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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 %
TP
1001
Tranquility Partners
Tennessee
$829K +$158K +794 +24%
DSA
1002
Droms Strauss Advisors
Missouri
$817K -$139K -703 -15%
BCP
1003
Berkeley Capital Partners
Georgia
$815K +$7.76K +39 +1%
RW
1004
REDW Wealth
New Mexico
$815K -$104K -524 -11%
LW
1005
Libra Wealth
California
$814K -$20.7K -104 -2%
EFG
1006
Everhart Financial Group
Ohio
$797K -$8.92K -46 -1%
CCFM
1007
Clear Creek Financial Management
Washington
$796K -$82.3K -414 -9%
HS
1008
Horan Securities
United States
$796K +$74.6K +375 +10%
TWD
1009
True Wealth Design
Ohio
$795K – – –
SWA
1010
Sightline Wealth Advisors
Connecticut
$793K – – –
SCM
1011
Spreng Capital Management
Ohio
$780K -$46.3K -233 -6%
DI
1012
DFPG Investments
Utah
$780K +$61.2K +295 +9%
EWA
1013
Etesian Wealth Advisors
Oregon
$778K +$7.16K +36 +0.9%
CPSAC
1014
Chas P. Smith & Associates (CPS)
Florida
$776K -$4.77K -24 -0.6%
BONH
1015
Bank of New Hampshire
New Hampshire
$772K +$11.9K +60 +2%
YIA
1016
YHB Investment Advisors
Connecticut
$770K -$199 -1 -0%
LDB
1017
Lee, Danner & Bass
Tennessee
$770K +$10.9K +55 +1%
WA
1018
Waterford Advisors
New York
$761K -$5.37K -27 -0.7%
FAIM
1019
Financial Advocates Investment Management
Washington
$759K -$189K -948 -20%
RCG
1020
Regatta Capital Group
California
$758K +$6.36K +32 +0.8%
IF
1021
Ironwood Financial
Arizona
$753K +$59.9K +301 +9%
IIC
1022
Integrated Investment Consultants
Michigan
$753K +$24.3K +122 +3%
HCM
1023
Hall Capital Management
Rhode Island
$751K +$56.5K +284 +8%
WC
1024
Waterloo Capital
Texas
$747K +$120K +602 +19%
CA
1025
CGN Advisors
Kansas
$745K +$14.7K +74 +2%
39 40
41
42 43