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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,661 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.48%
Holding in Top 10
165
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.94%
% of All Funds
2.63%
New
79
Increased
754
Reduced
586
Closed
62
Calls
$21.9M
Puts
$5.23M
Net Calls
+$16.7M
Net Calls Change
+$4.62M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
851
Annis Gardner Whiting Capital Advisors
Florida
$1.37M +$1.37M +7,221 New
CWM
852
Cherrydale Wealth Management
New Jersey
$1.36M +$1.36M +7,212 New
BFG
853
Beacon Financial Group
Texas
$1.35M -$961K -4,781 -42%
WIA
854
World Investment Advisors
California
$1.35M -$174K -921 -11%
GIA
855
Gladstone Institutional Advisory
Florida
$1.34M -$160K -845 -11%
FPIS
856
Financial Planning & Information Services
Wisconsin
$1.33M -$32.1K -170 -2%
TA
857
Tiedemann Advisors
New York
$1.33M +$369K +1,950 +38%
AAM
858
Ameraudi Asset Management
New York
$1.33M -$130K -685 -9%
FB
859
Fulton Bank
Pennsylvania
$1.32M -$17K -90 -1%
ESB
860
Essex Savings Bank
Connecticut
$1.32M +$69.6K +368 +6%
SPI
861
Santori & Peters Inc
Pennsylvania
$1.31M +$18.9K +100 +1%
FCM
862
Family Capital Management
Michigan
$1.3M +$94.7K +501 +8%
KA
863
Kovack Advisors
Florida
$1.3M +$6.62K +35 +0.5%
SNBOSCI
864
Security National Bank of Sioux City Iowa
Iowa
$1.3M -$945 -5 -0.1%
RBC
865
Romano Brothers & Co
Illinois
$1.29M -$33.5K -177 -3%
SFG
866
Sunburst Financial Group
Alabama
$1.28M +$30.6K +162 +2%
CAL
867
Capital Analysts LLC
Pennsylvania
$1.28M -$55.6K -294 -4%
PIFP
868
Partners in Financial Planning
Virginia
$1.28M +$1.89K +10 +0.1%
Luther King Capital Management (LKCM)
869
Luther King Capital Management (LKCM)
Texas
$1.28M -$1.32M – –
MFG
870
MidWestOne Financial Group
Iowa
$1.27M +$936K +4,953 +277%
PCM
871
Passive Capital Management
Maryland
$1.27M – – –
CWP
872
Cyndeo Wealth Partners
Florida
$1.27M +$3.03K +16 +0.2%
SIAS
873
Summit Investment Advisory Services
Minnesota
$1.27M +$567 +3 +0%
GA
874
GFS Advisors
Texas
$1.27M – – –
HWM
875
Hohimer Wealth Management
Washington
$1.26M +$740K +3,913 +141%
33 34
35
36 37