K +360 +5%
SIA
841
Soltis Investment Advisors
Utah
$1.37M +$78.2K +393 +6%
SNBOSCI
842
Security National Bank of Sioux City Iowa
Iowa
$1.36M +$1.36M +6,857 New
KA
843
Kovack Advisors
Florida
$1.36M -$174K -874 -11%
SPI
844
Santori & Peters Inc
Pennsylvania
$1.35M +$151K +759 +13%
BC
845
Barrett & Company
Rhode Island
$1.34M +$29.8K +150 +2%
PIFP
846
Partners in Financial Planning
Virginia
$1.34M +$1.99K +10 +0.1%
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$1.34M +$443K +2,226 +49%
PCM
848
Passive Capital Management
Maryland
$1.34M – – –
GA
849
GFS Advisors
Texas
$1.34M -$75.6K -380 -5%
SIAS
850
Summit Investment Advisory Services
Minnesota
$1.34M -$17.9K -90 -1%
32 33
34
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