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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,661 hedge funds and large institutions have $25.2B invested in Vanguard Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 754 increasing their positions, 586 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,661
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
26.48%
Holding in Top 10
165
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.94%
% of All Funds
2.63%
New
79
Increased
754
Reduced
586
Closed
62
Calls
$21.9M
Puts
$5.23M
Net Calls
+$16.7M
Net Calls Change
+$4.62M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$72.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.7M
3
State Street
State Street
Massachusetts
+$51.1M
4
Comerica Bank
Comerica Bank
Texas
+$48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.2M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$123M
2
MRC
Millburn Ridgefield Corp
New York
-$75M
3
CCA
Catalyst Capital Advisors
New York
-$75M
4
Bank of America
Bank of America
North Carolina
-$64.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1201
Selective Wealth Management
Virginia
$447K -$44.5K -242 -9%
TWP
1202
Total Wealth Planning
Ohio
$446K -$39.3K -208 -8%
AAG
1203
Armstrong Advisory Group
Massachusetts
$445K -$61.4K -325 -12%
RFP
1204
Root Financial Partners
California
$444K +$101K +532 +29%
BFA
1205
Beaumont Financial Advisors
Massachusetts
$444K -$756 -4 -0.2%
CAL
1206
Capital Advisors Ltd
Ohio
$443K – – –
MWA
1207
Moser Wealth Advisors
Washington
$440K +$1.89K +10 +0.4%
PC
1208
Pecaut & Co
Iowa
$440K -$16.3K -86 -4%
BWM
1209
Birchcreek Wealth Management
Ohio
$436K +$11K +58 +3%
BLC
1210
Brown, Lisle/Cummings
Rhode Island
$435K – – –
PB
1211
Pinnacle Bancorp
Nebraska
$435K +$6.81K +36 +2%
TA
1212
TrueWealth Advisors
Alabama
$435K -$2.65K -14 -0.6%
IAS
1213
Insigneo Advisory Services
Florida
$434K – – –
GD
1214
Grandfield & Dodd
New York
$434K – – –
AP
1215
Appleton Partners
Massachusetts
$432K -$28.9K -153 -6%
MCM
1216
Mattern Capital Management
Colorado
$432K -$11K -58 -2%
FAG
1217
Fortitude Advisory Group
Washington
$429K +$21.9K +116 +5%
ACM
1218
Armbruster Capital Management
New York
$428K – – –
LGWM
1219
Litman Gregory Wealth Management
California
$428K – – –
FLA
1220
Financial Life Advisors
Texas
$427K – – –
FWP
1221
FAS Wealth Partners
Kansas
$425K – – –
ST
1222
Spinnaker Trust
Maine
$425K +$63.5K +336 +18%
SC
1223
Searle & Co
Connecticut
$424K +$83.2K +440 +24%
CIAS
1224
Capital Investment Advisory Services
North Carolina
$422K -$23.3K -123 -5%
SIM
1225
Stratos Investment Management
Ohio
$422K -$7.56K -40 -2%
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