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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 %
WFA
851
Wellspring Financial Advisors
Ohio
$1.33M -$551K -2,768 -29%
CWP
852
Cyndeo Wealth Partners
Florida
$1.33M – – –
Luther King Capital Management (LKCM)
853
Luther King Capital Management (LKCM)
Texas
$1.32M -$1.25M – –
SFG
854
Sunburst Financial Group
Alabama
$1.32M +$348K +1,751 +36%
WP
855
WMS Partners
Maryland
$1.31M – – –
ESB
856
Essex Savings Bank
Connecticut
$1.31M -$55.7K -280 -4%
API
857
Advisor Partners II
California
$1.3M -$85.7K -431 -6%
VC
858
Vicus Capital
Pennsylvania
$1.29M +$5.57K +28 +0.4%
EBA
859
Eagle Bay Advisors
New York
$1.28M -$597 -3 -0%
FCM
860
Family Capital Management
Michigan
$1.27M +$70.4K +354 +6%
SC
861
SouthState Corp
Florida
$1.27M -$1.19K -6 -0.1%
AL
862
ACAS LLC
California
$1.27M -$39.2K -197 -3%
SSWG
863
Seven Springs Wealth Group
Tennessee
$1.26M +$29.2K +147 +2%
BMCM
864
Bryn Mawr Capital Management
Pennsylvania
$1.26M – – –
FPCP
865
Fort Point Capital Partners
California
$1.26M +$523K +2,628 +71%
CPA
866
Cardiff Park Advisors
California
$1.25M +$4.18K +21 +0.3%
LNWWM
867
Laird Norton Wetherby Wealth Management
California
$1.25M -$79.2K -398 -6%
FNBT
868
FineMark National Bank & Trust
Florida
$1.24M -$313K -1,572 -20%
KWM
869
Kingsview Wealth Management
Oregon
$1.24M +$123K +616 +11%
RIM
870
Rockbridge Investment Management
New York
$1.24M +$4.38K +22 +0.4%
MFWP
871
Mosaic Family Wealth Partners
Missouri
$1.23M – – –
BFIM
872
Beese Fulmer Investment Management
Ohio
$1.22M -$5.97K -30 -0.5%
HCC
873
Hirtle Callaghan & Co
Pennsylvania
$1.21M +$18.3K +92 +2%
FI
874
FIDELIS iM
Oregon
$1.21M – – –
AWA
875
Alta Wealth Advisors
Massachusetts
$1.2M +$2.39K +12 +0.2%
33 34
35
36 37