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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 %
ACM
1201
Armbruster Capital Management
New York
$451K -$36.8K -185 -8%
PB
1202
Pinnacle Bancorp
Nebraska
$450K +$21.9K +110 +5%
LGWM
1203
Litman Gregory Wealth Management
California
$450K +$450K +2,263 New
FLA
1204
Financial Life Advisors
Texas
$450K -$202K -1,018 -31%
NF
1205
Nikulski Financial
Iowa
$449K -$5.97K -30 -1%
TW
1206
Transform Wealth
Colorado
$449K +$795 +4 +0.2%
BWL
1207
Bogart Wealth LLC
Virginia
$448K -$56.5K -284 -11%
BWM
1208
Birchcreek Wealth Management
Ohio
$448K – – –
FWP
1209
FAS Wealth Partners
Kansas
$447K -$42.2K -212 -9%
MW
1210
MBL Wealth
North Carolina
$444K +$28.8K +145 +7%
BHIA
1211
Birch Hill Investment Advisors
Massachusetts
$441K -$82.1K -413 -16%
BWA
1212
Bordeaux Wealth Advisors
California
$436K -$12.7K -64 -3%
Fisher Asset Management
1213
Fisher Asset Management
Washington
$435K +$199K +1,001 +84%
PTC
1214
Philadelphia Trust Company
Pennsylvania
$435K – – –
HWA
1215
HHM Wealth Advisors
Tennessee
$434K – – –
Chevy Chase Trust
1216
Chevy Chase Trust
Maryland
$434K -$35K -176 -7%
AWM
1217
Accel Wealth Management
Iowa
$433K +$354K +1,780 +449%
PL
1218
Plancorp LLC
Missouri
$433K +$11.5K +58 +3%
TI
1219
Trexquant Investment
Connecticut
$432K +$87.9K +442 +26%
LBC
1220
Lowe Brockenbrough & Co
Virginia
$432K +$115K +578 +36%
FAG
1221
Fortitude Advisory Group
Washington
$428K +$53.1K +267 +14%
BFA
1222
Buttonwood Financial Advisors
Maryland
$427K +$427K +2,145 New
LSA
1223
Lion Street Advisors
Texas
$425K -$27.5K -120 -6%
AT
1224
Arden Trust
Delaware
$424K – – –
TPA
1225
Trivium Point Advisory
Connecticut
$423K -$178K -896 -30%
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