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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 %
MWM
1101
Maripau Wealth Management
Indiana
$600K -$27.4K -138 -4%
FA
1102
Fiduciary Alliance
South Carolina
$597K +$4.57K +23 +0.8%
AA
1103
Advisory Alpha
Michigan
$594K +$594K +2,985 New
HAIM
1104
Hunter Associates Investment Management
Pennsylvania
$593K +$107K +540 +22%
OWP
1105
Obermeyer Wealth Partners
Colorado
$592K – – –
OWA
1106
Outlook Wealth Advisors
Texas
$590K +$590K +2,965 New
MA
1107
MJP Associates
Connecticut
$590K +$146K +735 +33%
FNWM
1108
Financial Network Wealth Management
Utah
$589K -$150K -726 -20%
MPCG
1109
Matrix Private Capital Group
New York
$589K -$11.3K -57 -2%
FCM
1110
Fortis Capital Management
Washington
$587K +$257K +1,293 +78%
EL
1111
EWA LLC
Pennsylvania
$580K +$2.19K +11 +0.4%
TH
1112
Team Hewins
California
$578K +$109K +550 +23%
FNB
1113
Farmers National Bank
Kentucky
$576K -$27K -136 -4%
VP
1114
Verum Partners
North Carolina
$574K -$31.8K -160 -5%
EP
1115
Eudaimonia Partners
Tennessee
$574K +$241K +1,210 +72%
T
1116
TRUADVICE
Florida
$573K +$7.47K +37 +1%
BAM
1117
Belpointe Asset Management
Nevada
$573K -$3.14M -15,766 -85%
PA
1118
PFW Advisors
Georgia
$572K +$572K +2,835 New
E
1119
ETFidea
New York
$570K +$13.5K +68 +2%
EA
1120
Eudaimonia Advisors
Tennessee
$570K +$103K +516 +22%
TCBWMS
1121
Texas Capital Bank Wealth Management Services
Texas
$570K – – –
HAS
1122
HBW Advisory Services
California
$570K -$1.99K -10 -0.3%
BCM
1123
Becker Capital Management
Oregon
$570K +$37K +186 +7%
ZCM
1124
Ziegler Capital Management
Illinois
$568K -$382K -1,922 -40%
SWA
1125
Sax Wealth Advisors
New Jersey
$563K +$44K +221 +8%
43 44
45
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