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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 %
MPW
1076
MGO Private Wealth
California
$651K +$42.4K +224 +7%
CF
1077
Centaurus Financial
California
$650K +$45.3K +240 +8%
BP
1078
BBR Partners
New York
$649K – – –
SWM
1079
Segment Wealth Management
Texas
$649K +$55.2K +292 +9%
SJL
1080
Shayne & Jacobs LLC
Tennessee
$649K +$649K +3,430 New
FA
1081
FC Advisory
Pennsylvania
$642K +$58.8K +311 +10%
YIA
1082
YHB Investment Advisors
Connecticut
$640K -$91.7K -485 -13%
SWM
1083
Stockman Wealth Management
Montana
$639K +$18.9K +100 +3%
FPTW
1084
Franklin, Parlapiano, Turner & Welch
Texas
$632K – – –
FA
1085
Fiduciary Alliance
South Carolina
$632K +$63.7K +337 +11%
BFO
1086
Biltmore Family Office
North Carolina
$627K – – –
OIA
1087
Optimum Investment Advisors
Illinois
$626K – – –
TC
1088
TAP Consulting
Missouri
$623K +$31.8K +168 +5%
TWM
1089
Thrive Wealth Management
Pennsylvania
$623K +$3.03K +16 +0.5%
National Bank of Canada
1090
National Bank of Canada
Quebec, Canada
$620K -$7.78K -42 -1%
PFBT
1091
Parkside Financial Bank & Trust
Missouri
$618K +$99.5K +526 +19%
LWM
1092
Lyell Wealth Management
California
$616K -$27.8K -147 -4%
WCF
1093
West Coast Financial
California
$615K – – –
HAIM
1094
Hunter Associates Investment Management
Pennsylvania
$613K +$47.2K +249 +8%
SFI
1095
SPC Financial Inc
Maryland
$611K -$16.3K -86 -3%
GIA
1096
Guyasuta Investment Advisors
Pennsylvania
$611K +$567 +3 +0.1%
WFA
1097
Websterrogers Financial Advisors
South Carolina
$610K -$13.6K -72 -2%
LW
1098
Linscomb Wealth
Texas
$608K +$289K +1,527 +90%
CAAM
1099
Cornerstone Advisors Asset Management
Pennsylvania
$607K +$90.8K +480 +18%
MWM
1100
MorganRosel Wealth Management
Colorado
$602K +$11.3K +60 +2%
42 43
44
45 46