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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 %
CFO
1126
CVA Family Office
Colorado
$561K – – –
AG
1127
Advocate Group
Minnesota
$556K -$6.36K -32 -1%
EWM
1128
Evergreen Wealth Management
Michigan
$556K -$14.1K -71 -2%
PSCM
1129
Per Stirling Capital Management
Texas
$552K -$107K -537 -16%
HWM
1130
Hohimer Wealth Management
Washington
$551K +$280K +1,408 +103%
NWM
1131
Northwest Wealth Management
Iowa
$548K -$200K -1,005 -27%
BBNB
1132
Baker Boyer National Bank
Washington
$546K -$370K -1,859 -40%
PFBT
1133
Parkside Financial Bank & Trust
Missouri
$546K -$49.7K -250 -8%
CCA
1134
Cobblestone Capital Advisors
New York
$546K -$5.97K -30 -1%
BFG
1135
Bouchey Financial Group
New York
$545K -$17.3K -87 -3%
AF
1136
Apexium Financial
Texas
$544K +$544K +2,737 New
ADL
1137
Asset Dedication LLC
California
$544K -$8.36K -42 -2%
CAAM
1138
Cornerstone Advisors Asset Management
Pennsylvania
$543K +$3.78K +19 +0.7%
VWA
1139
V Wealth Advisors
Kansas
$541K -$30.6K -154 -5%
SIC
1140
Sigma Investment Counselors
Michigan
$538K -$4.18K -21 -0.8%
COCM
1141
Charter Oak Capital Management
New Hampshire
$536K +$51.1K +257 +11%
SWM
1142
Selective Wealth Management
Virginia
$534K +$534K +2,672 New
AAG
1143
Armstrong Advisory Group
Massachusetts
$533K -$29.6K -149 -5%
EWP
1144
Elevation Wealth Partners
California
$533K -$28K -141 -5%
FC
1145
Family CFO
California
$532K +$30.2K +152 +6%
PWM
1146
Penobscot Wealth Management
Maine
$532K -$1.79K -9 -0.3%
BB
1147
Bell Bank
North Dakota
$532K – – –
KWA
1148
Kingswood Wealth Advisors
California
$530K +$530K +2,664 New
SWM
1149
SFG Wealth Management
Maryland
$523K +$34.6K +174 +7%
ERWM
1150
Elk River Wealth Management
Colorado
$522K -$398 -2 -0.1%
44 45
46
47 48