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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 %
ECM
976
Exchange Capital Management
Michigan
$897K +$104K +524 +13%
Principal Financial Group
977
Principal Financial Group
Iowa
$894K +$234K +1,179 +36%
HWA
978
Heritage Wealth Advisors
Virginia
$893K +$80K +402 +10%
CWM
979
Cahill Wealth Management
Michigan
$889K -$15.7K -79 -2%
SVWAG
980
Sound View Wealth Advisors Group
Georgia
$889K +$18.5K +93 +2%
SWM
981
SeaCrest Wealth Management
New York
$883K +$94.3K +474 +12%
NGA
982
Naples Global Advisors
Florida
$881K +$12.7K +64 +1%
Jane Street
983
Jane Street
New York
$876K -$16.1M -80,934 -95%
XF
984
XML Financial
Maryland
$873K -$38.8K -195 -4%
CCA
985
Conservest Capital Advisors
Pennsylvania
$872K +$45.4K +228 +5%
CAM
986
CPA Asset Management
Florida
$871K – – –
SCA
987
Stillwater Capital Advisors
Pennsylvania
$867K +$47.7K +240 +6%
GSWM
988
Greenup Street Wealth Management
Michigan
$867K +$591K +2,971 +214%
RWM
989
Ritholtz Wealth Management
New York
$866K +$54.5K +274 +7%
AWM
990
Aspire Wealth Management
Massachusetts
$863K +$26.6K +134 +3%
LPAM
991
Lodestar Private Asset Management
California
$860K -$6.36K -32 -0.7%
NCM
992
Northwest Capital Management
Oregon
$856K -$199 -1 -0%
VFIC
993
Valley Forge Investment Consultants
Pennsylvania
$856K -$77.6K -390 -8%
JWM
994
Jeppson Wealth Management
California
$856K -$50.5K -254 -6%
BOM
995
Bank of Marin
California
$855K – – –
ARC
996
Advisor Resource Council
Texas
$853K -$239K -1,201 -22%
WFAG
997
Wescott Financial Advisory Group
Pennsylvania
$845K -$64.4K -324 -7%
TCM
998
Traynor Capital Management
Pennsylvania
$839K +$7.36K +37 +0.9%
RWM
999
Rockwood Wealth Management
Pennsylvania
$838K +$71.6K +360 +9%
TA
1000
TFB Advisors
Kansas
$838K +$493K +2,481 +143%
38 39
40
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