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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
$167M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$248M
3
Bank of America
Bank of America
North Carolina
$3.98B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$77.7M
5
Morgan Stanley
Morgan Stanley
New York
$1.34B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$791M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$1.29B
3
AAS
Annex Advisory Services
Wisconsin
$52.4M
4
LPL Financial
LPL Financial
California
$584M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$32.3M -$102K -511 -0.3%
UCFA
102
United Capital Financial Advisors
Texas
$32.1M -$797K -4,007 -2%
EI
103
Ellevest Inc
New York
$32M +$1.31M +6,611 +4%
FCB
104
First Command Bank
Texas
$31.8M +$1.03M +5,157 +3%
FCFS
105
First Command Financial Services
Texas
$31.8M +$1.03M +5,157 +3%
MG
106
MilWealth Group
Wisconsin
$31.5M +$181K +912 +0.6%
HIMC
107
Heritage Investors Management Corp
Maryland
$31.3M +$35K +176 +0.1%
AllianceBernstein
108
AllianceBernstein
Tennessee
$30.4M +$14.8M +74,351 +94%
CA
109
Clearstead Advisors
Ohio
$30.3M +$3.2M +16,081 +12%
CCA
110
Column Capital Advisors
Indiana
$29.8M +$1.73M +16,905 +6%
MWM
111
MBE Wealth Management
Wisconsin
$29.5M +$1.61M +8,103 +6%
AA
112
Aufman Associates
Pennsylvania
$29.4M -$23.5K -118 -0.1%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$29M +$1.86M +9,346 +7%
CWM
114
Connecticut Wealth Management
Connecticut
$28.8M +$4.52M +22,703 +19%
BBA
115
BLB&B Advisors
Pennsylvania
$28.6M -$269K -1,350 -0.9%
DIA
116
Davidson Investment Advisors
Montana
$28.3M +$2.83M +14,225 +11%
Legacy Financial Group (Iowa)
117
Legacy Financial Group (Iowa)
Iowa
$27.8M -$1.55M -7,787 -5%
PIMG
118
Patriot Investment Management Group
Tennessee
$27.3M +$168K +843 +0.6%
CL
119
Choreo LLC
Illinois
$27.2M -$1.96M -9,856 -7%
AWS
120
Atria Wealth Solutions
New York
$26.2M +$448K +2,250 +2%
NW
121
NewEdge Wealth
Pennsylvania
$26.1M -$73.6K -370 -0.3%
PWLP
122
Prio Wealth Limited Partnership
Massachusetts
$26M -$188K -944 -0.7%
CI
123
CX Institutional
Indiana
$26M +$2.84M +14,274 +12%
W
124
Wealthquest
Ohio
$26M +$358K +1,800 +1%
Betterment LLC
125
Betterment LLC
New York
$25.8M +$1.64M +8,230 +7%
3 4
5
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