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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 %
NSIM
1026
North Star Investment Management
Illinois
$744K -$68.6K -345 -8%
BFM
1027
Boston Financial Management
Massachusetts
$743K +$25.9K +130 +4%
JCM
1028
J2 Capital Management
Michigan
$743K +$743K +3,737 New
SWPG
1029
Strategic Wealth Partners Group
Illinois
$743K +$31K +156 +4%
AWM
1030
Axxcess Wealth Management
California
$741K -$307K -1,543 -29%
CWM
1031
CCG Wealth Management
California
$740K -$1.39K -7 -0.2%
BSWA
1032
Bromfield Sneider Wealth Advisors
Massachusetts
$739K +$1.39K +7 +0.2%
RWA
1033
River Wealth Advisors
Pennsylvania
$736K +$23.9K +120 +3%
DPI
1034
Diversified Portfolios Inc
Michigan
$734K +$16.3K +82 +2%
WTFG
1035
Wells Trecaso Financial Group
Ohio
$734K +$398 +2 +0.1%
BTWM
1036
Baker Tilly Wealth Management
Wisconsin
$734K -$29.6K -149 -4%
HKIMG
1037
Hutchens & Kramer Investment Management Group
Indiana
$725K -$58.5K -294 -7%
BSB
1038
Bangor Savings Bank
Maine
$724K – – –
SEP
1039
Southland Equity Partners
Missouri
$722K -$7.56K -38 -1%
AC
1040
Abbrea Capital
California
$721K – – –
SOAG
1041
Silver Oak Advisory Group
Oregon
$715K – – –
EFL
1042
ERn Financial LLC
Wisconsin
$713K -$18.5K -93 -3%
PI
1043
PFS Investments
Georgia
$712K -$89.5K -450 -11%
MFWM
1044
Motley Fool Wealth Management
Virginia
$711K +$711K +3,574 New
1WM
1045
1900 Wealth Management
Texas
$709K -$368K -1,848 -34%
RSS
1046
Rosenblum Silverman Sutton
California
$705K -$18.9K -95 -3%
AWA
1047
Aaron Wealth Advisors
Illinois
$699K -$96.5K -485 -12%
RG
1048
Rathbones Group
United Kingdom
$699K – – –
SFS
1049
Strategic Financial Services
New York
$698K -$10.1K -50 -1%
AFG
1050
Allegheny Financial Group
Pennsylvania
$692K -$347K -1,744 -33%
40 41
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