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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 %
CSPAM
926
Cary Street Partners Asset Management
Virginia
$1.05M – – –
ASW
927
Astoria Strategic Wealth
Texas
$1.05M +$56.7K +285 +6%
SFC
928
Strategic Financial Concepts
Texas
$1.04M +$16.9K +85 +2%
Neuberger Berman Group
929
Neuberger Berman Group
New York
$1.03M -$75.4K -379 -7%
SWM
930
Silverlake Wealth Management
Vermont
$1.03M -$597 -3 -0.1%
BWM
931
Baystate Wealth Management
Massachusetts
$1.03M +$358K +1,800 +54%
CMBA
932
C.M. Bidwell & Associates
Hawaii
$1.02M +$24.9K +125 +2%
SFP
933
Strategic Financial Partners
Oregon
$1.02M +$64.6K +325 +7%
Fiera Capital (Canada)
934
Fiera Capital (Canada)
Quebec, Canada
$1.02M – – –
TA
935
Tiedemann Advisors
New York
$1.01M -$164K -825 -14%
ZF
936
Zhang Financial
Michigan
$1.01M -$1.6K -8 -0.2%
CAM
937
Cidel Asset Management
Ontario, Canada
$1M – – –
PA
938
Probity Advisors
Texas
$1M +$1M +5,037 New
VIM
939
Vista Investment Management
Pennsylvania
$1,000K -$31.6K -159 -3%
WRPWM
940
Werba Rubin Papier Wealth Management
California
$998K -$10.9K -55 -1%
JCM
941
Jag Capital Management
Missouri
$998K – – –
CWMGP
942
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$998K -$1.99K -10 -0.2%
FAB
943
First American Bank
Illinois
$996K +$1.99K +10 +0.2%
DFA
944
Delta Financial Advisors
Louisiana
$992K +$1.39K +7 +0.1%
MOS
945
MGO One Seven
Ohio
$983K -$783K -3,939 -44%
VC
946
Veery Capital
Delaware
$979K -$200K -1,004 -17%
PD
947
Planning Directions
Pennsylvania
$978K -$44.9K -226 -4%
PNC
948
Park National Corp
Ohio
$975K +$8.55K +43 +0.9%
AMR
949
Asset Management Resources
Massachusetts
$974K +$81.7K +411 +9%
NRI
950
NFP Retirement Inc
California
$973K +$187K +939 +24%
36 37
38
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