VB icon

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 %
EAM
901
Evanson Asset Management
California
$1.11M -$122K -611 -10%
CPP
902
Capasso Planning Partners
South Carolina
$1.11M +$18.1K +91 +2%
TFCP
903
Twin Focus Capital Partners
Massachusetts
$1.1M -$56.7K -285 -5%
AP
904
Adero Partners
California
$1.1M -$206K -1,034 -16%
CSIC
905
Clifford Swan Investment Counsel
California
$1.1M – – –
BBPWM
906
Blue Bell Private Wealth Management
Pennsylvania
$1.1M +$1.07M +5,365 +3,553%
SCP
907
Shorepoint Capital Partners
Massachusetts
$1.1M -$995 -5 -0.1%
TFF
908
The Family Firm
Maryland
$1.09M -$25.3K -127 -2%
FCBT
909
First Citizens Bank & Trust
North Carolina
$1.09M -$44.8K -225 -4%
OA
910
Oxbow Advisors
Texas
$1.08M – – –
DI
911
Disciplined Investments
Oklahoma
$1.08M -$32.4K -163 -3%
RWM
912
Refined Wealth Management
Utah
$1.08M +$16.1K +81 +2%
GW
913
GW & Wade
Massachusetts
$1.08M +$199 +1 +0%
RRA
914
Round Rock Advisors
Connecticut
$1.07M -$19.9K -100 -2%
VAS
915
Vestmark Advisory Solutions
Massachusetts
$1.07M +$741K +3,724 +225%
DWM
916
Defined Wealth Management
Oregon
$1.07M +$85.3K +429 +9%
TCPWM
917
Traverso Chambers Private Wealth Management
California
$1.07M -$62.5K -314 -6%
KIA
918
KCM Investment Advisors
California
$1.07M -$108K -544 -9%
BWP
919
BSW Wealth Partners
Colorado
$1.07M -$31.8K -160 -3%
Susquehanna International Group
920
Susquehanna International Group
Pennsylvania
$1.06M -$4.85M -24,396 -82%
LPT
921
Legacy Private Trust
Wisconsin
$1.06M -$370K -1,860 -26%
SHFA
922
SC&H Financial Advisors
Maryland
$1.06M -$8.55K -43 -0.8%
SF
923
Safeguard Financial
Wisconsin
$1.06M -$1.99K -10 -0.2%
SGCA
924
Steel Grove Capital Advisors
Tennessee
$1.05M -$59.9K -301 -5%
VFA
925
Valeo Financial Advisors
Indiana
$1.05M -$5.77K -29 -0.5%
35 36
37
38 39