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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 %
VWM
951
Venturi Wealth Management
Texas
$972K -$208K -1,048 -18%
SG
952
Somerset Group
Minnesota
$971K +$22.5K +113 +2%
RA
953
Rodgers & Associates
Pennsylvania
$970K – – –
ZB
954
Zions Bancorporation
Utah
$960K – – –
FFA
955
Founders Financial Alliance
North Carolina
$955K – – –
RWM
956
Revisor Wealth Management
Ohio
$955K -$5.17K -26 -0.5%
LFS
957
Lutz Financial Services
Nebraska
$955K – – –
1SB
958
1ST Source Bank
Indiana
$954K -$36.6K -184 -4%
PTC
959
Private Trust Company
Ohio
$949K -$589K -2,963 -38%
PI
960
PFG Investments
New York
$947K +$447K +2,248 +89%
CT
961
Coastline Trust
Rhode Island
$944K +$944K +4,745 New
RCA
962
Ranch Capital Advisors
Florida
$938K +$4.38K +22 +0.5%
NFP
963
NorthLanding Financial Partners
New York
$936K -$1.35M -6,808 -59%
BC
964
Brio Consultants
California
$932K +$230K +1,156 +33%
AMM
965
American Money Management
California
$926K -$8.75K -44 -0.9%
OFG
966
Oxford Financial Group
Indiana
$925K – – –
ORC
967
O'Rourke & Company
Massachusetts
$920K -$15.9K -80 -2%
GWM
968
Geneos Wealth Management
Colorado
$919K +$360K +1,808 +64%
FIA
969
Foundations Investment Advisors
Arizona
$914K +$177K +888 +24%
DFC
970
DBK Financial Counsel
Ohio
$913K +$12.1K +61 +1%
Wealth Enhancement Advisory Services
971
Wealth Enhancement Advisory Services
Minnesota
$911K -$263K -1,320 -22%
PO
972
Private Ocean
California
$904K -$108K -542 -11%
VFG
973
V2 Financial group
Illinois
$900K -$13.5K -68 -1%
SNBOSD
974
Security National Bank of So Dak
Iowa
$900K +$900K +4,523 New
MIG
975
McGuire Investment Group
Rhode Island
$898K +$131K +657 +17%
37 38
39
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