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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 %
KFSC
1176
Keystone Financial Services (Colorado)
Colorado
$481K – – –
PC
1177
Pecaut & Co
Iowa
$480K +$26.3K +132 +6%
MBT
1178
Montecito Bank & Trust
California
$480K -$6.96K -35 -1%
FRA
1179
Front Row Advisors
California
$476K – – –
OSNBOA
1180
Old Second National Bank of Aurora
Illinois
$474K – – –
FF
1181
Francis Financial
$474K – – –
VNA
1182
Valley National Advisers
Pennsylvania
$474K -$5.77K -29 -1%
GCM
1183
Glaxis Capital Management
Florida
$471K +$1.79K +9 +0.4%
DF
1184
DecisionPoint Financial
Arizona
$470K -$313K -1,573 -40%
CIAS
1185
Capital Investment Advisory Services
North Carolina
$468K -$22.7K -114 -5%
BFA
1186
Beaumont Financial Advisors
Massachusetts
$467K -$4.97K -25 -1%
WSFS
1187
Wilmington Savings Fund Society
Delaware
$466K – – –
CAL
1188
Capital Advisors Ltd
Ohio
$466K +$10.4K +52 +2%
MCM
1189
Mattern Capital Management
Colorado
$466K +$466K +2,341 New
MIA
1190
MainStreet Investment Advisors
Illinois
$461K – – –
MWA
1191
Moser Wealth Advisors
Washington
$461K +$461K +2,317 New
TA
1192
TrueWealth Advisors
Alabama
$460K -$74.2K -373 -14%
BLC
1193
Brown, Lisle/Cummings
Rhode Island
$458K +$79.1K +398 +21%
IAS
1194
Insigneo Advisory Services
Florida
$457K +$457K +2,296 New
GD
1195
Grandfield & Dodd
New York
$456K -$49.7K -250 -10%
FPCG
1196
Forum Private Client Group
Indiana
$456K -$14.5K -73 -3%
GHA
1197
Granite Harbor Advisors
Texas
$455K -$21.5K -108 -5%
IPW
1198
Intergy Private Wealth
Colorado
$453K -$1.59K -8 -0.3%
TPW
1199
Tiller Private Wealth
Pennsylvania
$452K -$1.03M -5,191 -70%
SIM
1200
Stratos Investment Management
Ohio
$451K +$796 +4 +0.2%
46 47
48
49 50