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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,661 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.48%
Holding in Top 10
165
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.94%
% of All Funds
2.63%
New
79
Increased
754
Reduced
586
Closed
62
Calls
$21.9M
Puts
$5.23M
Net Calls
+$16.7M
Net Calls Change
+$4.62M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
1001
Naples Global Advisors
Florida
$833K -$4.73K -25 -0.6%
AMM
1002
American Money Management
California
$832K -$48.6K -257 -6%
CCA
1003
Conservest Capital Advisors
Pennsylvania
$831K +$1.89K +10 +0.2%
CAM
1004
CPA Asset Management
Florida
$828K – – –
BWM
1005
Baystate Wealth Management
Massachusetts
$827K -$149K -786 -15%
AWM
1006
Aspire Wealth Management
Massachusetts
$821K +$1.13K +6 +0.1%
SSA
1007
Schonfeld Strategic Advisors
New York
$818K +$818K +4,326 New
WWM
1008
Western Wealth Management
Colorado
$817K +$240K +1,272 +42%
SF
1009
Safeguard Financial
Wisconsin
$815K -$189K -1,002 -19%
VFIC
1010
Valley Forge Investment Consultants
Pennsylvania
$815K +$1.14K +6 +0.1%
NCM
1011
Northwest Capital Management
Oregon
$814K – – –
BOM
1012
Bank of Marin
California
$813K – – –
JWM
1013
Jeppson Wealth Management
California
$810K -$3.21K -17 -0.4%
YIH
1014
Y-Intercept (HK)
Hong Kong
$805K +$805K +4,259 New
TCM
1015
Traynor Capital Management
Pennsylvania
$800K +$3.03K +16 +0.4%
VFG
1016
V2 Financial group
Illinois
$799K -$56.3K -298 -7%
DSA
1017
Droms Strauss Advisors
Missouri
$798K +$16.6K +88 +2%
RWM
1018
Rockwood Wealth Management
Pennsylvania
$797K – – –
SCA
1019
Stillwater Capital Advisors
Pennsylvania
$786K -$38.8K -205 -5%
HWA
1020
Heritage Wealth Advisors
Virginia
$773K -$76K -402 -9%
CCFM
1021
Clear Creek Financial Management
Washington
$772K +$8.58K +45 +1%
EFG
1022
Everhart Financial Group
Ohio
$769K -$1.12K -6 -0.1%
DPI
1023
Diversified Portfolios Inc
Michigan
$767K +$69.4K +367 +10%
TWD
1024
True Wealth Design
Ohio
$760K +$3.59K +19 +0.5%
RW
1025
REDW Wealth
New Mexico
$758K -$17K -90 -2%
39 40
41
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