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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 %
RWMH
1151
Riverpoint Wealth Management Holdings
Illinois
$515K +$1.79K +9 +0.3%
KCM
1152
Kendall Capital Management
Maryland
$512K -$10.5K -53 -2%
TWP
1153
Total Wealth Planning
Ohio
$511K -$995 -5 -0.2%
PCA
1154
Pallas Capital Advisors
Massachusetts
$510K +$145K +706 +40%
SBH
1155
Segall Bryant & Hamill
Illinois
$510K -$73K -367 -13%
HSA
1156
HBK Sorce Advisory
Pennsylvania
$509K +$21.7K +109 +4%
FWIA
1157
Fort Washington Investment Advisors
Ohio
$508K +$20.7K +104 +4%
SEIA
1158
Signature Estate & Investment Advisors
California
$505K -$32.7K -164 -6%
CAG
1159
Csenge Advisory Group
Florida
$503K +$274K +1,377 +119%
JEST
1160
JTC Employer Solutions Trustee
Jersey
$502K – – –
FWM
1161
Focused Wealth Management
New York
$499K -$2.79K -14 -0.6%
MC
1162
Montag & Caldwell
Georgia
$497K +$59.7K +300 +14%
SIA
1163
Schechter Investment Advisors
Michigan
$497K -$6.76K -34 -1%
CFP
1164
Catalyst Financial Partners
Massachusetts
$497K +$76.8K +386 +18%
JSW
1165
Journey Strategic Wealth
New Jersey
$497K -$81.3K -409 -14%
ICG
1166
InterOcean Capital Group
Tennessee
$496K +$153K +768 +44%
CT
1167
Colonial Trust
South Carolina
$494K -$26.9K -135 -5%
PWW
1168
Pettyjohn Wood & White
Virginia
$493K +$40K +201 +9%
WCWM
1169
Willow Creek Wealth Management
California
$492K +$12.3K +62 +3%
BBHC
1170
Brown Brothers Harriman & Co
New York
$492K – – –
WKWM
1171
Walter & Keenan Wealth Management
Indiana
$490K -$11.3K -57 -2%
SPWM
1172
Schrum Private Wealth Management
Florida
$490K +$398 +2 +0.1%
AP
1173
Appleton Partners
Massachusetts
$485K +$23.9K +120 +5%
TDC
1174
Thompson Davis & Co
Virginia
$482K -$994 -5 -0.2%
MPW
1175
Melone Private Wealth
Michigan
$482K +$199 +1 +0%
45 46
47
48 49