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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 %
LDB
1026
Lee, Danner & Bass
Tennessee
$756K +$24.6K +130 +3%
VC
1027
Veery Capital
Delaware
$756K -$175K -925 -19%
LPAM
1028
Lodestar Private Asset Management
California
$754K -$63.3K -335 -8%
WEG
1029
World Equity Group
Illinois
$749K +$366K +1,935 +95%
1SB
1030
1ST Source Bank
Indiana
$749K -$157K -833 -17%
RWA
1031
River Wealth Advisors
Pennsylvania
$749K +$48.6K +257 +7%
EBWM
1032
Eagle Bluffs Wealth Management
Missouri
$740K -$2.27M -12,017 -75%
BONH
1033
Bank of New Hampshire
New Hampshire
$739K +$5.48K +29 +0.7%
EWA
1034
Etesian Wealth Advisors
Oregon
$739K -$567 -3 -0.1%
WC
1035
Waterloo Capital
Texas
$738K +$28K +148 +4%
CPSAC
1036
Chas P. Smith & Associates (CPS)
Florida
$737K -$378 -2 -0.1%
WFAG
1037
Wescott Financial Advisory Group
Pennsylvania
$730K -$73.7K -390 -9%
ARC
1038
Advisor Resource Council
Texas
$729K -$81.3K -430 -10%
SCM
1039
Spreng Capital Management
Ohio
$724K -$17.6K -93 -2%
WA
1040
Waterford Advisors
New York
$723K – – –
RCG
1041
Regatta Capital Group
California
$721K – – –
DI
1042
DFPG Investments
Utah
$719K +$37.5K +207 +6%
JSL
1043
JT Stratford LLC
Georgia
$714K +$126K +665 +21%
CAI
1044
Capital Advisors Inc
Oklahoma
$713K -$12.4M -65,463 -95%
NSIM
1045
North Star Investment Management
Illinois
$709K +$1.7K +9 +0.2%
WTFG
1046
Wells Trecaso Financial Group
Ohio
$709K +$11K +58 +2%
BTWM
1047
Baker Tilly Wealth Management
Wisconsin
$708K +$10.4K +55 +1%
CWM
1048
CCG Wealth Management
California
$704K +$378 +2 +0.1%
BSWA
1049
Bromfield Sneider Wealth Advisors
Massachusetts
$704K +$1.51K +8 +0.2%
HCM
1050
Hall Capital Management
Rhode Island
$700K -$13.6K -72 -2%
40 41
42
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