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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 %
STB
876
S&T Bank
Pennsylvania
$1.19M – – –
WPC
877
Waters Parkerson & Co
Louisiana
$1.19M -$22.5K -113 -2%
ES
878
Eagle Strategies
New York
$1.19M -$53.3K -268 -4%
GT
879
Greenleaf Trust
Michigan
$1.17M -$10.5K -53 -0.9%
SWA
880
Sutton Wealth Advisors
Florida
$1.17M -$145K -730 -11%
LG
881
LAM Group
Oregon
$1.17M -$33.8K -170 -3%
PCP
882
Proficio Capital Partners
Massachusetts
$1.17M +$910K +4,574 +349%
MWP
883
Meridian Wealth Partners
Pennsylvania
$1.16M +$13.5K +68 +1%
NRC
884
New Republic Capital
North Carolina
$1.16M – – –
KFP
885
KMG Fiduciary Partners
Ohio
$1.16M +$103K +516 +10%
RW
886
Rede Wealth
Virginia
$1.16M +$12.3K +62 +1%
BAM
887
BOS Asset Management
Illinois
$1.15M +$796 +4 +0.1%
KP
888
Keel Point
Alabama
$1.15M -$41.6K -209 -3%
CWA
889
Cornerstone Wealth Advisors
Minnesota
$1.15M -$26.5K -133 -2%
FBFS
890
First Business Financial Services
Wisconsin
$1.15M +$7.36K +37 +0.6%
GC
891
Gibson Capital
Pennsylvania
$1.15M – – –
RWG
892
Regal Wealth Group
California
$1.15M -$197 -1 -0%
VFP
893
Verus Financial Partners
Virginia
$1.15M -$102K -497 -8%
BIA
894
Bell Investment Advisors
California
$1.14M -$31.8K -160 -3%
CWM
895
Circle Wealth Management
New Jersey
$1.14M – – –
IAA
896
Independent Advisor Alliance
North Carolina
$1.13M +$218K +1,098 +24%
MAS
897
Madden Advisory Services
Florida
$1.13M +$7.96K +40 +0.7%
TA
898
TFG Advisers
Michigan
$1.12M -$19.5K -98 -2%
CSWM
899
Cassady Schiller Wealth Management
Ohio
$1.12M +$51.5K +259 +5%
QCG
900
Quadrant Capital Group
Ohio
$1.12M -$24.3K -122 -2%
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