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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
$167M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$248M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$77.7M
5
Morgan Stanley
Morgan Stanley
New York
$1.34B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$791M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
3
AAS
Annex Advisory Services
Wisconsin
$52.4M
4
LPL Financial
LPL Financial
California
$584M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MECA
76
Miller Equity Capital Advisors
Texas
$53.9M +$2.39M +11,994 +5%
IPW
77
Invictus Private Wealth
Colorado
$53.7M +$2.26M +11,340 +4%
AAS
78
Annex Advisory Services
Wisconsin
$52.4M -$168M -842,196 -76%
AssetMark Inc
79
AssetMark Inc
California
$49.4M +$1.45M +7,278 +3%
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$49.1M +$206K +1,038 +0.4%
EH
81
Equitable Holdings
New York
$48.5M +$748K +3,760 +2%
PAI
82
Pittenger & Anderson Inc
Nebraska
$48.3M +$1.75M +8,803 +4%
CAN
83
Cetera Advisor Networks
California
$46.5M +$7.54M +38,124 +19%
MW
84
Marcum Wealth
Ohio
$44.6M -$293K -1,474 -0.7%
AAS
85
Avantax Advisory Services
Texas
$43.3M -$281K -1,411 -0.6%
EIG
86
Ellenbecker Investment Group
Wisconsin
$43.3M +$2.04M +10,257 +5%
CTC
87
Central Trust Company
Missouri
$42.9M +$4M +20,127 +10%
Cerity Partners
88
Cerity Partners
New York
$41.5M +$5.15M +25,913 +14%
GC
89
Garde Capital
Washington
$41.3M +$2.22M +11,179 +6%
BlackRock
90
BlackRock
New York
$41.3M -$10.9M -54,610 -21%
JFGLC
91
Johnson Financial Group LLC (Colorado)
Colorado
$39.7M -$1.51M -7,588 -4%
Bessemer Group
92
Bessemer Group
New Jersey
$39.3M +$82.9K +417 +0.2%
CTB
93
Country Trust Bank
Illinois
$38M -$27K -136 -0.1%
AFAS
94
Acorn Financial Advisory Services
Virginia
$36.5M +$320K +1,609 +0.9%
KAS
95
Kestra Advisory Services
Texas
$36.4M +$1.02M +5,131 +3%
PA
96
Parallel Advisors
California
$35.8M -$803K -4,037 -2%
TTWM
97
TCV Trust & Wealth Management
Virginia
$35.6M +$21.5K +108 +0.1%
NA
98
NewEdge Advisors
Louisiana
$34.5M +$332K +1,667 +1%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$34.1M +$1.37M +6,873 +4%
CFG
100
Citizens Financial Group
Rhode Island
$32.4M -$1.77M -8,922 -5%
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