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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 %
AWM
1051
Angeles Wealth Management
California
$687K -$5.82M -29,279 -89%
BP
1052
BBR Partners
New York
$683K -$359K -1,804 -34%
LWM
1053
Lyell Wealth Management
California
$677K -$57.3K -288 -8%
HIA
1054
Harbor Investment Advisory
Maryland
$676K -$148K -746 -18%
National Bank of Canada
1055
National Bank of Canada
Quebec, Canada
$674K -$8.75K -44 -1%
MFA
1056
Mayflower Financial Advisors
Massachusetts
$669K -$4.77K -24 -0.7%
FPTW
1057
Franklin, Parlapiano, Turner & Welch
Texas
$665K – – –
RIA
1058
Realta Investment Advisors
Delaware
$665K +$38K +191 +6%
PMG
1059
ProVise Management Group
Florida
$662K -$5.77K -29 -0.9%
SFI
1060
SPC Financial Inc
Maryland
$660K +$8.75K +44 +1%
BFO
1061
Biltmore Family Office
North Carolina
$660K – – –
OIA
1062
Optimum Investment Advisors
Illinois
$658K – – –
TFA
1063
TPG Financial Advisors
Oregon
$658K +$51.5K +259 +8%
WFA
1064
Websterrogers Financial Advisors
South Carolina
$656K +$994 +5 +0.2%
CI
1065
Chartist Inc
California
$654K +$6.56K +33 +1%
SWM
1066
Stockman Wealth Management
Montana
$653K -$11.1K -56 -2%
CWAG
1067
Carlsbad Wealth Advisory Group
California
$652K +$652K +3,278 New
TWM
1068
Thrive Wealth Management
Pennsylvania
$652K -$2.01M -10,081 -75%
AWA
1069
Arete Wealth Advisors
Illinois
$650K -$346K -1,740 -35%
MCG
1070
McCollum Christoferson Group
New York
$650K +$14.9K +75 +2%
WCF
1071
West Coast Financial
California
$647K -$2.39K -12 -0.4%
SDWMA
1072
Schneider Downs Wealth Management Advisors
Pennsylvania
$643K -$89.7K -451 -12%
GIA
1073
Guyasuta Investment Advisors
Pennsylvania
$642K +$101K +506 +19%
MPW
1074
MGO Private Wealth
California
$640K -$33.8K -170 -5%
CF
1075
Centaurus Financial
California
$636K -$744K -3,745 -54%
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